Can this worksheet be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act and UETA in most U.S. jurisdictions when intent, consent, attribution, and record retention are demonstrable.

What if the client requests scope changes?

Document requested changes as an amendment or change order with revised budget and timeline, then obtain signatures from authorized parties before proceeding with any new work.

Who can sign for a company?

An authorized officer or person with signatory authority listed in corporate records should sign. For larger corporations, confirm authority via board resolution or corporate officer certificate where required.

Is notarization required for validity?

Notarization is rarely required for a project proposal worksheet itself; obtain notarization only when contract conversion demands it or when a jurisdiction or client specifically requests it.

How do I correct errors after signing?

Create an amendment or corrected worksheet and have all original signers sign the correction. Record both versions and the reason for the change to preserve an audit trail.

How long should I keep the worksheet?

Retain the final signed worksheet for the term of the agreement plus recommended retention (commonly at least 3–7 years), and follow industry-specific rules such as HIPAA six-year retention where applicable.

Electronic Signature
Templates
Miscellaneous
Project Proposal Worksheet

Project Proposal Worksheet

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT PROPOSAL WORKSHEET AND AGREEMENT

This Project Proposal Worksheet and Agreement ("Agreement") is entered into as of Effective Date: by and between Client Name: and Contractor Name: .

WHEREAS

WHEREAS, Client requires professional services and deliverables described in this Agreement to accomplish the project objectives; and

WHEREAS, Contractor represents that it possesses the necessary experience, resources and expertise to perform the services set forth herein and is willing to perform such services under the terms and conditions of this Agreement.

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows.

PROJECT SUMMARY

Project Title Project Location / Primary Contact

SCOPE OF WORK

Contractor shall perform the work described below. The Scope of Work identifies deliverables, specific tasks, testing, and acceptance requirements. Work performed outside the scope shall require a Change Order as set forth below.

DELIVERABLES

Primary Deliverables (list each item and acceptance criteria)

TIMELINE & MILESTONES

Project milestones, deliverable due dates, and dependencies. Dates listed are target dates; Contractor shall notify Client promptly of any change in schedule.

Milestone 1

Target Date:

Milestone 2

Target Date:

Additional Milestones / Notes

PAYMENT TERMS

Client shall pay Contractor the fees set forth below in consideration for performance of the Scope of Work. Any taxes required by law are the obligation of the party required to pay them.

Total Project Fee Payment Schedule Late Payment Fee

If any undisputed invoice remains unpaid more than days after the due date, Client shall pay a late fee of per month on the outstanding balance, or the maximum permitted by law, whichever is less.

Reimbursable Expenses

CHANGE ORDERS

Changes to the Scope of Work, schedule, or price shall be documented in a written Change Order executed by both parties. Contractor shall not be required to perform work outside the Scope of Work without a fully executed Change Order specifying any adjustments to price and schedule.

TERM AND TERMINATION

This Agreement commences on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon days' prior written notice. Either party may terminate for material breach if the breach is not cured within days after written notice specifying the breach.

CONFIDENTIALITY

Each party shall keep confidential all nonpublic information of the other party disclosed in connection with this Agreement ("Confidential Information"). Confidential Information does not include information that: (a) is or becomes generally available to the public other than as a result of a breach of this Agreement; (b) was lawfully in a receiving party's possession prior to disclosure; (c) is independently developed by the receiving party without reference to the disclosing party's Confidential Information; or (d) is required to be disclosed by law or regulation, provided the receiving party gives prompt written notice to the disclosing party where permitted and only discloses the minimum required.

The obligations in this section shall continue for years following termination of this Agreement, except with respect to trade secrets, for which protection shall continue as long as the information remains a trade secret.

WARRANTIES, LIMITATIONS & REPRESENTATIONS

Contractor warrants that services will be performed in a professional and workmanlike manner consistent with industry standards. Except as expressly stated herein, Contractor disclaims all other warranties, express or implied. Neither party shall be liable for consequential, incidental, special or punitive damages except for willful misconduct or gross negligence. Total liability for claims arising out of this Agreement shall not exceed the total fees paid to Contractor under this Agreement for the specific work giving rise to the claim.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in that state for resolution of disputes.

ENTIRE AGREEMENT

This Agreement, including any Attachments and Change Orders signed by both parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings, negotiations and agreements, whether written or oral. Any amendments must be in writing and signed by authorized representatives of both parties.

ACCEPTANCE CRITERIA

Deliverables shall be deemed accepted when Client provides written notice of acceptance, or upon completion of a reasonable review period of days after delivery if no written objections citing specific nonconformities are provided.

ASSUMPTIONS & EXCLUSIONS

NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses below (or such other address as either party may specify in writing).

Client Notice Address Contractor Notice Address

SIGNATURES

Client Printed Name:

By:

Date:

Contractor Printed Name:

By:

Date:

What a Project Proposal Worksheet Is and When to Use It

A Project Proposal Worksheet is a concise, structured document that summarizes project objectives, scope, deliverables, timeline, and estimated costs for client or internal review. It organizes key decisions, assumptions, and acceptance criteria in one place to support informed approvals, budget allocation, and scheduling. For many organizations the worksheet acts as the precursor to a formal contract or statement of work and helps stakeholders compare options, identify risks, and confirm responsibilities before work begins.

Why a Clear Worksheet Matters

A well-completed worksheet reduces misunderstandings, speeds approvals, and creates a traceable record of agreed scope and costs.

Who Typically Completes and Reviews This Worksheet

Common users include project managers, account managers, and business development staff preparing a concise summary for clients or internal approvers.

Project Manager — Drafts scope, milestones, resource needs, and risk items for internal review and client discussion.
Sales or Account Manager — Aligns pricing, client expectations, and contract terms before seeking formal approval.
Client Representative — Reviews assumptions, deliverables, and timeline to confirm alignment with business needs.

Use the worksheet to collect signatures or approvals from authorized signers and to populate later contract documents.

Step-by-step: Completing the worksheet

Follow these steps in order to produce a complete, reviewable project proposal worksheet.

01

Prepare: Gather contract terms, client contact info, and budget assumptions.
02

Draft: Fill title, summary, scope, milestones, and cost estimates clearly.
03

Review: Internal stakeholders verify resource availability and risk items.
04

Approve: Obtain signatures and record the effective date for the engagement.

Typical routing and approval flow

Most organizations route the completed worksheet for sequential review, revision, and final approval before converting it to a contract or SOW.

Create: Author fills the worksheet fields and attaches supporting estimates.
Internal Review: Finance and PM review for budget and resource confirmation.
Client Review: Client reviews scope, requests changes, or accepts terms.
Sign & Store: Authorized parties sign; final version archived for reference.

Configuring a repeatable worksheet workflow

Standardize fields and approvals to reduce back-and-forth and ensure consistent data capture.

Field	Configuration
Project Title	Required text field
Budget Estimate	Numeric field with currency validation
Approval Chain	Sequential signer order
Attachments	Allow PDF and DOCX supporting files

Technical considerations for electronic completion

Ensure your platform supports fillable PDFs, secure storage, and configurable signer authentication before e-submitting worksheets.

Formats Supported: PDF, DOCX, Excel
Integrations: CRM and cloud storage connectors
Authentication: Email, SMS, or advanced methods

Select a solution that provides audit trails, reasonable signer authentication, and secure at-rest encryption to support enforceability and internal recordkeeping requirements.

Core components of a professional worksheet

Include these elements to make the worksheet a reliable foundation for approvals and future contracting.

Objectives

Clearly state measurable project goals, success criteria, and any acceptance tests so stakeholders have a shared understanding of intended outcomes and how success will be evaluated.

Deliverables

List concrete deliverables with descriptions, file formats, and delivery milestones so scope and expectations are explicit and verifiable during reviews.

Timeline

Provide milestone dates, estimated durations, and key dependencies to align teams and inform scheduling decisions without committing to fixed calendar dates prematurely.

Budget

Break out costs by labor, materials, and expenses with assumptions and contingencies so reviewers can evaluate financial impact and approval thresholds.

Assumptions

Document assumptions, exclusions, and client responsibilities to reduce scope creep and to form the basis for change orders if conditions differ.

Approval Details

Record authorized signer names, titles, effective date, and required signatures to make the worksheet admissible as evidence of pre-contract agreement.

Security and compliance checklist

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamped actions and IP logging

Access Controls: Role-based permissions

Certifications: SOC 2 Type II, ISO 27001

HIPAA Support: BAA available where needed

ESIGN / UETA: Supports electronic signature standards

Risks of an incomplete or incorrect worksheet

Scope Gaps: Undisclosed tasks cause disputes

Budget Errors: Underestimates lead to cost overruns

Missing Approvals: Work performed without authorization

Invalid Signatures: Nonauthorized signers undermine enforceability

Data Exposure: Poor controls risk confidential leaks

Retention Failures: Loss of evidence for audits or claims

Common mistakes to avoid

Vague scope descriptions that omit measurable deliverables and acceptances, creating ambiguity during execution and at invoice time.
Using rounded budget figures without line-item detail, which increases dispute risk when actual costs differ from estimates.
Failing to record the effective date or signer titles, which can complicate who had authority to approve the work.
Skipping assumptions and exclusions that later become the basis for change orders or claim disagreements.

Typical internal timelines and approval deadlines

Set clear internal deadlines to ensure timely reviews and authorized starts once the worksheet is accepted.

Submission Deadline:

Submit worksheet to approvers by client-requested date or internal cut-off

Internal Review:

Finance/PM review within 5 business days

Client Approval:

Client to respond within 10 business days, or propose changes

Execution:

Signatures and effective date within 15 business days of submission

Kickoff:

Project begins on effective date or agreed start date after execution

Comparison: signNow and peer eSignature solution pricing and capabilities

Typical plan features and starting prices for popular eSignature vendors. Feature availability and trial terms vary by vendor and plan.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions about the Project Proposal Worksheet

Answers to common questions about signing, revisions, authority, and recordkeeping.

Need help? Contact support

Can this worksheet be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act and UETA in most U.S. jurisdictions when intent, consent, attribution, and record retention are demonstrable.
What if the client requests scope changes?
Document requested changes as an amendment or change order with revised budget and timeline, then obtain signatures from authorized parties before proceeding with any new work.
Who can sign for a company?
An authorized officer or person with signatory authority listed in corporate records should sign. For larger corporations, confirm authority via board resolution or corporate officer certificate where required.
Is notarization required for validity?
Notarization is rarely required for a project proposal worksheet itself; obtain notarization only when contract conversion demands it or when a jurisdiction or client specifically requests it.
How do I correct errors after signing?
Create an amendment or corrected worksheet and have all original signers sign the correction. Record both versions and the reason for the change to preserve an audit trail.
How long should I keep the worksheet?
Retain the final signed worksheet for the term of the agreement plus recommended retention (commonly at least 3–7 years), and follow industry-specific rules such as HIPAA six-year retention where applicable.

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