Project Description
Concise overview of work, site address, and objectives. Include measurable outcomes and exclusions so bidders know limits and owners know expectations.
A clear scope with coordinated drawings minimizes disputes, speeds approvals, and provides the contract reference used for change orders, permits, and inspections. Accurate scope reduces rework, clarifies payment milestones, and supports regulatory compliance for permitting and safety reviews.
Multiple project stakeholders prepare, review, or sign the Project Scope and Drawings depending on contract structure and regulatory needs.
Use controlled distribution and versioning so the right parties receive the correct revision; maintain an audit trail for approvals and signatures.
Concise overview of work, site address, and objectives. Include measurable outcomes and exclusions so bidders know limits and owners know expectations.
Floor plans, elevations, sections, and detail sheets with revision numbers. All drawings should include scale, legend, material callouts, and a revisions block for traceability.
Material and workmanship standards, referenced standards (ASTM, ANSI), and installation requirements. Link specs to drawing callouts for unambiguous interpretation.
Key dates for mobilization, major deliverables, inspections, and substantial completion. Tie payment milestones to verifiable milestones in the schedule.
Criteria for inspections, testing, tolerances, and deliverable handover. Define who performs acceptance and what documentation is required.
Process for change orders, approvals, pricing, and revised drawings. Specify notice timelines and documentation required to process scope changes.
| Field | Configuration |
|---|---|
| Required Fields | Mark title, effective date, signatures as required |
| Signer Order | Set sequential approval: design lead → contractor → owner |
| Authentication | Use email link or SMS code for signer verification |
| Version Control | Attach revision number and lock previous revisions |
Confirm file formats, authentication, and version control before sharing electronic scope and drawing packages.
Use a platform that preserves an audit trail, stores the signed package in immutable form, and supports the integrations your project teams rely on for procurement and document control.
Within 7–14 days after contract execution
Target within 30–90 days depending on project complexity
Submit after owner approval and signed documents
Milestone tied to acceptance criteria and inspections
Delivered on contract closeout or within agreed weeks
Tim's firm centralized drawing revisions online to reduce RFIs and rework.
Optica standardized a single scope template to reduce bidder confusion.
| 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 | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 |
Distribute 90% drawings and specs to bidders for pricing and comments
Collect RFI responses and issue addenda with revised drawings
Owner and design team sign final scope; lock revisions
Submit signed sets for permits and provide as-builts at completion
An authorized signatory such as a project executive or procurement officer who holds written authority to bind the owner entity; they approve scope changes and accept deliverables on behalf of the owner, creating contractual obligations.
A company officer or delegated project manager with authority to accept scope, sign for the contractor, and agree to change orders; their authority should be documented in corporate resolutions or delegation letters.