Scope of Work
Precisely describe tasks, deliverables, acceptance criteria, and exclusions so there is no disagreement about what the provider will deliver and what is out of scope.
A concise, well-structured proposed contract reduces ambiguity about deliverables, timelines, and payment terms, which lowers the risk of disputes and accelerates onboarding.
The document is used by both buyers and suppliers across business functions; different roles are responsible for drafting, reviewing, and approving the contract.
Final signature authority often rests with an officer or authorized contract signer identified in company delegation policies.
Precisely describe tasks, deliverables, acceptance criteria, and exclusions so there is no disagreement about what the provider will deliver and what is out of scope.
Specify start and end dates, milestones, and delivery deadlines, and identify any interim review or acceptance steps tied to payments or approvals.
State fees, invoicing schedule, currency, late-payment interest or penalties, and any retainers or milestone-based payments to avoid cash-flow disputes.
Set the agreement duration, renewal mechanics, termination rights for convenience or cause, and obligations upon termination such as transition assistance.
Allocate risk through liability caps, exclusions, insurance requirements, intellectual property ownership, and any license grants for deliverables.
Add relevant compliance clauses (privacy, data security, HIPAA where applicable), confidentiality, and governing law to clarify legal responsibilities.
| Field | Configuration |
|---|---|
| Signature Field Type | Electronic signature or drawn signature |
| Authentication | Email, SMS code, or stronger KBA |
| Routing Order | Sequential or parallel signer order |
| Retention | Secure cloud archive settings |
Choose a signing platform that supports secure authentication, audit trails, exportable PDFs, and integrations with your document storage and CRM systems.
Ensure the provider supports ESIGN and UETA compliance, secure encryption (TLS and AES-256), and retains a tamper-evident audit trail for enforcement and recordkeeping.
Usually 30–90 days unless otherwise stated
Specify a date by which offer must be accepted
First day services will commence
Net 15, Net 30, or milestone-based
Client review period for deliverables
Provider submits proposed contract for review.
Authorized parties sign the final agreement.
Project initiation and resource allocation occur.
Initial milestone delivered and reviewed.
| 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, no card | Varies by promotion | Varies by reseller | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Available on some plans |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Vendor-defined | Vendor-defined | Vendor-defined |
Optica used streamlined proposals to simplify client onboarding
A small property firm moved to online proposals to close leasing and maintenance deals remotely