Scope Summary
Concise description of spaces covered, performance goals, and any exclusions to avoid scope creep and misinterpretation.
A structured proposal aligns expectations, reduces disputes, and creates a record for permitting and invoicing. Including specifications, allowances, and clear payment terms speeds approvals and supports compliant project execution.
The proposal is prepared by contractors, lighting designers, or facility teams and signed by property decision-makers.
Signatures may include an authorized company representative, property owner, or property manager; the signer should have contract authority for the project.
Concise description of spaces covered, performance goals, and any exclusions to avoid scope creep and misinterpretation.
Itemized list of fixtures, part numbers, quantities, wattages, and photometric notes so estimators and permitting authorities can verify specifications.
Separate labor, materials, taxes, and allowances with unit pricing and subtotal lines to support approvals and accounting.
Start date, major milestones, lead times for long-lead items, and expected completion to coordinate with construction phases.
Payment schedule, warranty information, change order process, and limits of liability to set contractual expectations.
Site photos, drawings, electrical diagrams, photometric reports, and manufacturer cut sheets to support technical review and permitting.
| Field | Configuration |
|---|---|
| Signer Order | Define primary and secondary signers with required fields. |
| Authentication | Choose email link, SMS code, or KBA depending on risk level. |
| Required Fields | Mark signature, date, and initials as mandatory. |
| Attachments | Include PDFs of drawings and cut sheets for signer review. |
Use a platform that preserves PDFs, captures an audit trail, and supports your preferred signer authentication.
Ensure the chosen platform supports audit trails, role-based access, and retention export to meet compliance or internal policy needs.
State how long prices and terms are valid—often 30 to 90 days.
Allow time for plan review—typically 2–6 weeks depending on jurisdiction.
Specify manufacturer lead times to avoid schedule delays.
Note any required off-hours or access restrictions for installation.
Define deposit, progress payment, and final payment dates.
Client receives proposal for review and approval.
Submit permits once proposal is accepted.
Order fixtures after permit approval and deposit.
Complete installation and obtain final acceptance.
Martin Properties used online proposals to replace in-person signoffs and reduce turnaround time.
Optica Ventures standardized proposal templates for tenant improvements.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |