Scope of Deliverables
List file types (e.g., .DWG, .STEP), versions, and any associated drawings or BOMs so recipients know exactly what is transferred.
A precise release reduces disputes about ownership, prevents unauthorized reuse, and documents consent for modifications or manufacturing. It also helps teams comply with procurement or contracting rules when CAD files are shared.
Parties involved in CAD releases vary by project size and industry but usually include the design provider and the recipient organization.
Ensure the signing party has authority to transfer rights; if signing on behalf of a company, include a title and proof of authority.
List file types (e.g., .DWG, .STEP), versions, and any associated drawings or BOMs so recipients know exactly what is transferred.
Define whether the transfer is an assignment, exclusive or non-exclusive license, and any territorial or duration limits on use.
State allowed activities such as prototyping, manufacturing, modification, or resale to prevent unintended reuse.
Tie rights transfer to payment milestones or acceptance testing to ensure obligations on both sides are clear.
Limit warranties, exclude consequential damages where permitted, and specify indemnities related to IP infringement or manufacturing defects.
Require a signed acknowledgement and keep an audit trail of file versions, delivery receipts, and any change orders.
| Field | Configuration |
|---|---|
| File Attachment | Require attached CAD file(s) and checksum or version tag |
| Signer Authentication | Use at least email + access code; add 2FA for corporate signers |
| Conditional Fields | Show additional IP clauses only if assignment selected |
| Retention Settings | Enable automatic archival and export of signed PDF and audit trail |
Choose platforms and file formats that preserve CAD fidelity and produce an auditable record of consent before sharing.
Confirm the chosen eSignature platform produces a tamper-evident signed file, an audit trail with timestamps/IP, and an exportable package for recordkeeping.
Set as MM/DD/YYYY; governs start of granted rights
Tie rights transfer to file delivery and acceptance
Specify payment due date that triggers assignment
Keep signed release per retention schedule
State timeline for requesting changes after delivery
Prepare release and circulate for internal review.
Client reviews files and confirms acceptance.
Obtain signatures and authentication evidence.
Store signed package and distribute final files.
| 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 region | Trial available | Free plan option | Free plan option |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |