Parties
Full legal names and contact details for owner, contractor, and any authorized agent; include business registration or license numbers where applicable to verify contractor authority.
A structured confirmation reduces misunderstandings about scope, schedule, and cost, supports permit and insurance processes, and documents consent and acceptance. Clear confirmations reduce dispute risk and create a durable record suitable for electronic storage and audit trails.
Each party should retain a signed copy and note where it is filed for permitting, payment, and warranty purposes.
Full legal names and contact details for owner, contractor, and any authorized agent; include business registration or license numbers where applicable to verify contractor authority.
Detailed description of the roof area, tear-off scope, materials (brand, color, warranty class), flashing details, ventilation changes, and any exclusions or contingency allowances.
Start date, estimated substantial completion date, weather-related delay provisions, and required inspection milestones tied to permits or payment triggers.
Statement confirming responsibility for permit procurement, permit numbers if available, and dates for municipal inspections required before and after installation.
Contract price, deposit amount, milestone or draw schedule, accepted payment methods, and any retainage or final payment conditions tied to inspection or lien release.
Manufacturer and workmanship warranty terms, the contractor’s obligation for warranty claims, and lien waiver requirements upon payment to avoid encumbrances on the property.
| Field | Configuration |
|---|---|
| Required Fields | Mark owner, contractor, scope, dates, and signature fields as required to prevent incomplete submissions. |
| Conditional Logic | Use conditional fields (e.g., permit number field appears if permit required) to reduce errors. |
| Signer Authentication | Select email, SMS code, or knowledge-based auth depending on risk and municipal acceptance. |
| Audit Trail | Capture IP, timestamp, and action history for each signer; enable document retention settings. |
Ensure the platform records an audit trail, supports common file formats, and integrates with your permitting or project-management tools for streamlined workflows.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 by plan | Varies by plan | Varies by plan |