Scope of Work
Describe installation tasks, site preparation, exclusions, and any subcontractor roles so responsibilities are explicit and measurable.
A well-structured proposal reduces misunderstandings, supports accurate pricing and scheduling, and creates an auditable record that can be signed electronically under ESIGN (15 U.S.C. §7001) or UETA where applicable.
Each participant’s review focuses on different details: technical specs for installers, payment and warranty for buyers, and delivery timing for sales operations.
| Field | Configuration |
|---|---|
| Signature Fields | Required for each signer, include date field. |
| Authentication | Email link or SMS code for signer verification. |
| Notifications | Auto-notify when signed or when approaching expiry. |
| Retention | Store signed PDF with audit trail for compliance. |
Describe installation tasks, site preparation, exclusions, and any subcontractor roles so responsibilities are explicit and measurable.
List heater models, capacities, controls, fuel type, and manufacturer warranties to align buyer expectations and support warranty claims.
Define expected start date, major milestones, completion date, and dependencies such as permits or buyer approvals.
Show unit costs, labor rates, taxes, discounts, deposits, and final total for transparency and accounting reconciliation.
Include payment schedule, cancellation policy, warranty terms, limitation of liability, and governing law to clarify legal obligations.
Identify who may sign on behalf of each party and capture signature, printed name, title, and date for valid execution.
Provide technical sheets and performance curves so the buyer and installer share expectations on output and clearances.
Include photos, drawings, or simple floor plans indicating heater locations, clearances, and power access to aid accurate installation planning.
Attach manufacturer and installer warranty documents specifying coverage periods and claim procedures.
List permits the buyer must obtain or that the seller will secure, including typical timelines and fees.
30 days unless otherwise stated
Buyer should sign or respond by stated date
Due within specified days after acceptance
Allow 2–6 weeks depending on jurisdiction
Scheduled after deposit and permits are secured
Seller delivers written proposal to buyer for review and approval.
Buyer signs agreement and provides deposit per payment terms.
Parties secure any required municipal permits or site clearances.
Seller completes install and coordinates final inspection or handover.
Confirm the chosen platform meets any industry compliance needs (for example HIPAA BAA if health-related data is included) and preserves an audit trail.
| 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 credit card required | 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |