Parties
Identify owner, contractor, and any subcontractors with legal business names, contact information, license numbers, and insurance details to establish contracting authority and enable post-completion communications.
Use a Siding Installation Document to set clear expectations, reduce disputes, and document regulatory and warranty obligations. Properly completed forms streamline permitting, provide enforceable payment terms, and create an auditable record suitable for electronic signature under ESIGN and state UETA laws.
| Field | Configuration |
|---|---|
| Signing Order | Parallel or sequential routing |
| Authentication | Email link, SMS code, or KBA |
| Attachments | Permit scans, product data sheets |
| Notifications | Email and SMS reminders |
Ensure your eSignature platform supports PDF, DOCX, mobile signing, and audit trails for compliance and role-based access controls.
Identify owner, contractor, and any subcontractors with legal business names, contact information, license numbers, and insurance details to establish contracting authority and enable post-completion communications.
Define exact work areas, installation methods, preparatory demolition, substrate repairs, flashing, trim, acceptance criteria to avoid scope disputes and provide inspection benchmarks and punchlist procedures.
List manufacturer, product model, color code, fasteners, insulation, accessory items, approved substitutions, sample approval process, and delivery schedule to prevent mismatched deliveries.
Set start and completion dates, daily work hours, milestone checkpoints, weather allowances, notice requirements for delays, and coordination with other trades, inspection windows.
Specify contract sum, deposit amount, progress payments, retainage, accepted payment methods, lien-waiver sequence tied to each payment milestone, including schedule for final release and invoicing procedures.
Detail manufacturer warranties, contractor workmanship warranty durations, remedies, warranty claim procedures, responsibility for permit or inspection reopenings, and post-completion maintenance obligations, transferability terms, and contact for warranty service.
Submit before work starts; local deadlines vary.
As agreed; note weather allowances in schedule.
Tie payments to completion checkpoints and inspections.
Request timely inspection to avoid occupancy delays.
Starts on final acceptance or specified date.
Signatures obtained and permits requested.
Order confirmations and delivery scheduling noted.
Work performed per scope and inspection readiness.
Final inspection, lien waivers, and final payment.
Martin Properties standardized digital installation agreements so crews, owners, and inspectors receive consistent scope and timeline records.
BIS selected secure e-sign workflows to centralize contract storage and demonstrate compliance during audits and client reviews.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |