Scope Exhibit
A precise statement of deliverables, milestones, and measurable acceptance criteria included as an exhibit to avoid scope creep and to link payments to verifiable outputs.
A complete Subcontractor Agreement Package reduces ambiguity about deliverables, payment, and risk allocation while creating enforceable contractual obligations. Properly executed packages support compliance with tax reporting (1099), insurance verification, lien waiver coordination, and dispute resolution procedures under state law and contract principles.
General users include contractors, subcontractors, project managers, and legal or procurement teams who need a repeatable contracting workflow.
The package supports collaboration across operations, finance, and legal teams and ensures each signer has a consistent record of obligations and conditions.
A company officer, project executive, or delegated contracts manager who has authority to bind the contractor and approve payments. This signer confirms scope acceptance, insurance verification, and payment milestones on behalf of the prime contractor.
An authorized representative of the subcontractor — owner, officer, or designated project manager — who accepts work scope, warranty obligations, safety and compliance requirements, and the payment schedule.
A precise statement of deliverables, milestones, and measurable acceptance criteria included as an exhibit to avoid scope creep and to link payments to verifiable outputs.
Detailed payment schedule, retainage rules, approved invoice formats, and timing for progress payments or final payout to reduce disputes and support accounts payable workflows.
Insurance minimums, named insured endorsements, and reciprocal indemnity language that clarify who bears loss and limits exposure for both parties during the project.
W-9 request, backup withholding instructions, and 1099 reporting obligations so both parties can comply with IRS information return requirements.
A written mechanism for proposed changes, approval authority, pricing adjustments, and schedule impact to ensure all variations are documented and authorized.
Clear termination triggers, cure periods, liquidated damages or holdback procedures, and dispute resolution steps to manage contract exits and claims.
| Field | Configuration |
|---|---|
| Upload Template | Store master subcontract and exhibits as reusable template |
| Assign Roles | Define signer order and required approvers |
| Authentication | Choose email, SMS code, or stronger ID verification |
| Retention Policy | Enable automatic archive and audit trail capture |
Use secure, auditable distribution channels that capture metadata and support later retrieval.
Integrations with systems like NetSuite, Salesforce, Microsoft 365, Procore, Box, and Google Workspace simplify routing and archive workflows while preserving an audit trail.
Set immediately when all signatures are obtained
Follow payment terms (e.g., net 30) specified in contract
Form 1099-NEC to recipients by Jan 31 each year
Retention periods begin on execution or final payment date
Require written acceptance before altered work proceeds
Prepare initial package and circulate for internal approval
Negotiate scope, price, and insurance terms with subcontractor
Collect all required signatures and certificates of insurance
Confirm deliverables, collect lien waivers, and process final payment
| 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) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |