Scope
Define the functional areas, features, and limits of the testing effort so reviewers know what is included and what is explicitly excluded from acceptance.
A clear UAT Draft reduces ambiguity about acceptance criteria, makes stakeholder expectations explicit, and creates an auditable trail for release decisions. It helps limit post-release defects and supports regulatory or contractual obligations where traceability is required.
UAT Drafts are prepared and reviewed by cross-functional teams to confirm business requirements are met before launch.
Final sign-off is typically performed by designated business owners, product managers, or delegated approvers who accept production readiness.
Define the functional areas, features, and limits of the testing effort so reviewers know what is included and what is explicitly excluded from acceptance.
List named scenarios with steps, test data, expected results, pass/fail criteria, and traceability to requirements or user stories.
Specify test environment, system builds, data sets, access credentials, and any configuration required to reproduce results consistently.
Record measurable success criteria, allowable defect thresholds, and conditions that must be met before a release can be approved.
Provide signatory lines with names, roles, and dates for business approvers, QA leads, and release authorities who will accept the outcome.
Document known issues, mitigations, rollback procedures, and any required follow-up work after production deployment.
| Field | Configuration |
|---|---|
| Reviewer Sequence | Route in role order: tester → QA lead → product manager |
| Authentication | Use email or multi-factor authentication for approvers |
| Notifications | Enable reminders at 48- and 24-hour intervals |
| Audit Trail | Capture timestamps, IPs, and action logs for each signer |
Choose a signing platform that supports common file types and audit logging for compliance and traceability.
Issue at least 7 business days before planned testing window
Allocate 3–10 business days depending on scope
Allow 48–72 hours for critical fixes and retest
Secure approvals 2 business days prior to release
Archive signed draft upon completion of sign-off
| 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 trial | Verify | Verify | Verify | Verify |
| Bulk Send | Yes (Business Premium) | Verify | Verify | Verify | Verify |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Verify | Verify | Verify |