Scope of Work
Describe which pages, databases, media, plugins, and theme assets will be migrated, and state any exclusions to avoid scope creep.
A written Website Development WordPress Migration document reduces ambiguity about deliverables, minimizes downtime risk, and documents consent for remote actions. It creates a clear record for dispute resolution and retention obligations, and supports electronic execution under ESIGN and UETA where permitted.
Organizations and vendors use this agreement to coordinate technical tasks, allocate risk, and document required approvals.
The document helps both technical and non-technical stakeholders align on rollout timing, testing responsibilities, and approval procedures.
Describe which pages, databases, media, plugins, and theme assets will be migrated, and state any exclusions to avoid scope creep.
List deliverable items (staging site, export files, documentation, training) with formats, file locations, and acceptance criteria for each item.
Set discovery, content freeze, migration window, testing, and go-live dates, plus contingency windows and change-order procedures.
Specify required admin accounts, temporary credentials handling, least-privilege access, and procedures for revoking access after completion.
Define test cases, user acceptance testing, SEO checks, data integrity verification, and the rollback plan if migration issues occur.
Cover payment, warranties, intellectual property assignment, liability limits, confidentiality, and governing law for the agreement.
| Field | Configuration |
|---|---|
| Authentication | Email + optional SMS code for signer identity |
| Document Formats | PDF or DOCX exports for recordkeeping |
| Conditional Fields | Use conditional acceptance for optional services |
| Notifications | Auto-notify stakeholders at each milestone |
Identify file formats, integration endpoints, and storage platforms before work begins to avoid rework.
Confirm integration credentials and test API connections in staging so production transfers require minimal coordination and fewer outages.
1–2 weeks to map pages and plugins
1–6 weeks depending on data size
1–2 weeks for QA and UAT
24–72 hours recommended around go-live
24–72 hours for global propagation
| 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 | Yes, 7-day trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |
Intro: Optica Ventures needed a straightforward migration with minimal customer friction and clear approvals.
Intro: A medical practice required a compliant transfer and secure sign-off on patient-facing content changes.