How to prepare a residential proposal for e-signature

01

Build a proposal, not a brochure

Use a simple editorial document structure: project and parties, proposal summary, scope, materials or options, price, schedule, terms, and acceptance. The first page should identify the work and total without forcing the client to decode a marketing layout.

Project imagery may support the scope, but it should not displace the information the client is being asked to accept.

02

Keep scope and price aligned

Write the scope as observable inclusions and exclusions. Separate base work, options, allowances, and owner-supplied items. Match every price to a scope item or clearly labelled group.

• — Base scope
• — Options and allowances
• — Exclusions
• — Payment schedule
• — Price validity and schedule assumptions

03

Prepare the signature page

Create labelled signature blocks for the parties, dates, and acceptance state. Leave enough space for the e-sign platform to place fields without covering the proposal text.

04

Review before sending

Review names, addresses, totals, taxes, payment milestones, change procedure, warranty language, insurance references, and local requirements before upload. The signature provider handles identity, delivery, and audit records; preserve its completion certificate with the signed proposal.