Scope approval
How can I send a scope of work that clients approve online?
Short answer
Send the scope as a link the client can read on any device, have them approve it with an electronic signature, and keep a record of exactly which terms they approved. If you change the terms later, the approval should reset so the client approves the new version. PaloWorks does this without the client making an account.
Free for 1 client, 3 active projects. No card to start. Updated by PaloWorks.
What to look for
Everything that defines the job
Missing exclusions and missing round limits are where scope creep starts.
In PaloWorks
Deliverables, exclusions, included revision rounds, timeline, price and how long the quote stands, on one page.
An approval you can point to
"You agreed to this" needs a name, a time and the exact terms.
In PaloWorks
The client ticks an e-sign consent box and types their name. The record keeps their name, time, IP address and a fingerprint of the terms.
Versions when terms change
An approval of version one should not quietly cover version two.
In PaloWorks
Editing approved terms saves the old version, clears the approval and shows the client what changed.
Room to push back
A client who cannot ask a question will sign late or not at all.
In PaloWorks
Before approving, the client can ask for changes or decline with a reason.
No login for the client
Every extra step between the link and the signature costs days.
In PaloWorks
The scope opens from a link. Approving uses the signing link emailed to the client, with no account.
How it works in PaloWorks
Step 1
Draft the scope
Start from a template or your client's intake answers. On Pro and Studio, AI can draft it from the brief for you to edit.
Step 2
Send it
The client reads it from a link and approves from the signing link emailed to them.
Step 3
Keep the record
The approval stores the name, time, IP address and a fingerprint of the exact terms.
Step 4
Change it properly
Edit the terms and the client sees what changed and approves the new version.
When PaloWorks is the wrong pick
- Large agencies that need multi-step internal approval chains and redlining before anything reaches the client will want a contract lifecycle tool.
- If you need a full contract with legal clauses rather than a scope, PaloWorks has contracts on Pro and Studio, but a lawyer should still review your terms.
Comparing tools? Read PaloWorks compared, including what the others are better at.
Questions people ask
- What should a scope of work include?
- Deliverables, what is excluded, the number of revision rounds, the timeline, the price and how long the quote is valid. Our scope of work template walks through each part.
- Can I change the scope after the client approves it?
- Yes. The old version is saved, the approval is cleared, and the client sees what changed and approves again. Changing only the quote's expiry date does not clear the approval.
- Does the client need to create an account?
- No. They read the scope from a link and approve from the signing link emailed to them.
- Is scope approval on the free plan?
- Yes. Scopes and online approval are on every plan. AI drafting from the brief is on Pro and Studio.