Write a statement of work clients sign online

Put scope, deliverables, exclusions, a Gantt timeline and the price in one statement of work, and have client and supplier sign it online.

A statement of work (SOW) defines a project's objectives, scope, deliverables, timeline, acceptance criteria and price. In QuoteCloud you write it from a SOW template, add a Gantt chart for milestones and a price table for fees, lock standard assumptions and exclusions, then assign eSignature blocks so the client and your business both sign online.

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Illustration of a project timeline (Gantt chart) in QuoteCloud: “Statement of Work: Customer portal rebuild” from Northpoint Digital for Fernwood Insurance Brokers. It lists Discovery and UX workshops, 2 weeks, $9,600.00; Design system and UI, 3 weeks, $14,400.00; Build and integration, 6 weeks, $38,400.00; Testing and launch, 1 week, $5,200.00; Optional: support retainer, Monthly, 12 months, $1,800.00/mo. Total $74,360.00. Status: Signing.

How to write a statement of work

5 steps, start to signature.

  1. Step 1: State objectives and scope

    Start from a SOW template and describe the purpose, what is in scope and, just as clearly, what is out of scope.

  2. Step 2: List deliverables and acceptance

    Name each deliverable, its format and how the client will accept it, such as written sign-off within five business days.

  3. Step 3: Plot the timeline

    Add a Gantt chart block with phases, tasks and milestones, so the schedule sits inside the SOW rather than in a separate file.

  4. Step 4: Price the work

    Use a price table with a section per phase, one-off fees and repeating items such as a monthly retainer, plus payment terms.

  5. Step 5: Collect both signatures

    Assign an eSignature block to the client and one to your business. Each signs online, and the signed SOW carries a full audit trail.

Statements of work before and after QuoteCloud

Less retyping, less chasing, no printing.

  • Before: Scope in one file, price in another, timeline in a third

    With QuoteCloud: Scope, Gantt timeline and price table in one signable document

  • Before: Scope creep because exclusions were never written down

    With QuoteCloud: Standard assumptions and exclusions as locked blocks in every SOW

  • Before: Two signatures chased separately by email

    With QuoteCloud: Client and supplier each sign their own eSignature block online

QuoteCloud features for statements of work

Each tile shows the plan it starts on. See QuoteCloud pricing.

  • Gantt charts in the document

    Phases, tasks and milestones drawn with the Gantt chart block, next to the scope they schedule.

    Plan: Business+

  • Fees by phase and term

    Price table sections per phase, with one-off and repeating prices such as monthly retainers, totalled separately.

    Plan: Essentials+

  • Signers in their own blocks

    Multiple signers, each assigned to their own eSignature block, signing on any device without an account.

    Plan: Every plan

  • Locked standard clauses

    Keep assumptions, exclusions and terms as locked library blocks, so they appear in every SOW and stay unedited.

    Plan: Business+

  • SOW templates for your team

    Save a SOW as a template with your headings, terms and signature blocks, and reuse it for every engagement.

    Plan: Essentials+

  • Revisions with history

    Revise a sent SOW and keep earlier versions in the document history, so everyone can see what changed.

    Plan: Business+

Who uses QuoteCloud for statements of work?

Scope, deliverables, timeline and price in one signable SOW.

  • Agencies and web developers

    Turn a signed proposal into a phased SOW with deliverables, a Gantt timeline and fees per phase.

  • IT and consulting firms

    Document scope, service levels and exclusions for each engagement under a master agreement, then collect both signatures.

  • Architects and engineers

    Set out stages, drawings to be delivered and fee breakdowns so the client knows exactly what each stage includes.

Templates you can make for statements of work

Save each as a template once; reuse it for every client. Browse ready-made templates.

  • Statement of work
  • Scope of work
  • Consulting statement of work
  • Software development SOW
  • Managed services SOW
  • Website project SOW
  • Architectural services fee proposal

Industries that use QuoteCloud for statements of work

A few of the industries it suits.

  • Web developers
  • IT services
  • Consulting
  • Marketing services
  • Architects and engineers
  • Construction

Rated, secure and in business since 2013.

  • 4.2Capterra rating
  • 4.2Software Advice rating
  • 2013Building QuoteCloud since
  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Statements of work: questions, answered

Try QuoteCloud for statements of work. Free for 14 days.

No credit card required. Free plan available.