Guide · Agencies and consultants
How to get a statement of work signed.
A statement of work changes with every project but the signature block never does. Template it once.
- 1. Export the SOW as a PDFScope, deliverables, price and payment terms in your own wording.
- 2. Apply your SOW templateChoose the template when you upload so the signature, name, title and date fields land in the right place.
- 3. Add the client signer and yourselfMost SOWs are countersigned. Assign the client's fields to them and yours to you.
- 4. Send and let reminders runOn Pro, anyone who has not signed after a few days gets a polite nudge automatically.
- 5. Attach the sealed PDF to invoice oneThe sealed copy and the audit certificate are your record that the scope was agreed.