SOW Studio

Estimate

John Bouchard · Quick SOW · draft · 20260811-JB01 · $3,050.23
View Word PDF Email to customer
Basics Scope Fees Terms Clause overrides Time Billing Change orders Review (1)

Header

Used wherever the SOW refers to the underlying agreement. Leave blank to use the attached terms.

Narrative

Timing, location and commercial terms

Left blank, the total is the sum of milestones (or rates × hours).

Scope items

These become the bulleted scope list. Untick "In scope" to move an item to the exclusions list — the SOW you win is usually the one that says clearly what it does not cover.
ItemIncluded?

Roles and billing rates

Current total on this SOW: $3,050.23. Milestones take precedence over rates when computing the total.
RoleRate / hrEst. hours Amount

Customer terms and conditions

Ticked documents are named in the introduction, listed in the exhibit table, and attached to the email. Manage the library on the customer page.
No terms documents on file for John Bouchard. Upload one.

Clause overrides for this SOW only

Blank means "use the standard wording from the clause library". Tokens available: {{CUSTOMER}} {{PROVIDER_SHORT}} {{ACCEPTANCE_DAYS}} {{PAYMENT_DAYS}} {{AGREEMENT}}. Start a line with - for a bullet or # for a numbered item.

Hours against the engagement

0 hours logged. Set a not-to-exceed on the Basics tab to get a burn-down against the cap.
Unbilled: 0 hrs ($0) — bill it from the Billing tab.

Entries

No time logged yet.

Purchase orders

Their AP department won't pay an invoice that doesn't reference a PO. File each PO here and every invoice draws it down, so you know when to ask for a supplement.

Invoices

Add milestones (or a PO) first — invoices are built from them.

Change orders

Once a SOW is signed, scope or fee changes live here — each one gets its own signable document, and approved COs roll into the effective engagement value.
No change orders on this SOW.
New change order

Pre-flight check

Things a customer (or their lawyer) would notice. Warnings only — nothing stops you sending.
⚠️No governing agreement: nothing attached and no agreement wording set — the SOW will cite a generic MSA that may not exist. Fix

Todoist

Add a Todoist API token in Settings to push milestones and customer responsibilities as tasks.

Executed & returned documents

The countersigned SOW, redlines the customer sends back, and anything else that belongs in this engagement's legal record. Filing a signed copy also flips a draft/sent SOW to signed.

Archived revisions

A snapshot is taken automatically every time this SOW is sent or marked signed — the record of exactly what the customer saw. You can also archive one manually.
No snapshots yet — one will be taken when you send or sign.