Statement of Work Template

Outline the scope of work, schedule, and payments for new projects with this statement of work document template.

Simplify your workflows

Whether you’re freelancing or working on projects for your company, having a consistent statement of work process can help you avoid major headaches down the road. With this statement of work document template, you can create polished, professional documents that outline all project details for your clients and help your project workflows move seamlessly.

Create custom statements

This statement of work template is completely customizable. With the help of a simple drag-and-drop builder, you can easily add, move, or delete fields to better meet the needs of different projects and customers.

Merge data in minutes

Set up automated workflows that pull data from Salesforce, online forms, or other third-party apps directly into your documents. You’ll be able to create custom statements of work in just a few clicks.

Send directly to clients

Add Formstack Sign to your statement of work template process so clients can review and provide their signature. After statements have been signed, they can be attached to records in Salesforce or sent to another app of your choice.

Protect your information

Add a layer of security to your documents to maintain your peace of mind. Available features for document security include data encryption, SSL, password protection for individual statements, and options for HIPAA compliance.

Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems

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