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Administrator Guide
Last Updated: 2023-06-23
Create Statement of Work Templates

Create Statement of Work Templates

When creating a statement of work (SOW), you might want to include certain clauses, such as a schedule of delivery. You can create an SOW clause template that contains those clauses. This template enables you to add that text to the SOW, without needing to rewrite the clause.
Any edits to the SOW Clause Templates will only apply to future created SOWs, not already created SOWs.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Statement of Work
     section, click
    SOW Templates
    .
  3. Click
    Add New SOW Clause Template
    .
  4. Add the appropriate text in the field and select the options to apply to the clause.
    Option Description
    Default
    Automatically selects the SOW clause template. You can utilize this option for SOW clauses that you use often.
    Active
    SOW clause templates currently used. Inactive templates remain, but not available to be used.
    Lock Clause
    Prevents users from editing SOW clauses. You might want to use this option to protect legal language of the clause. Locked clauses can still be edited in
    SOW Clause Templates
     in
    Company Settings
    .
  5. (Optional) To add sections and subsections, click
    Add Section
     .