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Statement Of Work What It Is And How To Write One Form

Use a Statement Of Work What It Is And How To Write One template to make your document workflow more streamlined.

What a statement of work does

A statement of work is the project document that records what a contractor or service provider will deliver, when milestones are due, how acceptance works, and what the parties will pay. It usually operates with a master services agreement rather than replacing one. To complete this form, identify the parties, project, deliverables, exclusions, dependencies, milestones, fees, acceptance criteria, and change process. Upload it to signNow, review detected fields, send it to the designated signers, and preserve the signed document with its audit trail. ESIGN and UETA generally recognize electronic signatures for qualifying U.S. transactions, subject to their requirements and statutory exclusions.

Who uses statements of work

Consulting firms

Independent consultants and agencies use a statement of work to define deliverables, milestones, acceptance criteria, fees, and client responsibilities before beginning project work. They can complete related contracts, NDAs, invoices, and change orders with signNow, preserving signed records and an audit trail for each engagement.

Business teams

Corporate procurement, legal, and operations teams use statements of work alongside master service agreements, HR forms, invoices, and consent documents. SignNow helps route the document to authorized signers, capture completion evidence, and retain the final scope for vendor governance and dispute review.

How a statement of work flows

A statement of work becomes usable when its scope, acceptance terms, and approval path are defined before electronic signing.

  • Upload document: Upload the prepared statement of work and review its detected fields.
  • Define scope: Add project parties, roles, dates, fees, and signature requirements.
  • Route signatures: Send the completed scope to each signer in sequence.
  • Archive record: Store the executed document with its audit trail.

How to complete this statement of work

Prepare the project terms first, then use signNow to place fields, route approvals, and preserve the completed statement of work.

  • Upload document:

    Upload the final project scope document.
  • Check fields:

    Review auto-detected fields and add missing ones.
  • Assign signers:

    Assign client, provider, and approver roles.
  • Send for signature:

    Send the statement through the required signing order.
  • Store records:

    Download the signed statement and audit trail.
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Features for completing statements of work

A structured statement of work workflow connects project scope, approval evidence, signer accountability, and completed records without changing the underlying commercial terms.

Defined scope

Keep deliverables, milestones, assumptions, and acceptance criteria together so both parties review the same project definition before signing or starting billable work.

Structured fields

Assign fields for fees, dates, approvals, initials, and signatures, reducing omissions when preparing a statement of work for multiple parties.

Signer routing

Route the statement of work to clients, vendors, and internal approvers in a controlled sequence that reflects contractual authority.

Audit trail

Capture timestamps, signer actions, and document history so the completed scope has supporting evidence during project administration or dispute review.

Reusable templates

Use reusable templates for recurring project engagements while updating client-specific deliverables, pricing, milestones, and acceptance language before sending.

Connected records

Connect signed statements of work with systems such as Salesforce, NetSuite, Google Drive, or Procore for organized project records.

Recommended signing workflow setup

Use a controlled signing configuration that matches the statement of work’s parties, project sensitivity, approval path, and record-retention policy.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeElectronic signature with intent
Audit trailEnable completion certificate and history
Document retentionFollow contract and industry policy
EncryptionTLS 1.2/1.3 and AES-256 protection in transit and at rest

What the audit trail records

A signNow audit trail documents signer identity, timing, document integrity, and completion history for the executed statement of work.

01

Authenticate signer:

Records the email link, SMS code, or configured identity check.
02

Capture timestamps:

Captures the exact time each signer opens and signs.
03

Hash document:

Creates a cryptographic digest of the document contents.
04

Seal record:

Links actions and signatures into tamper-evident completion evidence.
05

Log activity:

Preserves IP address, signer actions, and document history.
06

Export trail:

Allows authorized users to download the completed file and certificate.

Mobile options for project documents

SignNow supports statement-of-work preparation and signing through iOS and Android mobile apps, with offline signing and camera-based document capture for project teams working away from the office.

  • Mobile apps iOS and Android apps
  • Offline mode Offline signing available
  • Camera capture Camera document capture

Organizations should manage mobile access through approved devices and user permissions. Enterprise deployments can connect signNow through API access and SSO provisioning, while teams handling regulated information should configure authentication, retention, and access controls appropriate to the record.

Security for signed project records

Transport encryption:

TLS 1.2/1.3 in transit

Storage encryption:

AES-256 at rest

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Health information:

HIPAA compliant with BAA

Risks of incomplete statements of work

Unclear deliverables

Scope dispute

Missing acceptance terms

Payment dispute

Absent signing history

Evidence gap

Unauthorized signer

Approval challenge

Challenges when preparing a statement of work

  • Project teams omit measurable acceptance criteria, leaving clients and contractors to interpret when deliverables satisfy the agreed statement of work.
  • A statement of work references a master agreement but fails to identify the controlling version, creating uncertainty about conflicting terms.
  • Multiple approvers sign separate copies, making it difficult to establish which scope, fee schedule, or milestone sequence governs the project.
  • Personal information, pricing details, or confidential project data remains visible to recipients who do not need access to the completed record.

Statement of work troubleshooting

These answers address field detection, signer routing, electronic-signature validity, plan capabilities, and evidence for completed statements of work.

Upload the original statement of work again and inspect detected fields before sending. The Business plan includes templates, fields, legally binding eSignatures, and audit trails, allowing the sender to correct misplaced or missing signature fields before routing.

Check each recipient’s email address, signer role, and signing order. A signNow sender can route the statement sequentially, while a shareable signing link can support a recipient who should sign without receiving a fixed email invitation.

Use SMS OTP or another configured authentication control when the project requires stronger signer attribution. signNow supports advanced signer authentication on Enterprise, while ESIGN and UETA focus on intent, consent, attribution, and record retention.

A typed, drawn, or click-to-sign signature can satisfy the electronic-signature process when the signer demonstrates intent and consents to electronic records. For consumer-facing transactions, review the ESIGN disclosure requirements in 15 U.S.C. §7001(c).

Business includes audit trails and templates; Business Premium adds bulk send, useful when distributing substantially similar statements to multiple clients. Annual prices are $8 and $15 per user monthly, respectively, before any applicable overage fees.

Export the signed statement and its completion certificate from the finished document record. The audit trail preserves timestamps, IP information, signer actions, and document history, supporting later review of who approved the project scope and when.

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