Statement of work template with two repeating tables.
A services SOW with deliverables and milestone-fee tables that grow to any length. Download it free and let Claude draft scoped, priced SOWs from a project brief.
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About this template
This SOW template pairs two repeating regions — {{TableStart:Deliverables}} and {{TableStart:Milestones}} — with project, party, and fee fields. It's built for agencies and consultancies who scope similar projects repeatedly: describe the engagement to Claude, and it produces a complete SOW with dated deliverables, a milestone payment schedule, and your standard payment terms.
Every {{placeholder}} the agent fills in.
| Field | What it means | Example |
|---|---|---|
{{ProjectName}} | Name of the engagement. | Customer Portal Redesign |
{{ClientName}} | Client contact name. | Steven Park |
{{ClientCompany}} | Client's company. | Park & Co. |
{{VendorName}} | Your business name. | Northwind Studio |
{{StartDate}} | Engagement start date. | 2026-07-01 |
{{EndDate}} | Engagement end date. | 2026-09-30 |
{{Deliverables}} | Repeating region — one row per deliverable (Item, Description, DueDate). | array of rows |
{{Milestones}} | Repeating region — one row per milestone (Milestone, Amount). | array of rows |
{{TotalFee}} | Total engagement fee. | £12,000 |
{{PaymentTerms}} | Your payment terms. | Net 14 from each milestone invoice. |
{{PreparedBy}} | Name of the person issuing the SOW. | Jordan Lee |
Ask Claude in plain English.
Or pass a JSON payload directly
{
"ProjectName": "Customer Portal Redesign",
"ClientName": "Steven Park",
"ClientCompany": "Park & Co.",
"VendorName": "Northwind Studio",
"StartDate": "2026-07-01",
"EndDate": "2026-09-30",
"Deliverables": [
{ "Item": "Discovery", "Description": "Stakeholder interviews and audit", "DueDate": "2026-07-15" },
{ "Item": "Design", "Description": "Hi-fi prototypes for 6 core screens", "DueDate": "2026-08-15" }
],
"Milestones": [
{ "Milestone": "Kickoff deposit", "Amount": "£6,000" },
{ "Milestone": "Design sign-off", "Amount": "£6,000" }
],
"TotalFee": "£12,000",
"PaymentTerms": "Net 14 from each milestone invoice.",
"PreparedBy": "Jordan Lee"
}From download to Claude-callable in four steps.
Grab the .docx, open it in Word, and swap in your logo, colors, and any clauses you want. Keep the {{placeholders}} you need.
Drop the file into your DocExport workspace. It auto-annotates every field in plain English so your agent knows what each one means.
Point Claude (Desktop, API, or any MCP client) at your DocExport endpoint. The template shows up as a callable tool.
Ask in plain English. Claude previews, self-corrects, and returns a polished PDF or DOCX via signed URL.
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