Sales & CRM

Statement of Work Writer

Turn the notes of a discovery call into a scoped statement of work. Paste the notes or your recap of the call, your day rates and the effort you expect per workstream.

What installing it brings

  • 1 workflow17 steps in what runs behind it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
+3

About this application

Turn the notes of a discovery call into a scoped statement of work. Paste the notes or your recap of the call, your day rates and the effort you expect per workstream. The app drafts the deliverables, assumptions, exclusions and acceptance criteria from what the notes say, quotes the sentence behind every item, checked word for word, and marks whatever the notes do not say as to confirm with the client. Dates in business days, effort and fees in whole cents are counted by code from your rate card and your effort: it never estimates days and has no default rate. The text to copy uses your own section headings and your standard terms, unchanged. Each statement is a card on your SOW board (Draft, then Sent or Signed when you say so); a Draft is rewritten in place, a Sent or Signed one is never touched, and the same notes are not read again. Settings: client, project, rates, effort, headings, terms, start date, holidays, client deadline, currency, tax, language, read again, and preview only. Needs no account. Nothing is sent or signed, and it is not legal advice. To price line items by hand, see Quote Forge. To follow up a sent quote, see Quote Follow-up.

The application

The published app, exactly as it runs.

This preview is not interactive.

The workflow

What runs behind it: 17 steps, 1 screen.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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