Statement of work template

One piece of work under a master agreement: scope, milestones, acceptance, fees and dependencies. A sample contract you can read in full, edit in QuoteBill and sign online with a secure link.

Sample — review with a lawyer · Simple electronic signature with an audit trail

Who it is for

For a service provider and a client who already have a master agreement and want to order one piece of work under it, with its own scope, dates, acceptance criteria, fees and contacts.

This statement of work only works together with a master agreement the parties have already signed; for a stand-alone job, start from the service agreement instead.

What it covers

13 clauses, in this order. Each one is in the sample text below, and you can edit, remove or add clauses before you send.

  • 1. Master agreement

    Blanks for the title and date of the master agreement this work is ordered under. Its terms apply here, and its defined words keep their meaning.

  • 2. Scope of work

    A blank where you describe the services, and one for examples of what is out of scope. Anything not described needs a change or a new statement of work.

  • 3. Deliverables

    A blank listing each result and its format. Every deliverable must meet the acceptance criteria below and the master agreement’s standards.

  • 4. Schedule and milestones

    Start date, planned end date and a milestone list. The dates assume the Client delivers its part on time; a delay on its side moves the later dates by the same number of days.

  • 5. Acceptance

    The Client checks each deliverable within a set number of business days against the criteria you state, or it counts as accepted. Listed defects are fixed and resubmitted, and only the corrected points are reviewed again.

  • 6. Fees and payment

    The fees come from the price schedule, on a fixed-price or time-and-materials basis you choose. Invoices follow milestones or months, hours are recorded, and an estimate is not exceeded without the Client’s agreement.

  • 7. Assumptions

    A blank for what the fees and dates rely on. If an assumption proves wrong, the provider says so at once and the effect is handled as a change.

  • 8. Client dependencies

    A blank for what the Client provides and by when, plus one person who can decide. Waiting time beyond a set number of business days may be charged, and the schedule moves.

  • 9. Changes

    Either side can ask for a change; the provider sends a proposal with its effect on fees and dates within a set number of business days, and it applies only once both agree in writing or electronically.

  • 10. Contacts

    Blanks for one contact on each side. They receive notices, approve deliverables and agree changes within the authority their party gave them.

  • 11. Precedence

    The master agreement wins over this document unless this document names the clause it changes. A blank records which clauses, if any, are changed for this work only.

  • 12. Term and termination

    The work ends when the last deliverable is accepted and paid. It can be ended as the master agreement allows; work done is paid and work in progress is handed over.

  • 13. Governing law and disputes

    The law you name applies. The sides first try to settle a dispute in good faith, and otherwise the courts you name decide.

A price schedule (items, quantities and prices) is part of this contract. It starts empty, in your currency, and the clauses on fees and payment point to it.

The sample text

The whole sample, as QuoteBill starts it. Text in double square brackets, like [[10]], is a blank to fill in or check, and QuoteBill does not let you send a contract while one is left. The clause text is written in English, Korean, Japanese and German; in other languages a contract starts in English for you to translate.

Read the sample text

Statement of Work

Parties: Service Provider · Client

1. Master agreement

This statement of work is made under the master services agreement between the parties titled [[Title of the master agreement]] and dated [[Date of the master agreement]] (the “Master Agreement”). The terms of the Master Agreement apply to it, and words defined there have the same meaning here. Statement of work number: [[Number or reference]].

2. Scope of work

The Service Provider will perform the following services:

[[Describe the services and deliverables]]

Work not described here, in particular [[Examples of what is out of scope]], is outside this statement of work and needs a change or a new statement of work.

3. Deliverables

The Service Provider delivers the following results in the format stated:

[[List each deliverable with its format, e.g. source files, a report, a trained team]]

Each deliverable must meet the acceptance criteria below and the standards of the Master Agreement.

4. Schedule and milestones

Work starts on [[Start date]] and is planned to finish by [[End date]]. Milestones:

[[Milestone, deliverable and date, one per line]]

The dates assume that the Client meets the dependencies below on time; a delay on the Client’s side moves the later dates by the same number of days.

5. Acceptance

The Client reviews each deliverable within [[10]] business days of delivery against these criteria: [[Acceptance criteria, e.g. the agreed specification or test cases]]. The Client accepts it or lists the defects in writing or in electronic form; a deliverable with no response in that period is treated as accepted. The Service Provider corrects listed defects within [[10]] business days and resubmits, and the review period then starts again for the corrected points only.

6. Fees and payment

The fees for this statement of work are shown in the price schedule of this contract, on a [[fixed-price or time-and-materials]] basis. The Service Provider invoices [[on acceptance of each milestone or monthly in arrears]], and the Client pays on the payment terms stated in this contract. For work charged by time, the Service Provider sends a record of hours with each invoice, and the estimate of [[Estimated hours or amount]] is not exceeded without the Client’s agreement in writing or in electronic form.

7. Assumptions

The fees and the schedule rely on these assumptions:

[[Assumptions, e.g. existing systems, data quality, number of review rounds]]

If an assumption proves wrong, the Service Provider tells the Client without delay, and the parties handle the effect on scope, fees and dates as a change.

8. Client dependencies

The Client provides the following on time:

[[What the Client provides and by when, e.g. content, access, decisions, test environments]]

The Client names one person who can take decisions for this statement of work. Waiting time the Service Provider cannot use otherwise may be charged at the agreed rates once it exceeds [[5]] business days, and the schedule moves accordingly.

9. Changes

Either party may request a change to the scope, deliverables, schedule or fees. The Service Provider sends a change proposal with its effect on fees and dates within [[5]] business days of the request. The change takes effect only when both parties have agreed to it in writing or in electronic form; until then the parties follow this statement of work as it stands.

10. Contacts

Service Provider: [[Name, role, email and phone]]

Client: [[Name, role, email and phone]]

These contacts receive notices under this statement of work, approve deliverables and agree changes within the authority their party has given them.

11. Precedence

Where this statement of work conflicts with the Master Agreement, the Master Agreement prevails, except where this statement of work expressly names the clause of the Master Agreement it changes and states the change. Such a change applies to this statement of work only. Clauses of the Master Agreement changed here: [[List them, or write “none”]].

12. Term and termination

This statement of work ends when the last deliverable has been accepted and the fees have been paid. It may be terminated as the Master Agreement allows. The Client then pays for the work done and the deliverables accepted until termination, and the Service Provider hands over the work in progress in its current state.

13. Governing law and disputes

This agreement is governed by the law stated under Governing law. The parties will first try to settle any dispute in good faith. Otherwise the courts stated under Jurisdiction decide, unless mandatory law provides otherwise.

Payment terms

Payment within [[14]] days of receiving each invoice, by bank transfer to the account stated on the invoice.

Governing law

[[Country or state whose law applies]]

Jurisdiction

[[Courts that decide disputes, e.g. the courts of your city]]

How to use it

  1. Choose the template

    Press the button to use this template. If you are not signed in, you first sign in or sign up for free and then come straight back to it.

  2. Start a draft

    The new-contract page opens with this template marked. Press its card to create a draft. Your company details fill in Party A, and you fill in the blanks, the other party and, where the template has one, the price schedule.

  3. Send it for signature

    You sign first, then send each signer a secure link and, by another route, an access code. Signers need no account.

Next steps

  • Your client opens the link on any device and needs no account. See what the signing looks like on the E-Contracts page, and read which kind of electronic signature is enough for which document.

  • Already signed? Make the invoice from the signed contract: the parties and the price lines carry over, in full or for a deposit. The guide on turning a quotation into an invoice shows how to review the new draft, its dates and the PDF.

What it is, and what it is not

QuoteBill creates a simple electronic signature with an audit trail. In the EU, the UK, the US and Korea a signature is not denied legal effect only because it is electronic, and in Japan most contracts need no particular form at all. What a simple electronic signature proves in a dispute depends on the evidence behind it, and some documents need another form.

It is not a qualified or advanced electronic signature, and QuoteBill does not verify who the signers are. It records the use of the link and access code you delivered, so anyone who has both can sign. The signature certificate lists every link issued and, for each action by the sender or a signer, its IP address and browser where they could be read.

Some documents need another form. Wills, many real-estate transfers, guarantees and some employment documents must, in some countries, be handwritten, notarised or signed with a qualified signature. The templates are samples, not legal advice: review them with a lawyer.

Are e-signatures legally binding? Read the guide

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