Complex workflow · 6 steps · about 20 sec
One SOW template, the right clauses for each client
Every client gets exactly the clauses that apply to them.
Enterprise clients get a dedicated support clause; standard clients do not. Write one SOW template with client details as variables and the enterprise clause as a conditional section. Every SOW you create from it includes exactly the clauses its client’s tier calls for.
Step 1 of 6Write the SOW once. Client details are variables, filled in for each client.
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Every step
The same walkthrough as text, screen by screen.
- 01
Write the template
Write the SOW once. Client details are variables, filled in for each client.
On a computer
- 02
Add a conditional clause
Add a conditional section: the enterprise support clause shows only when the tier is enterprise.
On a computer
- 03
Save the template
The clause carries its rule. Save the template for the whole team.
On a computer
- 04
Create an enterprise SOW
Create a SOW for Harbor Health, an enterprise client: fill in their details once, then send.
On a computer
- 05
The enterprise clause
Harbor Health's SOW includes the enterprise support clause.
On a phone
- 06
Standard client, no clause
Northwind, on the standard tier, gets the same SOW without the enterprise clause.
On a computer
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