SOW & Document Templates for Use

Getting started with a template from ScopeStack.

We have provided you with a few documents and SOW Frame templates to get started with while using ScopeStack. You can modify these templates or use them as the basis for building your own. 

We keep several templates on this site that work in a few different ways. As we develop new techniques to generate documents in creative ways, we will add new templates. 

Click here to download these documents from Google Drive and open them with Microsoft Word.

Professional Services-Only Template

This is our standard single-phase task document. Some key features:

  • This document will follow task ordering present in our Scope Editor

  • This document features unique language filtering, meaning only unique language per phase will be listed for Language Fields.

It utilizes several language fields that need to be present in your account for it to work properly, including:

  • "out" for Out of Scope

  • "customer" for Client or Customer Responsibilities

  • "assumptions" for Assumptions

  • "deliverables" for Deliverables

Managed Services-Only Template

This is our standard managed-services document.

  • This document will follow task ordering present in our Scope Editor

  • This document features unique language filtering, meaning only unique language per phase will be listed for Language Fields.

It utilizes the Out of Scope language field.

PS + MS Template

This template will display both Professional and Managed Services

  • This document will follow task ordering present in our Scope Editor

  • This document features unique language filtering, meaning only unique language per phase will be listed for Language Fields.

It utilizes several language fields that need to be present in your account for it to work properly, including:

  • "out" for Out of Scope

  • "customer" for Client or Customer Responsibilities

  • "assumptions" for Assumptions

  • "deliverables" for Deliverables

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