Statements of Work that read like a deliverable, not a contract.
Salesforce SOW generation for services teams. SalesSign helps services and consulting teams build SOWs with clear deliverables, milestones and pricing — merge-fielded from Salesforce, signed by the buyer on any device, and synced back to the Project or Opportunity record.
For SOWs, deliverables and milestone-based engagements.
Why teams choose SalesSign for Salesforce SOW generation.
Designed for deliverables
Milestone tables, deliverable lists and timeline blocks make SOWs feel like project plans, not legal documents.
Merge from Salesforce
Pull deliverables, milestones, hourly rates and project costs from Opportunities, Quotes or custom objects.
Multi-recipient signing
Buyer, vendor counter-signer, and any required approver — parallel or sequential, with automated reminders.
What you get for statements of work.
Everything you need to send, sign and track — included on every plan.
Milestone tables
Pre-built milestone, deliverable and timeline components designed for services and consulting engagements.
Salesforce merge
Merge deliverables, rates, fees and project metadata from any Salesforce object.
Approved templates
Legal-approved SOW templates with locked T&Cs and unlockable commercial sections.
Project-record sync
Signed SOW lands on the Project (or Opportunity / Account) with the accepted deliverables captured as Salesforce data.
A closer look at SalesSign for statements of work.
Built for deliverables, not boilerplate
Drag-in milestone tables, deliverable checklists and timeline blocks make SOWs scannable and clear — for the buyer and for whoever has to deliver them next month.
Legal-approved T&Cs, sales-customised scope
Locked legal sections mean reps can’t edit the indemnification or IP clauses. They can fully customise the scope, deliverables and pricing.
Signed SOW becomes a project plan
When the buyer signs, the accepted milestones and deliverables sync back to Salesforce as structured data — ready for PSA or PMO tools.
Do more with every document, without another tool.
Forms that fill in Salesforce
Collect answers, files and consent inside the document or on its own link. Every answer lands on the Lead or Contact, then the applicant signs.
Explore Forms → Sign & PayGet paid the moment they sign
Take a deposit or the full amount by card through your own Stripe account, with the payment written back to Salesforce.
Explore Sign & Pay → AI StudioDraft it with AI Studio
Generate copy, tables and form fields inside the builder from a prompt, or let the Architect lay out a whole document for you.
Explore AI Studio →Frequently asked questions.
Can we re-use our existing SOW templates?
Yes. Existing SOWs can be re-created in the SalesSign builder and converted to merge-fielded templates with locked legal sections.
Does SalesSign integrate with PSA or PM tools?
Indirectly. Signed SOWs sync deliverables and milestones to Salesforce, which most PSA tools (Certinia, Mavenlink, Kantata) integrate with natively.
Can buyers redline deliverables?
Buyers can’t edit the SOW directly, but interactive pricing tables and option toggles let them confirm scope choices that are captured exactly on the signed PDF.
Does SalesSign support hourly-rate plus fixed-fee SOWs?
Yes. Mixed-rate models, retainers and milestone-based fees can all be modelled in the pricing tables.
Every use case on this page is Salesforce document generation that runs inside the Salesforce record: the document is built from the record, signed by the buyer and written back without a separate application.
Ready to see SalesSign for statements of work?
Book a 20-minute live demo on a use case that matches how your team sells today. Native, embedded, end-to-end.