Statements of Work and Contracts Field Reference

Use this reference when creating, submitting, or reviewing a Statement of Work or Contract.

Common Fields

Field	Type	Notes
Document number	Text	Auto-generated and sequential (SOW-000001, CTR-000001).
Document type	Select	original, amendment, or (Contracts only) renewal.
Status	Select	See values below.
Signed date	Date	Set once executed.
Executed document	File	The signed document, however it was executed.

A Statement of Work additionally carries a structured content object (scope summary, deliverables, assumptions, exclusions, responsibilities by party, timeline, acceptance criteria), planned milestones (name, description, due offset, amount, acceptance criteria), and an internal reviewers' note.

A Contract additionally carries: an owner, term (months), auto-renew, renewal notice period (days), payment terms, governing law, liability cap, special terms, billing address, effective and expiration dates, an optional linked SOW, and a structured content object (obligations by party, notes).

Either document's structured content can be replaced with an uploaded rendered document instead of the form.

Statement of Work Status Values

Value	Meaning
draft	Being edited.
internal_review	Submitted for internal approval.
approved	Approved internally, ready to send.
sent	Sent to the client for signature.
signed	Fully executed.
expired	Meant for a document that passed unsigned.
superseded	Meant for a document replaced by an amendment.
cancelled	Meant for a document cancelled before execution.

expired, superseded, and cancelled are defined values, but nothing in the system currently transitions a document into any of them automatically.

Contract Status Values

Value	Meaning
draft	Being edited.
internal_review	Submitted for internal approval.
approved	Approved internally, ready to send.
sent	Sent to the client for signature.
active	Fully executed and in effect.
expired	Meant for a contract whose term ended.
superseded	Meant for a contract replaced by an amendment.
cancelled	Meant for a contract cancelled before execution.
terminated	Meant for a contract ended early, after being active.

expired, superseded, cancelled, and terminated are defined values, but nothing in the system currently transitions a contract into any of them automatically.

Execution Method Values

Value	Meaning
manual	Signature recorded outside the system, such as a wet-signed scan.
opensign	Signed through the built-in e-signature integration.
docusign / adobe_sign	Reserved for future providers.

Related Docs

• Statements of Work and Contracts
• Approvals