Sales & Agreements

Statement of Work

SOW under an MSA — objective, deliverables, milestone payment schedule, and acceptance criteria.

The contract

Fields your API call provides. Amounts and totals are always computed by the caller — templates only format.

project.title	string	required
project.objective	string	required
msa_date	string	required
milestones[].title	string	required
milestones[].amount	number	required
milestones[].due_date	string	required
sow_number	string	required
total_fees	number	required
client_name	string	required
deliverables[].title	string	required
deliverables[].detail	string	required
provider_name	string	required
effective_date	string	required
acceptance_criteria	string	required

MCP-ready: forks of this template will expose generate_statement_of_work when the MCP server ships.

Generate it (after you fork & publish)

curl -X POST https://your-paperbrain-host/api/generate/gen_<your-id> \
  -H "Content-Type: application/json" \
  -d '{
    "project": {
      "title": "Document Automation Platform — Phase 2",
      "objective": "Extend the Phase 1 document service with a template catalog, self-serve onboarding for Acme business units, and production observability, operated jointly with the Acme platform team."
    },
    "msa_date": "2026-01-15",
    "milestones": [
      {
        "title": "Catalog + gate in production",
        "amount": 24000,
        "due_date": "2026-08-15"
      },
      {
        "title": "Self-serve onboarding live",
        "amount": 28000,
        "due_date": "2026-09-30"
      },
      {
        "title": "Observability handover complete",
        "amount": 16000,
        "due_date": "2026-10-31"
      }
    ],
    "sow_number": "SOW-03",
    "total_fees": 68000,
    "client_name": "Acme Corp",
    "deliverables": [
      {
        "title": "Template catalog",
        "detail": "Twelve production templates with typed contracts and a validation gate in CI"
      },
      {
        "title": "Self-serve onboarding",
        "detail": "Business units fork, edit, and publish without platform-team involvement"
      },
      {
        "title": "Observability",
        "detail": "Dashboards, alerts, and runbooks for the generation pipeline"
      }
    ],
    "provider_name": "Northwind Consulting",
    "effective_date": "2026-07-01",
    "acceptance_criteria": "Each milestone is accepted when its deliverables pass the jointly-owned acceptance checklist; Client has 10 business days to review before acceptance is deemed."
  }'

gen_<your-id>is your generator's id once you fork and publish. The body shown is this template's sample data — the exact shape the contract validates.