Generate, customize, and export a Statement of Work

Overview

When you have a plan ready for your client, ClarityCalc lets you generate a formatted Statement of Work directly from the plan data. You adjust how the SOW groups and presents information, preview it live, then export to PDF through your browser's print dialog. This gives you a client-facing document without manual assembly.

Before you begin

• Have a plan created and open the plan detail page.
• If you want the SOW to include an introduction, add that text in the plan details first.
• If you want a footer block, confirm your organization has active SOW footer blocks configured in Settings.

Steps

1. Open the plan you want to document.
2. Select Plan Documents.
3. Select Statement of Work.
4. Review the live preview on the right.
5. Adjust Document options as needed:
   • Include introduction - adds the text from the plan details
   • Group by package - organizes line items by package instead of flat list
   • Show effective date - displays the date when bundles begin
   • Include SOW footer - adds your organization's footer block
   • Include signature lines - adds spaces for signatures
   • Include pricing summary - shows the pricing section below
6. If you enabled Include SOW footer, choose the footer block from the dropdown.
7. If you enabled Include pricing summary, select which pricing details to show:
   • Show seat count
   • Show price per seat
   • Show monthly total
   • Show headcount breakdown
8. When the preview looks right, select Print / Export PDF.
9. In the browser print dialog, choose to print or save as PDF.

What to watch for

• Include introduction only appears if the plan already has introduction text.
• Include SOW footer only appears if your organization has at least one active footer block. The footer blocks can be configured in markdown in the “Global settings -> Branding” section
• The SOW page shows the live preview. The PDF is generated through the browser print flow, so preview accurately reflects what you'll export.
• Include pricing summary options only apply when you've enabled the pricing summary itself.