Built for agenciesCreative, marketing, web, and consulting teams.
Statements of Work (SOWs) with tracking, portal delivery, and approvals.
A SOW is where agency deals become delivery. TeamlyApp helps you draft a clean statement of work quickly, send it in a portal, track opens per viewer, and collect an approval to start the project.
- SOW templates + brand kit for consistent delivery
- Tracking signals for stakeholder alignment
- Portal delivery with password + expiry controls
- A clean step after a proposal is accepted
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
Great for SOW-heavy agency workflows
Especially useful for retainers, project scopes, and change requests after a deal is close to signed off.
Retainers
Clarify scope, approvals, and next steps in one place.
Project SOWs
Get a fast confirmation to begin delivery.
Change requests
Share scope changes and track stakeholder views.
Exports
Export PDFs for billing, ops, and archives.
Tip for higher close rates
Use tracking signals to follow up with context instead of sending another generic “just checking in” email.
Built for agency new business
Send proposals fast, keep delivery polished, and follow up using real buyer signals.
Looks premium by default
Templates + brand kit help your proposals and SOWs match how you present your agency.
Proposal-to-SOW handoff
Move accepted work into a cleaner approval and record-keeping flow without losing context.
SOW FAQ
Is this a SOW template tool?
TeamlyApp includes templates and a brand kit to help you create SOWs faster, plus portal delivery and tracking signals so you know when stakeholders open it.
Do clients need an account to view?
No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
How do approvals work?
Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
Can I export a PDF for my records?
Yes. TeamlyApp is export-first: export PDFs anytime so your work is always portable.
Will this replace my CRM or project tool?
No. TeamlyApp is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.
Create your agency workspace
Start with proposal tracking, branded portals, templates, alerts, and team controls.