SOW and Proposal Generation
Turn an approved quote into a statement of work or a client-ready proposal deck, without rebuilding either by hand.
Overview
Proposal decks and SOWs are the slowest part of the services sales cycle, and both are just the quote restated in a different format. When the quote already holds the roles, rates, phasing, and schedule, most of that document can write itself.
Generate a structured SOW or a proposal deck directly from the PSQuote record — then edit further, or export to PowerPoint or Google Slides. The SOW becomes what it should be: something to approve, not somewhere to get lost in details.
Key capabilities
- Structured SOW generated from an approved PSQuote
- Proposal slide deck built from the same quote data
- Export to PowerPoint or Google Slides
- Available in Claude, Slack, or Agentforce
- Pulls roles, rates, phasing, and schedule directly from the record
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See SOW and Proposal Generation on your own data.
A personalized tour, not a sales pitch.