Change Order Builder
Describe a scope change and get the change order opportunity, quote, and before/after breakdown built in Salesforce.
Overview
Change orders are where margin leaks. The scope moved, but rebuilding the quote and explaining the delta takes longer than the change itself.
Describe the change in plain language. Claude reads the live project and quote through governed PSQuote tools via MCP, creates the change order opportunity and quote in Salesforce, and shows exactly what moved: roles, hours, and value, before and after.
Key capabilities
- Creates the change order opportunity and quote in Salesforce
- Before/after breakdown of roles, hours, and value
- Reads live org data through governed PSQuote tools via MCP
- Works from a plain-language description of the change
Related plugins
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Available
Executive Summary for Quote
Turn a finished quote into a one-page executive summary, with margin, contingency, and phasing risks flagged before it goes to review. Review & Insights -
Available
Note to Quote
Paste meeting or discovery notes and get a structured Salesforce quote back — built from live org data, not a blank template. Scoping & Quoting
See Change Order Builder on your own data.
A personalized tour, not a sales pitch.