SOW Generation
Generate a structured statement of work from an approved PSQuote: something to approve, not somewhere to get lost.
Overview
The SOW is the slowest document in the services sales cycle, and most of what goes into it is already in the quote.
Generate a structured SOW directly from the approved PSQuote record, with roles, rates, phasing, and schedule carried over. Edit it, then send it for approval. Run it from Claude or Slack.
Key capabilities
- Structured SOW generated from an approved PSQuote
- Roles, rates, phasing, and schedule pulled from the record
- Run it from Claude or Slack
- Edit before it goes out
Related plugins
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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 -
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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 SOW Generation on your own data.
A personalized tour, not a sales pitch.