Generating Final Statements of Work
Published on April 30, 2026 QuoteX
| GENERATE SOW |
| Salesforce Native SOW Generation in PDF and GDoc format in QuoteX |
| 📋 | Summary — SOW Generation |
| • | Initiate SOW Generation |
| • | Step 1: Hit Generate SOW in Navigation Bar |
| • | Step 2: Select a Template |
| • | Step 3: Review and Download |
| Initigate SOW Generation |
- Within the PSC Quotes section for a specific quote (e.g., "Basic Sales, Service and Experience Cloud Implementation"), users can access a dropdown menu through the Navigation Menu.
- Select the Generate SOW option from this menu to start the process.
| Select a Template |
- The system prompts the user to "Select a template to generate SOW with predefined document template".
- Users must choose a specific template from the available dropdown list to ensure the document follows the correct format
| Review and Download |
Users have the option to Download SOW in pdf or Download SOW in google format.
SEE MORE
Managing SOW & Document Templates
QuoteX Estimation Logic Handbook: From Scope to Statement of Work
Accelerated Quoting (QuoteX & DRTE)
Knowledge Article Number: KA-00033