Advanced SOW Generator

Published on May 13, 2026 QuoteX

Advanced SoW Generator

No additional cost. This add-on is provided at no additional cost to all active QuoteX Subscribers.

Overview

The Advanced SOW Generator add-on for QuoteX v1.85+ makes it easy to create comprehensive Statements of Work (SOW). Key features include:

Merge Fields Flexibility: Use merge fields directly from a SOQL query, including up to one level of parent relationships, without defining tables for simple merge fields.
Seamless Timeline Integration: Select an active timeline and it is drawn into the document automatically. No more copy-pasting from Excel.
Linked to Quote Record: Save the generated SOW directly to the related Quote record.
Global Text Replacement: Replace text across the entire document with search-and-replace.
Content Clearing: Clear the SOW content to start fresh.
Enhanced PDF Formatting: Page numbers and confidential footer text are added automatically.
Download as Docx: A new 'Download as .docx' option sits in the toolbar beside PDF and Google Doc downloads.

Installation and Setup

Prerequisite: Ensure that QuoteX v1.85+ is already installed in your Salesforce org.

Step 1: Install the SoW Generator Managed Package

Install the SoW Generator managed package for ALL Users.

Install SoW Generator managed package for all users

Installing the SoW Generator managed package for all users.

Step 2: Post-Installation Configuration

After installing, configure access using one of the two options below.

Option A: Assign the permission set

Navigate to Setup.
In Quick Find, search for Permission Sets and open it.
Search for the Advanced SOW Generator permission set.
Assign the permission set to the users who will save SOWs, so they avoid permission errors.

Option B: Set field-level security manually

Navigate to Setup > Object Manager and select PSC Quote.
A new field named Saved Quote Document (API name: psce_ext__Saved_Quote_Document__c) is created automatically on install.
Click Fields & Relationships, search for Saved Quote Document, and click Set Field-Level Security.
Select the profiles that should have access and click Save. This lets users save SoW documents directly from the quote.

The Saved Quote Document field on the PSC Quote object.

New Feature: Dynamic Document Sections with Non-Tabular Format (Merge Fields). Retrieve data from the database and display it as simple HTML instead of a table. Define a SOQL query and use merge fields to access the returned record, including up to one level of parent relationships (for example, Account.Name). No Table Config JSON or Table Style JSON is needed; just use HTML to format the merge fields.

Note: Although the data is displayed in a non-tabular format, keep the section type set to Table for the feature to work.

Dynamic document section using merge fields

A dynamic document section configured with SOQL merge fields.

Step 3: Deactivate the Previous Version of the SoW Generator

Deactivate the older version first to avoid conflicts.

Navigate to Setup.
In Quick Find, search for Custom Metadata Types.
Select PSC Extensible Navigation Items and click Manage Records.
Locate the existing record for Generate SOW.

Existing Generate SOW navigation item record

Locating the existing Generate SOW record in PSC Extensible Navigation Items.

Edit the record and uncheck Active.
Click Save.

Generate SOW record with Active unchecked

The previous Generate SOW record set to inactive.

This ensures only the new version of the SoW Generator is used going forward.

Step 4: Add the Advanced SoW Generator to the Navigation Panel

Navigate to Setup and search Custom Metadata Types in Quick Find.
Select PSC Extensible Navigation Items and click Manage Records.
Click New to create a navigation item record.

Creating a new PSC Extensible Navigation Item.

Fill in the fields as follows, then click Save:

Field	Value
Label	Generate SOWV2
PSC Extensible Navigation Item Name	Generate_SOWV2
Is Active?	Checked (active)
Item Label	Generate SOW
Item Value	psce_ext:generateSow
Order	7

The completed Generate SOWV2 navigation item.

Setup complete! The Advanced SoW Generator now appears in the navigation panel for generating Statements of Work.

How to Use the Advanced SoW Generator

Navigate to a Quote record. Open any Quote record.
Open the Advanced SoW Generator. Click Generate SOW in the navigation menu and the generator loads.

The Generate SOW option in the quote navigation menu.

Download as Docx: Download the Statement of Work as a Docx using the new button next to Download as PDF.

The Download as Docx button next to Download as PDF.

How a downloaded docx looks.

How It Works

1. PSC Document Template Integration

The Insert/Choose Document Template button and template dropdown.

Access the templates: Click Insert/Choose Document Template. A progress bar appears, followed by a dropdown of the document templates available for the selected currency.
Generate the document: Select a template. The content is populated dynamically in the editor based on the template. Once generated, you can edit the content (excluding tables) directly in the editor.

2. Drawing a Timeline in the Document

Period icon button for inserting a timeline

The Period icon button used to insert a timeline.

Create the timeline: Click the Period icon button. This replaces manually copying timelines from Excel.
Select a timeline: Choose one from the dropdown. It is placed where the {{timeline}} merge context is defined; if none is defined, it is appended at the end of the document.
Customize placement: Cut and paste the timeline table to any location in the document.

A timeline drawn into the SoW document.

3. Saving the Document

The Save button in the SoW editor.

Save changes: After editing, click Save. The content is stored in the related quote record's Saved Quote Document field.
Preserve edits: Previously, edits made on top of a template were lost when navigating away. Now you can save and safely leave the screen.

Best Practices

Configure thoroughly before use: Confirm fields, permissions, and settings are correct, that relevant profiles can access the Saved Quote Document field, and that the correct generator version is active.
Leverage document templates: Use predefined templates for efficiency and consistency, and keep them current with your contractual standards.
Save frequently: Save after substantial changes. The Saved Quote Document field preserves edits even if you navigate away.
Optimize timeline usage: Insert project schedules with automated timelines to avoid errors from manual copy-pasting from tools like Excel.
Use merge fields consistently: Map SOQL merge fields to the correct fields on related records to prevent data inaccuracies.

Knowledge Article Number: KA-00065