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Create SOW and open SOW task from opportunity

Create SOW and open SOW task from opportunity

Your opportunity records reach proposal-ready stage without a structured SOW or delivery ticket, causing manual handoffs and slow proposal turnaround. You receive a draft SOW and a triage task same day.

Create SOW and open SOW task from opportunity

Overview

When an opportunity reaches proposal-ready, presales and proposal coordinators need a clear starting point to prepare contracts and assign delivery work. This flow auto-creates the SOW draft and opens a SOW request task so proposals are ready same day and handoffs are auditable.

Create SOW and open SOW task from opportunity