This article provides instructions on how to create a custom Statement of Work (SOW).
Navigate to the Quote queue
- From the Quote queue, click the quote associated with the customer
- Edit the Quote
- Click the pencil icon to edit Custom SOW
- Click the box for Custom SOW
- Click Save
- Click the dropdown menu
- Verify that General OAF and Generate OAF & SOW combo are visible
- Click Generate OAF
Upload Custom SOW
- Click the Related tab
- Click Upload Files and upload your custom SOW. Click Done when upload is completed.
Submit for Approval
- Click the dropdown menu
- Select Submit for Approval
