How to Create a Scope of Work (SOW) in Salesforce with Docs Made Easy?

Step 1: Start by logging into Salesforce.

Step 2: Now, open Docs Made Easy from the App Launcher to begin the setup.

Step 3: Once you’re inside the app, click Document Setup and then proceed by clicking Launch Wizard.

Step 4: Next, enter the button name and select the Salesforce Object, like Opportunity.

After setting this up, click Create to move forward.

Step 5: Click Next to continue.

Step 6: At this stage, click Create New Document Template.

Step 7: Now, open Merge Field Helper.

Step 8: From the field list, click Name to select it.

The system automatically generates the merge field syntax: {{Opportunity.Name}}

Now, click Copy to Clipboard.

Step 9: After that, select Account ID (Opportunity → Account relationship) and click the required account-related fields such as Account Name, Phone Number, or Rating,

Then click Copy to Clipboard to copy the generated merge field for use in your template.

Step 10: Next, paste all the copied merge field syntax into the Template.

Step 11: After completing the template design, reopen the Upload Template window.

Enter the template name, upload the template file, and then click Save.

Step 12: Now that the template is saved, click Next to continue.

Step 13: Click Next again to move to the layout configuration.

Step 14: Click on Go to Page Layouts in Salesforce.

Step 15: From the list, click Opportunity Layout (as we have selected Opportunity as the Salesforce object) to customize the record page.

Step 16: Now, from Mobile & Lightning Actions, drag and drop Generate SOW into Salesforce Mobile and Lightning Experience Actions.

Step 17: After placing the button, click Quick Save or Save to apply the changes.

Step 18: Next, open an Opportunity record and click the Generate SOW (the button you created).

Step 19: Now, click Download Template to start the document process.

Step 20: Now you can open the generated document and review.

                                                                                                   Thank You