SOWs slow down your deals
"Every custom deal needs a custom SOW, but I'm copying and pasting from five different templates, updating scope manually, and missing things. It takes 2-3 hours per document, and legal always finds something I forgot. Meanwhile, the customer is waiting and the deal is stalling."
From deal terms to SOW in minutes
SOW Generator pulls deal details from your CRM, applies your approved templates and terms, and generates a complete statement of work ready for review. No more copying between documents or forgetting standard clauses.
The JoySuite assistant Joy knows your service offerings, pricing models, and legal requirements. You provide the deal specifics, Joy handles the document.
Four steps to a complete SOW
Connect your templates and CRM
Upload your SOW templates, standard terms, and service descriptions. Connect your CRM to pull deal data automatically.
Select the deal
Tell Joy which deal: "Generate an SOW for the Acme Corp implementation deal. Use our enterprise template, include the Salesforce and Workday integrations we discussed, and set the timeline for 12 weeks."
Review the draft
Joy generates a complete SOW with scope, deliverables, timeline, pricing, and terms. Each section maps to your template with deal-specific details filled in.
Refine and send
Make edits, ask Joy to adjust sections, and export to Word or PDF. Send directly to DocuSign or your contract system.
Built for sales operations
📋 Template Library
Use different templates for different deal types—enterprise, SMB, services, products.
⚖️ Legal Compliance
Standard terms and required clauses included automatically. Never miss legal requirements.
🔗 CRM Integration
Pull deal data directly from Salesforce or HubSpot. No manual data entry.
✍️ E-Signature Ready
Export directly to DocuSign, Adobe Sign, or PandaDoc for signatures.
What Joy uses to build your SOW
SOW Templates
Your approved document formats
CRM Data
Deal info, contacts, pricing
Service Catalog
Offerings, descriptions, rates
Legal Terms
Standard clauses, T&Cs
Deal Notes
Meeting notes, emails, scope
Pricing Models
Rate cards, discount rules
Adapt for different deal types
Enterprise SOWs
Complex multi-phase implementations with detailed milestones and acceptance criteria.
Quick-Turn Quotes
Simplified SOWs for standard service packages with fixed pricing.
Change Orders
Amendments to existing SOWs when scope or pricing changes.
Partner Agreements
Channel partner and reseller SOWs with appropriate terms.
What you'll get
Here's a sample SOW section generated by Joy:
Statement of Work — Enterprise Implementation
Client: Acme Corporation
Project: Platform Implementation & Integration
Duration: 12 weeks | Value: $125,000
Scope of Work
- Phase 1: Discovery & Planning (Weeks 1-2)
- Phase 2: Core Platform Configuration (Weeks 3-6)
- Phase 3: Integration Development (Weeks 7-9)
- Phase 4: UAT & Go-Live (Weeks 10-12)
Deliverables
- Configured platform instance with SSO integration
- Salesforce and Workday bi-directional sync
- Admin training (8 hours) and user training (4 sessions)
- Documentation package and runbooks
Generated from: Salesforce Opportunity, Service Catalog, Enterprise SOW Template
Who This Is For
Sales Reps
Generate SOWs in minutes instead of hours so deals don't stall on paperwork.
Sales Operations
Ensure consistent, compliant SOWs across all deals with template enforcement.
Legal Teams
Reduce review time with SOWs that automatically include required terms and clauses.
Services Teams
Get clear scope and deliverables from day one with properly documented SOWs.
Frequently Asked Questions
How does AI generate statements of work?
JoySuite pulls deal details from your CRM, applies your approved templates and standard terms, and generates a complete SOW with scope, deliverables, timeline, and pricing—customized for each deal.
How long does it take to create a SOW with AI?
Minutes instead of hours. What used to take 2-3 hours of copying, pasting, and manual updates now takes a few minutes to generate and review.
Does the SOW generator include legal terms automatically?
Yes. Standard terms and required clauses are included automatically based on your templates. You never miss legal requirements, and legal reviews become faster.
Can I customize the SOW before sending?
Yes. Review the AI-generated draft, make edits, ask Joy to adjust sections, then export to Word, PDF, or send directly to DocuSign for signatures.
Does this integrate with my CRM?
Yes. Connect to Salesforce or HubSpot to pull deal data automatically. No manual data entry—the SOW is pre-populated with opportunity details, contacts, and pricing.