# Generate a scope of work (SOW)

Fairmarkit's Scope of Work (SOW) functionality helps teams collaboratively define and align on detailed project or service requirements—directly within the Request creation flow. With templates, real-time editing, AI writing assistance, and version tracking, it ensures your stakeholders stay on the same page from intake to award. You can create Scope of Work's directly in the Intake flow or directly on the request (this works great for integrated use cases).

### When to Use the Scope of Work

Use the SOW when:

* The purchase requires **clear, documented deliverables** or **complex specifications**.
* You want to **collaborate with internal stakeholders** before finalizing the scope.
* Your organization mandates **standardized SOW formats** for compliance or audit purposes.

<figure><img src="https://docs.fairmarkit.com/content/intake/images/intake-sow-gen_thumb_0_0.png" alt=""><figcaption></figcaption></figure>

### Create a Scope of Work through Intake or on the Request <a href="#createascopeofworksow" id="createascopeofworksow"></a>

{% stepper %}
{% step %}
Once you get to the scope of work step in Intake or navigate to the **Scope of work** tab on the Request, you will be prompted with the question *"Do you already have a scope of work or brief?"*. Select "No, help me build one to kick off the creation flow.&#x20;

<figure><img src="/files/Xf7vWhjy8QoiI9tI7Bs7" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
The AI will generate background context based on the information it has so far to create a summary. You can edit this summary manually or prompt it with free text below

<figure><img src="/files/JcPpt8MkbYv85Z8wkD7s" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/VE4XO4TbE6vv7zxEM7Qh" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
You can then select what type of scope of work you'd like to build - time & materials, milestone based or simple, or a simple, total cost project.
{% endstep %}

{% step %}
KIT, Fairmarkit's AI Agent, will then help to build out the rest of the SOW with the appropriate milestones, deliverables and resources required for the project.
{% endstep %}

{% step %}
Once you submit your request or complete the scope of work creation flow on the request, you can access and edit it directly on the Scope of Work tab on the request.
{% endstep %}
{% endstepper %}

Choose **No, help me build one** if you'd like assistance generating your SOW. Based on your request details and with help from AI, we’ll auto-generate a draft with context and clear objectives.

### Apply Template & edit Scope of Work <a href="#createascopeofworksow" id="createascopeofworksow"></a>

{% stepper %}
{% step %}
Select a **template** from your organization’s approved list to apply a structured starting point. Templates may include headings, placeholders, and reusable content blocks configured by your admin team.

<figure><img src="/files/dZZc81JC4qkguiK4MwN8" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
As the SOW is generated, you can review, edit, and customize it using the built-in rich text editor. Use the toolbar to format text, add sections, insert tables or bullet points, and structure the content to your needs.

<figure><img src="/files/hQCdXwwDMjtgk6vCoBOL" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click the **✨AI** button to summarize long sections or rewrite content for clarity or tone. Choose between styles like *formal*, *concise*, or *persuasive* depending on your communication goals.

<figure><img src="/files/oyjApHdbj14RI1dbHQsw" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Invite collaborators directly into the document to add input, leave comments, or make edits in real time. All changes are tracked, so your team can review and align before finalizing.
{% endstep %}

{% step %}
When you’re ready, click **Update Scope of Work** to save your changes. The document is versioned automatically and linked to the Request, ensuring a complete audit trail.
{% endstep %}
{% endstepper %}

### Download scope of work <a href="#downloadscopeofwork" id="downloadscopeofwork"></a>

After you've submitted your request, you can review and download a copy of your scope of work.

* From the **Scope of work** tab, click **Download scope of work**.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.fairmarkit.com/buyers/requests-intake-buyers/generate-a-scope-of-work-sow.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.