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.

Create a Scope of Work through Intake or on the Request
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.

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


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.
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.
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.
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
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.

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.

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.

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.
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.
Download scope of work
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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