Your statements of work ready in a few clicks - Release note 11.106 (September)
This update to LittleBig Connection platform includes the possibility for clients to generate a statement of work (SoW) when a proposal is selected.
Within this article
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Introduction to the new SoW generation feature
The Statement of Work (SoW) is a document containing information from both parties (client and supplier), as well as details of the project to be carried out, and is usually used to support purchase requests.
This feature is designed to streamline the procurement process, making it easier to justify purchases. In a few clicks, client users can create comprehensive and accurate statements of work directly from the selected suppliers' proposals. By incorporating all necessary details and supplementary documents, the generated file can then be shared with the supplier to validate the start of the project.
To activate the feature for your client account and specific entities, please contact your Customer Success Manager.
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Generating a Statement of Work
As a client user having access to proposals, you will be able to seamlessly generate the statement of work document for the corresponding Rise project, i.e with a preferred supplier. To do so, you will first need to have a selected (in case of buyer validation) or appointed (if no buyer validation needed) proposal. Then:
- Within proposal's details, once you have clicked on Select, click on Statement of work in the Summary section on the right
- In the window that will appear, check and complete the data in the pre-filled form. The data displayed is based on the elements included in the Request for proposal (RFP) and selected proposal to reduce the time required for data entry and ensure consistency. If needed, you can modify any of the autofilled values to ensure the accuracy of the entered information. Once all the information is correct, you can click on Next
- Then, you have the possibility to attach PDF documents (max 5 files) to the SoW, as annexes. After doing so, click on Preview
- The preview of the SoW will be displayed for you to check the information one last time before the final generation.
- You can go back to change any information by clicking on Edit
- If all the data is correct, you can click on Download. It will generate the SoW as a PDF and download it to your computer.
You can then upload this file to your e-signature tool to share it with the selected supplier, or send it to them via email, to validate the start of the project in your e-procurement tool.