Documents & Proposals

Generate client-ready SOWs and proposals straight from your engagement data. Scope, pricing, deliverables, and team flow into branded DOCX or PDF in one click—no copy-paste.

Servantium generates client-ready documents from your engagement data. Scope, pricing, deliverables, and team information flow directly from your quotes and engagement details into professional PDFs, eliminating manual copy-pasting.

Generating a document

Open an engagement and navigate to the Quotes tab. Select the quote you want to generate a document from.
Click the Generate Document button (pen icon) in the quote toolbar.
A dialog appears showing available document templates. These are the templates configured for your organization (and optionally filtered by organization type). Select the template you want to use.
Servantium analyzes the template against your current data. If any information required by the template is missing (such as a client address or custom engagement field), a Missing Information dialog appears. Fill in the missing values, and Servantium will automatically update the underlying records before generating the document. Servantium ignores iterator variables inside loops to ensure you are only prompted for actual missing fields.
Servantium merges your engagement data with the template using Adobe Document Generation Services. The merge data includes:
- Quote: All sections, line items, costs, markups, and totals
- Engagement: Name, account, contact, template fields, and custom data
- Organization: Company name, address, and other org details
- Profile: The current user’s information
The generated PDF is stored in Firebase Storage and added to the engagement’s Documents tab.

Tip

Documents are generated from a specific quote. If your engagement has multiple quotes (e.g., different options or phases), generate a separate document for each.

Viewing documents

Navigate to the Documents tab within an engagement to see all generated documents. Click any document to open it in the built-in PDF viewer.

Each document record stores:

Field	Description
Name	The document filename (derived from the quote name)
Location	The storage path in Firebase Storage
Last Modified	When the document was generated

Document templates

Document templates define the structure and formatting of your generated output. They are managed in Settings > Document Templates.

Creating a document template

Go to Settings and navigate to the Document Templates tab.
Click Create to add a new template.
Enter a title for the template (e.g., “Standard SOW”, “Executive Proposal”).
Upload the template file. This is a DOCX file with merge fields that correspond to your engagement data structure. Adobe Document Generation Services processes these merge fields during generation.

Template merge fields

Templates can reference any data from the merge payload:

Data source	Example fields
`quote.sections`	Section names, line items, quantities, costs, totals
`quote.total`	Grand total for the quote
`quote.cost`	Total internal cost
`quote.markup`	Total markup amount
`engagement.name`	Engagement name
`engagement.customData.*`	Any custom template field values (use bracket syntax for spaces: `engagement['customData']['Client Address']`)
`org.name`	Organization name
`org.address`	Organization address
`profile.email`	Current user’s email
`[object].id`	The system path identifier for the record (e.g., `engagement.id`, `account.id`, `quote.id`)

Note

Document templates use Adobe Document Generation merge tag syntax. Refer to Adobe’s documentation for advanced formatting options like tables, conditionals, and loops within your template DOCX files.

What’s in a typical SOW?

A well-structured Statement of Work template typically includes:

Section	Content source
Project Overview	Engagement name, description, and client details
Scope & Deliverables	Quote sections mapped to delivery phases
Timeline	Derived from engagement dates and resource plan
Investment Summary	Quote totals broken down by section
Team	Resource assignments from the resource plan
Terms & Assumptions	Standard language from the template

Regenerating documents

Documents are snapshots. They capture the state of your data at generation time. If you update your quote or engagement details, generate a new document to reflect the changes. Previous versions remain in the Documents tab for reference.