Feature

The quote becomes the build plan

Most tools stop at a signed PDF. In ScopeDeck the quote you win with grows into the spec you build from and the tasks you deliver against, all on one section tree.

Start freeSee how it works

No card needed. 2 clients and 5 quotes free forever. Unlimited teammates.

One living document

Three stages, one section tree

The section tree is the backbone. Quote, Specification and Tasks are layers on top of it, so the structure you agreed with the client is the structure your team builds from. Nothing gets copied into a second document you then have to keep in sync.

  • Quote: the light version the client reads and signs
  • Specification: the detailed version, seeded from your quote wording
  • Tasks: buckets that roll up into one delivery list

Custom Functionality

A trade portal with account-specific pricing and tiered discounts, synced nightly to your fulfilment system.

Promote, do not rebuild

Win the work, keep the document

When a quote is approved you promote it. Your wording seeds the spec, inserted snippets switch to their spec version, and the agreed total stays intact. You add technical detail instead of starting from a blank page.

ContentTasksNotes

Trade Pricing Module

  • · Pricing engine (Dev)
  • · Trade portal UI (Design)
  • · Discount tier QA (Checks)

Combined delivery list

Dev

· Pricing engine

· API sync

Design & Content Fill

· Trade portal UI

Pre-Live Checks

· Discount tier QA

No lost effort

The hours you quoted follow the work

The estimate behind every section is still attached at the task stage, so delivery plans against the number you sold on, not a fresh guess made after kickoff.

Custom Functionality, delivery

  • Build trade pricing engine12h
  • Configure discount tiers6h
  • Fulfilment API sync + alerts10h
  • Checkout credit-limit checks8h
Section total36 hrs

Why it matters

Why teams move to one Scope

Nothing re-typed

Quote, spec and tasks share one tree, so detail is never lost in a hand-off between three tools.

Faster kickoff

Delivery starts from a spec that already carries the wording, decisions and hours, not a signed PDF nobody re-reads.

You quote what you build

Because the spec grows out of the quote, the client agrees to the same scope the team delivers.

How it works

Up and running in four steps

1

Add a client

Create a piece of work and pick a work type and platform.

2

Write the quote

Build it from sections, custom text and reusable snippets.

3

Send and sign

Export a branded PDF and get it signed inside ScopeDeck.

4

Promote and deliver

Move to Specification, add detail, hand the tasks to delivery.

Questions, answered

No. Promoting a quote seeds the specification from your existing wording for every section, and inserted snippets switch to their spec version automatically. You add detail, you do not retype.

Keep reading

Reusable snippetsCarry quote, spec and task content together.Live pricing and hoursTotals that roll up as you write.The sales-to-delivery hand-offThe guide behind the workflow.

Turn your next quote into a build plan

One Scope, from first quote to delivery-ready spec. Start free, no card needed.

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