One Scope, from first quote to delivery
The same document carries the whole job. Here is what that looks like, step by step, from adding a client to handing the work to your delivery team.
No card needed. 2 clients and 5 quotes free forever. Unlimited teammates.
Step 1
Start a piece of work
Add the client, pick a work type and platform, and the Scope opens with the right sections and starting wording already in place. No blank page, no forgotten section.
New work
Choose a work type and platform
Platform
Step 2
Write the quote
Build it from sections, custom wording and reusable snippets, each carrying its own cost and hours. The total rolls up as you type, and merge fields fill in the client detail.
- Insert snippets linked or as an editable copy
- Live totals and a rounded quote range
- Merge fields resolve before export
### Platform & Technology
The build uses **Shopify Headless** with Payload as the content layer. Product data stays in Shopify;
editorial content lives in Payload and renders through one front end.
Step 3
Send, and get it signed
Export a branded PDF or share a secure link. The client reads it, asks questions in context, and signs inside ScopeDeck. Acceptance locks a snapshot of exactly what was agreed.
Sarah Chen
Client, Acme Ltd
Tom Reid
Director, your studio
Step 4
Promote to spec, hand to delivery
Won work becomes a detailed specification, seeded from your quote wording. Task buckets combine into one delivery list, with the hours you estimated still attached.
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
Write your next quote in ScopeDeck
One Scope, from first quote to delivery-ready spec. Start free, no card needed.