Switch to ScopeDeck

What you keep

• Your content. Your best quote wording becomes reusable snippets

that carry spec detail, task seeds and pricing, so it works harder than it did before.

• Your branding. Your logo, colours and cover imagery go into

branded PDF export, so your documents still look like you.

• Your whole team. Every plan includes unlimited users, so nobody gets left on the old tool to

save a seat.

• Ownership of your data. Your scopes are yours, exportable as PDFs and Markdown, see

security.

How onboarding works, honestly

We will not pretend there is a one-click importer for every rival tool, because there isn't. Here is the real path most teams take, and we help at every step:

1. 1Bring your branding, upload your logo, set your colours and covers, and configure your

signing page and disclaimer. Live at launch.

1. 1Rebuild your core content as snippets, this is assisted / manual today. Your repeated

blocks become snippets once, and from then on they drop into every Scope complete. Most teams find this the moment the tool starts paying for itself.

1. 1Set up your Scope Types and platforms, pick the work types and platforms

you actually use so new work starts in the right shape.

1. 1Invite your team into a Space with roles, all of them, at no

per-seat cost.

1. 1Run your next real quote in ScopeDeck end to end, then promote it to a spec and hand off

tasks.

On importing existing work: bulk import from other tools is not automated today. Content is brought over manually or with our help. We would rather tell you that now than surprise you later.

Why teams move

• No per-seat tax. Per-seat pricing punishes you for growing. ScopeDeck charges for volume, not

bodies, add the whole agency free. See pricing.

• The document survives the sale. Other tools stop at a signed PDF. ScopeDeck carries the

structure, wording, hours and notes into the specification and delivery tasks.

• One place, not three. Stop retyping the same job into a quote tool, a spec doc and a project

tool.

• Sign-off and sharing built in. Native e-signature and a

client portal come with every plan.