For agencies

One Scope, from the pitch to the build

Write the quote, promote it into a full specification, then hand the same Scope to delivery as tasks and notes, without anyone re-typing the work.

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

In most agencies the quote lives in a proposal tool, the spec lives in a doc somewhere, and the task list gets re-typed into a project tool by whoever picks up delivery. Every hand-off is a chance to drop a decision, quote one thing and build another, or lose the reasoning behind a number. And because proposal tools charge per seat, half the people who need to read the scope never get a login, so account managers screenshot PDFs to developers who then guess at the detail.

How agencies use ScopeDeck

Quote from structure, not a blank page

New business builds a client-facing Quote from sections, custom wording and reusable snippets that carry your standard hours and default cost. Live pricing rolls up a rounded bracket the client reads without seeing your internal maths.

Promote to a spec when it is won

Once the client signs, move the Quote into the Specification stage. Your quote wording seeds each section, so your scoper starts from what account management already wrote, and the agreed total stays locked.

Hand delivery a real plan

Task buckets attached to sections and snippets combine into one delivery list your PMs export as Markdown for the project tool. The hours and dev notes are already attached, so nobody reverse-engineers a PDF.

Put the whole agency in one Space

Invite new business, PMs, designers and developers with roles and safe multi-user editing: version checks, conflict handling and presence, so two people never quietly overwrite each other.

Before and after

Before

  • A £24,850 quote is approved in a proposal tool, then re-typed as a spec in a shared doc.
  • A PM re-types the task list again into the project tool.
  • Three documents, three chances to lose the "why".
  • Only the two account leads have logins, so developers work from screenshots.

With ScopeDeck

  • The same Scope moves Quote to Specification to Tasks on one section tree.
  • The 210 estimated hours and the scoper's notes travel with it.
  • Developers open the Space and read the exact section they are building.
  • Every teammate is included, with no seat to buy.

Questions, answered

No. Every plan includes unlimited users, so you can put your entire agency, and freelancers you bring in, into a Space at no extra cost. Paid tiers gate client and quote volume, not seats.

Keep reading

Quote to spec to tasksThe one section tree that carries a project from sale to delivery.Sales-to-delivery hand-off guideHow the combined task list reaches your project tool.Compare plansUnlimited users on every tier, free to start.

Write your next quote in ScopeDeck

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

Start freeCompare plans