Product Features

Everything your team needs to scope consistently

From first upload to signed SOW, ScopeQ covers every step of the scoping process—so your team stops winging it and starts shipping with confidence.

Ingest

Turn any artifact into a scoping engine

Upload spreadsheets, intake docs, or past SOWs. ScopeQ's AI extracts fields, options, formulas, and logic—then organizes them into a structured, editable template ready for your team.

  • Parses Excel, CSV, PDF, and DOCX
  • Infers field types, validation rules, and conditional logic
  • Review and customize every field before publishing
Extracted FieldsAI Complete
FieldTypeReq
RegionDropdown
ComplexityNumber
IntegrationsMulti-Select
Go-Live DateDate
UsersNumber
ComplianceCheckbox
scope_template.xlsx6 fields detected
Scope

Guided inputs that adapt to every deal

Every scope is different. ScopeQ surfaces the right questions at the right time—hiding irrelevant fields, applying formula-driven calculations, and enforcing validation rules automatically.

  • Conditional field visibility based on prior answers
  • Formula-driven effort and cost calculations
  • Required field enforcement and data validation
Scope Inputs
Region
AMEREMEAAPAC
Complexity (1–10)
6
Compliance Type
Shows when Region = EMEA
GDPRISO 27001
Calculated Effort
144 hrs = base × complexity × region factor
Price

Pricing that scales with your business

Define rates by role, phase, and region. Attach rate cards to product templates so every scope automatically produces a consistent, margin-aware estimate—no spreadsheet required.

  • Role and phase-based rate definitions
  • Region-specific rate support
  • Margin controls and discount rules
Rate Card — North Americav2.1
RoleRate/hr
Project Manager$185/hr
Consultant$155/hr
Architect$210/hr
Analyst$130/hr
Developer$175/hr
Applied to current scope$31,450
Margin: 34%144 hrs total
Quote

Professional quotes in minutes

Combine multiple products into a single quote with a cart-style flow. Line items, pricing, and totals populate automatically from your rate cards—no manual calculation required.

  • Cart-style product selection across multiple templates
  • Auto-calculated totals, discounts, and margin
  • Clean, professional quote output
Quote — Q-0042Draft
CRM Implementation
80 hrs · Architect + Consultant
$17,200
Data Migration
40 hrs · Analyst + Developer
$12,200
Training & Enablement
16 hrs · Project Manager
$2,960
Subtotal$32,360
Discount (5%)−$1,618
Total$30,742
Generate

SOWs that write themselves

Every scoping answer feeds into your SOW template. Placeholder variables populate automatically, sections stay linked to the products selected, and the output is fully editable with one-click export.

  • Linked to your scoping answers and product selections
  • Dynamic placeholder population throughout
  • Rich text editor with PDF and DOCX export
Statement of WorkAuto-populated

This SOW issued on {{issue_date}} is between {{provider_name}} and {{customer_name}}.

Services include implementation of {{product_name}} with an estimated {{total_hours}} hours over {{duration_weeks}} weeks.

Export PDFExport DOCXSend for Review
Approve

Structured review before you send

Route estimates, quotes, and SOWs through a configurable approval chain. Reviewers can comment, request changes, or approve—with a full audit trail maintained automatically.

  • Configurable multi-step approval chains
  • Inline comments and change requests
  • Full audit history for every document
Approval WorkflowIn Review
DraftSarah M.
Created Q-0042 for Acme Corp
Technical ReviewJames K.
Approved scope and effort
3
Finance ReviewLisa T.
Reviewing pricing and margin
4
Legal Sign-offBrian R.
Awaiting assignment
4 steps
from spreadsheet to live scoping engine
3 outputs
from every session — estimate, quote, SOW
0 spreadsheets
required once your templates are live

Ready to standardize your scoping?

Start free and see how ScopeQ transforms the way your team scopes, prices, and documents deals.