Solutions

Built for every team in the deal

ScopeQ works across the full revenue and delivery cycle—from the first technical conversation to project kickoff and beyond.

PS Operations

Build the system. Enforce the standard.

PS Operations teams are responsible for making sure the delivery organization scopes consistently, prices accurately, and documents every engagement the same way. ScopeQ is your enforcement layer—centralized templates, controlled pricing, and full visibility into what the field is selling before it ever hits delivery.

The Challenges

  • ✕Rogue spreadsheets and inconsistent templates across AEs and SEs
  • ✕No visibility into what the field is scoping until it surfaces as a delivery problem
  • ✕Manual SOW assembly takes hours per deal and still misses details

How ScopeQ Helps

  • Centralize all scoping templates and rate cards in a single governed system
  • Real-time visibility into quotes and SOWs in progress across every team member
  • Automated SOW generation eliminates manual assembly and copy-paste errors

Key Outcomes

80%
reduction in time spent assembling SOWs
100%
template compliance across the team
1 place
for all scoping data, rates, and approvals
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One system, every handoff

ScopeQ connects Operations, Sales Engineering, Sales, and Professional Services around a single scoping record—so context doesn't get lost between teams and every deal lands in delivery exactly as it was sold.

Implementation depth

The earlier ScopeQ enters, the more it does

Select where in your deal cycle you'd adopt ScopeQ to see which parts of the process become automatic.

↓ start here

Sales Discovery

Opportunity qualification

Pre-Sales Scoping

Sales Engineering

Estimation & Pricing

Effort & cost modeling

SOW & Approval

Document generation

Deal Close

The outcome

1 of 4 stages automated
Modernize your last mile

SOW & Approval

Entry

Generate a fully formatted, on-brand SOW in one click — with built-in approval routing and a client portal for final sign-off.

  • One-click SOW generation from structured scope data
  • Built-in approval routing with version history and diff tracking
  • Client portal for review, comment, and sign-off

Start where you are. Expand when you're ready.

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One platform. Every team in the deal.

ScopeQ connects pre-sales and delivery with a single scoping system everyone can trust.

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