Built for the AI era of scoping, estimating, and selling services, ScopeQ is the next generation of Services CPQ.

ScopeQ/Acme Corpfree
Pipeline Value

$284,500

Non-draft quotes · USD

Active Quotes

12

In progress

Avg. Approval Time

1.8d

Request to decision

Approval Rate

74%

Approved / decided

Pipeline

By stage

All quotes
Draft
3
Pending
4
Approved
2
Sent
2
Signed
1

Quote Activity

Last 7 days

MonTueWedThuFriSatSun

Revenue Trend

Last 7 days

MonTueWedThuFriSatSun

Recent Quotes

View all

Acme Corp

2h ago · Digital Transformation

$45,200Approved

Vertex Systems

5h ago · Data Platform Rollout

$28,400Sent

Brightline Digital

1d ago · E-commerce Relaunch

$18,750Pending

Cascade Partners

2d ago · CRM Integration

$12,300Draft

Summit Technologies

3d ago · Cloud Migration

$67,800Signed

Pending Actions

2

Approval needed — Vertex Systems

$28,400 · 5h ago

Approval needed — Brightline Digital

$18,750 · 1d ago

Quote viewed

Acme Corp opened the quote · 2h ago

Templates

8 / 11

142 fields configured

Documents

6

38 sections

Rate Cards

3

12 roles defined

Scope every deal with precision

Define the questions that drive your estimates. Organize them into pages and sections, add help text and callouts, then choose how each field is presented.

1.0 Scoping

All fields12
Page 1
Project Overview3
Technical Requirements4
Page 2
Integrations3
Timeline & Budget2
New section...
Project OverviewShow all →
project_typesingle_selectrequired

What type of project is this?

Project Overview
ListCardsPills
Question title
What type of project is this?
Subtitle
This determines the base scope template
Why this matters
Shown in a callout box — explain scope impact...
num_usersnumberrequired

How many users will need access?

Project Overview
deployment_modelsingle_selectrequired
Project Overview
ListCardsPills

Estimate effort without the guesswork

Build formulas from conditionals, multipliers, and step chains that turn scoping answers into precise hour estimates automatically.

2.0 Estimating

QuestionsScopingFormulaEffortDocument

Components

Add components to build your effort formula.

Remove Formula
NameDescriptionRulesFields
Base Implementation
Core platform setup based on project type and user count
3 rules2
Conditional
Ifproject_typeequals"New Build"then120 hrs
Ifproject_typeequals"Migration"then80 hrs
else40 hrs
Multiplier
num_users×0.02hrs per user
Steps
Start withbase_hourscap at200round
ConditionalMultiplierSteps
Compiled expression:project_type === "New Build" ? 120 : project_type === "Migration" ? 80 : 40 + num_users * 0.02
Integration Effort
Hours per integration, scaled by complexity tier
2 rules3
Data Migration
Conditional on migration size, tiered by volume
4 rules2
SSO & Security
Added when SSO is required, varies by provider
2 rules2
Add Component

Price with confidence, not spreadsheets

Distribute effort across roles and phases, apply rate cards, and see totals update instantly. T&M or fixed fee, with discount controls built in.

3.0 Quoting

QuestionsScopingFormulaEffortDocument

Effort Distribution

Click any role or phase to edit. Computed cells update in real time.

Discovery15%
Build50%
Testing20%
Deploy15%
Total
Solutions Architect25%
3.8%12.5%5%3.8%25%
Senior Developer35%
5.3%17.5%7%5.3%35%
Developer25%
3.8%12.5%5%3.8%25%
QA Engineer15%
2.3%7.5%3%2.3%15%
Add Role
Total15%50%20%15%100%

From template to polished SOW in one click

Build reusable SOW templates with sections and placeholders. ScopeQ fills in the data, generates tables, and produces a professional document ready for approval.

4.0 SOW Generation

Template
Output
SQ

ScopeQ Solutions Inc.

123 Innovation Drive, Suite 400, San Francisco, CA 94105

Statement of Work

SOW-2024-0847 · March 7, 2026

Provider

ScopeQ Solutions Inc.

Client

Acme Corporation

Scope of Work

This Statement of Work (“SOW”) issued on March 7, 2026 is entered into between ScopeQ Solutions Inc. (“Provider”) and Acme Corporation (“Client”). The scope of services includes Enterprise Platform Build, Data Migration Module.

The total estimated effort is 340 hours at an hourly rate of $185.00, for a total cost of $62,900.00.

Pricing & Payment Terms

The following table summarizes the effort and cost breakdown by role:

RoleHoursRateTotal
Solutions Architect85$225$19,125
Senior Developer119$195$23,205
Developer85$165$14,025
QA Engineer51$145$7,395
Total340$185.00$62,900

Acceptance & Signatures

By signing below, both parties agree to the terms and conditions outlined in this Statement of Work.

Provider

Date

Name

Title

Client

Date

Name

Title

Enterprise Implementation SOW

Standard SOW for enterprise platform builds

EditPreview
Save

Document Header

Appears at the top of the generated document

Scope of Work
H2H3Insert
This Statement of Work (“SOW”) issued on {{created_date}} is entered into between {{company_name}} (“Provider”) and {{client_name}} (“Client”). The scope of services includes {{product_names_list}}.

The total estimated effort is {{total_hours}} hours at an hourly rate of {{hourly_rate}}, for a total cost of {{total_cost}}.
Deliverables
Timeline & Milestones
Pricing & Payment Terms
Acceptance & Signatures
Add Section

Document Footer

Appears at the bottom of the generated document

The new standard for services sales. ScopeQ turns your existing assets into a complete estimation system in minutes. No existing assets? No problem - ScopeQ AI builds it with you from scratch.

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Products
3
Fields
4
Formulas
5
Documents
23 fields detectedTax Compliance Estimator
NFe Outbound (8)NFSe Outbound (6)NFe Inbound (9)
FieldType
NFe Outbound in Scope*
select
Number of Tax IDs
number
New Package Implementation
select
Direct Export
select
Stock Transfer Orders
select
DANFE Additional Info Texts
select
Regulated Materials
select
Fiscal Compliance Only
select

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Upload anything you use to estimate

Spreadsheets, scope docs, rate cards, RFPs

.xlsx.csv.docx.pdf.txt.json

Upload Anything

Spreadsheets, scope docs, rate cards

Discovery
2
Fields
3
Formulas
4
Scope
Configuring template inputs

What other factors affect the number of hours for a network deployment?

Select all that apply or type your own.

Per-site bandwidth allocation
BGeographic region multiplier
Number of concurrent users
DHardware refresh cycle
Fields5
Number of Sitesnumber
Complexity Tierselect
Include Trainingcheckbox
Migration Typeselect
User Countnumber
Formulas

None yet

Scope

None yet

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