Dive deep into each capability. Click a tab to explore how ScopeQ transforms every stage of your services sales process.
01
Drop your spreadsheets, scope docs, rate cards, and RFPs. ScopeQ AI analyzes everything and builds a fully configured estimation template — fields, formulas, and document sections — with checkpoints at every stage so you stay in control.
Supports .xlsx, .csv, .docx, .pdf, .txt, and .json files
Multi-file upload merges data from different sources automatically
Checkpoint flow: confirm products, fields, formulas, and documents before saving
Feedback loop at each stage — tell the AI what to adjust and it re-runs
Does this look right?
Does this look right?
02
If you don't have existing spreadsheets or documents, ScopeQ AI interviews you through four phases — discovery, fields, formulas, and scope — to build your template from scratch. It asks the right questions and learns your domain as you go.
Guided four-phase interview: Discovery → Fields → Formulas → Scope
Multiple choice options with custom input at every step
Live sidebar shows fields, formula hints, and scope items as they're captured
Seamlessly joins the same checkpoint flow for final review
What type of service do you want to build an estimation template for?
What type of service do you want to build an estimation template for?
03
ScopeQ AI generates scope-of-work sections with rich content, field placeholders, and conditional logic. Upload existing SOWs and contracts — the AI extracts structure, headers, footers, and content patterns to create reusable document templates.
Upload .docx or .pdf files and AI extracts the structure — sections, placeholders, and formatting — to create reusable templates.
AI identifies where dynamic data belongs and inserts {{placeholders}} for client name, effort hours, pricing, and scope details.
Document sections can be conditionally included based on scope selections — only show what's relevant to each project.
04
One click organizes all your template fields into logical sections and pages for a guided scoping interview. The AI understands your template's purpose, field relationships, and formula logic to create a natural flow.
Automatically groups related fields into named sections
Creates multi-page interviews for complex templates
Considers field dependencies and visibility conditions
Re-organize anytime — the AI adapts to template changes
Page 1
Page 2
Page 1
Page 2
05
For each field in your template, AI generates a clear question title, helpful subtitle, and 'why this matters' callout — written for the person filling out the scope, not the person who built the template.
Conversational question titles that non-technical stakeholders understand
Contextual subtitles that clarify what to include
Scope impact callouts that explain why each question matters
Client-safe — never exposes internal pricing or hour calculations
Question title
Subtitle
Why this matters
Question title
Subtitle
Why this matters
06
Every AI feature in ScopeQ is designed as a starting point. You review, edit, and refine — the AI accelerates the work, you own the result.
The AI never runs silently to the end. Every stage pauses for your review — confirm, adjust, or provide feedback before moving on.
If something isn't right, tell the AI what to change. It re-runs with your context and presents updated results for re-confirmation.
AI generates the first draft. You edit the final result. Every AI-generated field, formula, and document section is fully editable.
Upload a mix of spreadsheets, scope docs, and rate cards. The AI understands how they relate and merges them into a single template.
AI features are included in Starter, Pro, and Enterprise plans. The Free plan includes the manual template builder.
Your data is sent to Anthropic's Claude API for processing and is never used for model training. Your templates and documents stay yours.
FREE TO START
Upload your spreadsheets and SOWs. ScopeQ AI builds your templates, formulas, and contracts automatically.