ScopeQ connects Operations, Sales Engineering, Sales, Professional Services, and leadership around a single scoping system — so context flows forward instead of getting lost between teams.
01 — PS Operations
Replace scattered templates and manual SOW assembly with centralized, governed templates, one-click generation, and full visibility into every deal.
Centralize all scoping templates and rate cards in a single governed system
Automated SOW generation replaces hours of manual document assembly
Real-time visibility into every quote and SOW in progress across the team
Stop being the bottleneck — sales gets what they need without chasing you
Documents
+ New DocumentFull implementation SOW for enterprise platform deployments including discovery, design, build, and go-live phases.
Data and platform migration engagement covering assessment, planning, execution, and validation.
Accelerated onboarding for standard product deployments with predefined scope and fixed deliverables.
Documents
+ New DocumentFull implementation SOW for enterprise platform deployments including discovery, design, build, and go-live phases.
Data and platform migration engagement covering assessment, planning, execution, and validation.
Accelerated onboarding for standard product deployments with predefined scope and fixed deliverables.
02 — Sales Engineering
A structured, repeatable scoping process your team controls. Scope a deal once and the estimate generates instantly — no spreadsheets, no back-and-forth.
Repeatable scoping process you can customize to understand every deal's context
Reuse proven templates instead of starting from a blank spreadsheet
Estimates generate instantly from scope data — no manual calculation required
Scope, estimate, quote, and SOW stay automatically in sync throughout the deal
Project Overview
Enterprise Platform Build
What type of project is this? *
How many users will need access? *
Which integrations are needed?
Project Overview
Enterprise Platform Build
What type of project is this? *
How many users will need access? *
Which integrations are needed?
03 — Sales
Consistent estimates every time, professional SOWs in minutes. No more chasing SEs or waiting on services to unblock your deal.
Deals never stall waiting on services pricing or SOW assembly
Consistent, formula-driven estimates regardless of who scopes the deal
Stop chasing SEs, PS, and Ops — the system delivers what you need
Professional, on-brand SOWs generated in minutes, not days
Quotes
+ Create QuoteMeridian Corp
QT-2026-047
Atlas Industries
QT-2026-048
Vertex Labs
QT-2026-049
Pinnacle Health
QT-2026-050
Quotes
+ Create QuoteMeridian Corp
QT-2026-047
Atlas Industries
QT-2026-048
Vertex Labs
QT-2026-049
Pinnacle Health
QT-2026-050
04 — Professional Services
Inherit scope you can trust. Consistent scoping, real approval workflows, and estimation formulas your team owns — not a spreadsheet someone forgot to update.
Structured, consistent scoping you can trust before project kickoff
Every SOW goes through a detailed, multi-step approval workflow
Your team owns the estimation formulas — not a spreadsheet someone forgot to update
Template-driven SOWs eliminate copy-paste errors and scope ambiguity
In Queue
3
quotes pending
Total Value
$446K
USD
Total Hours
1,640
hrs effort
Avg Wait
4.2h
→ on pace with 30d avg
Meridian Corporation
In Queue
3
quotes pending
Total Value
$446K
USD
Total Hours
1,640
hrs effort
Avg Wait
4.2h
→ on pace with 30d avg
Meridian Corporation
05 — C-Suite
Close faster with consistent, accurate, professionally branded SOWs — giving leadership confidence in pipeline velocity and pricing integrity.
Faster deal velocity from scoping through signed SOW
Consistent outputs that protect margins and reduce delivery risk
Beautiful, accurate SOWs that set a professional tone from the first interaction
Full visibility into pipeline health, pricing patterns, and deal progress
Pipeline Value
$1.2M
Non-draft · USD
Active Quotes
24
In progress
Avg. Approval
4.2h
Request to decision
Approval Rate
94%
Approved / decided
Pipeline
By stage
Quote Activity
Last 7 days
Revenue Trend
Last 7 days
Recent Quotes
View all →Meridian Corp
2h ago
$142.5K
Atlas Industries
4h ago
$89.0K
Vertex Labs
1d ago
$67.2K
Templates
8 / 12
47 fields configured
Documents
3
18 sections
Rate Cards
2
14 roles defined
Pipeline Value
$1.2M
Non-draft · USD
Active Quotes
24
In progress
Avg. Approval
4.2h
Request to decision
Approval Rate
94%
Approved / decided
Pipeline
By stage
Quote Activity
Last 7 days
Revenue Trend
Last 7 days
Recent Quotes
View all →Meridian Corp
2h ago
$142.5K
Atlas Industries
4h ago
$89.0K
Vertex Labs
1d ago
$67.2K
Templates
8 / 12
47 fields configured
Documents
3
18 sections
Rate Cards
2
14 roles defined
ScopeQ connects pre-sales and delivery with a single scoping system everyone can trust.