Tutorials
Step-by-step learning paths for first-time setup and proposal creation.
User docs
ScopePilot User Documentation
These pages explain how to use ScopePilot as an agency owner, consultant, operator, account manager, or proposal recipient.Find an answer
Search user documentation
TutorialsCreate Your First ProposalUse this tutorial to go from a new ScopePilot trial to a previewable proposal.How-To GuidesBuild And Send ProposalsUse this guide when you need to create, edit, preview, send, or resend a proposal.How-To GuidesManage Services And Pricing InputsUse services to save reusable scope, pricing, timeline, and delivery assumptions.How-To GuidesManage ClientsUse clients to store the buyer information used in proposals and client links.How-To GuidesHandle Approvals, Revisions, And Change OrdersUse this guide after a client receives a proposal link.How-To GuidesConfigure Workspace Branding And Delivery SettingsUse workspace settings to control proposal identity, proposal footer copy, custom domains, white-label display, and lifecycle webhooks.How-To GuidesManage Team Access And BillingUse this guide to invite teammates, change roles, and manage subscription billing.How-To GuidesUse Reports And Dashboard FiltersUse the dashboard and reports to track proposal activity and decide what needs attention.ReferencePrivate App ReferenceThis reference lists the main authenticated ScopePilot areas and what each area is for.ReferenceProposal Status ReferenceScopePilot checks that a proposal has:ReferenceClient Proposal Page ReferenceThe client proposal page is the private proposal link sent to a buyer.ReferencePlans, Billing, And Email ReferenceScopePilot starts with a 7-day free trial. The trial flow asks the user to choose a plan and complete Stripe checkout before account creation.ExplanationHow ScopePilot Protects Proposal MarginScopePilot is built around service pricing and margin visibility before a proposal is sent.ExplanationProposal Approval And Legal Signature BoundariesScopePilot approval records that a client accepted a proposal version. It is not designed to replace a legal e-signature product by itself.ExplanationPrivate Proposal Links And Client PrivacyScopePilot separates public marketing pages from private client proposal pages.
How-To Guides
Task-focused guides for proposal, client, service, team, billing, and reporting work.
- Build And Send Proposals Use this guide when you need to create, edit, preview, send, or resend a proposal.
- Manage Services And Pricing Inputs Use services to save reusable scope, pricing, timeline, and delivery assumptions.
- Manage Clients Use clients to store the buyer information used in proposals and client links.
- Handle Approvals, Revisions, And Change Orders Use this guide after a client receives a proposal link.
- Configure Workspace Branding And Delivery Settings Use workspace settings to control proposal identity, proposal footer copy, custom domains, white-label display, and lifecycle webhooks.
- Manage Team Access And Billing Use this guide to invite teammates, change roles, and manage subscription billing.
- Use Reports And Dashboard Filters Use the dashboard and reports to track proposal activity and decide what needs attention.
Reference
Precise product references for app areas, proposal statuses, billing, and client pages.
- Private App Reference This reference lists the main authenticated ScopePilot areas and what each area is for.
- Proposal Status Reference ScopePilot checks that a proposal has:
- Client Proposal Page Reference The client proposal page is the private proposal link sent to a buyer.
- Plans, Billing, And Email Reference ScopePilot starts with a 7-day free trial. The trial flow asks the user to choose a plan and complete Stripe checkout before account creation.
Explanation
Conceptual notes about margins, approvals, privacy, and proposal boundaries.
- How ScopePilot Protects Proposal Margin ScopePilot is built around service pricing and margin visibility before a proposal is sent.
- Proposal Approval And Legal Signature Boundaries ScopePilot approval records that a client accepted a proposal version. It is not designed to replace a legal e-signature product by itself.
- Private Proposal Links And Client Privacy ScopePilot separates public marketing pages from private client proposal pages.