Reference
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.Trial
Plans Shown In Product
| Plan | Price shown | Intended use | Product text highlights |
|---|---|---|---|
| Solo | $29 per month after trial | Independent consultants | Editable service catalog, margin guard, client approval links, PDF export |
| Team | $79 per month after trial | Agencies standardizing proposals | Shared service catalog, workspace roles and reminders, approval records and revision history |
Billing Status Values
Billing status can appear as:
trialingactivepast_duecanceledunpaidincomplete
Email Preferences
The email preferences page is opened from a ScopePilot email preference link.
Users can choose whether to receive:
- Proposal reminders
- Proposal lifecycle emails
The page also supports unsubscribing from ScopePilot proposal emails.
Lifecycle Email Events
ScopePilot tracks proposal email lifecycle events such as:
- Proposal sent
- Proposal viewed
- Proposal approved
- Proposal reminder
- Proposal expired
- Low-margin warning