Reference
Private App Reference
This reference lists the main authenticated ScopePilot areas and what each area is for.Dashboard
Shows setup progress, proposal metrics, proposal value, recent activity, and suggested next actions.
Proposals
Create, search, filter, open, preview, duplicate, archive, send, resend, and revise proposals. The proposals list shows client, status, value, owner, last activity, and next action.
Proposal Editor
The proposal editor contains:
| Area | Purpose |
|---|---|
| Overview | Proposal title, client, expiry date, summary, internal ownership |
| Scope & pricing | Line items, price, estimated cost, gross profit, gross margin, target margin |
| Proposal content | Client-facing proposal sections |
| Client-selectable package options | Option groups and options the client can select |
| Send & reminders | Recipient, proposal link, send action, reminder schedule |
| Activity | Lifecycle timeline, comments, change orders, PDF exports |
Services
Manage reusable service templates with category, pricing model, base price, estimated cost, hours, timeline, description, deliverables, exclusions, terms notes, and optional add-on data.
Pricing Rules
Set the workspace target margin used by proposal warnings.
Clients
Manage client name, company, email, phone, notes, and archive state.
Team
View members, invite teammates, update member roles, and review invitations.
Reports
View proposal summaries, benchmarks when available, activation funnel data, and organic signup source data.
Profile
Open the current account profile from the top bar.
Settings
Manage workspace name, slug, currency, target margin, logo, brand color, proposal footer, custom domains, white-label proposal settings, and lifecycle webhooks.
Billing
View subscription status, start checkout, and open the Stripe billing portal when billing access is available.