ScopeEngine
AI Proposal Engine — Setup
Connect your Supabase project to get started
Supabase Dashboard → Project Settings → API
From console.anthropic.com — stored locally only
Dashboard
Proposals
Total Proposals
0
All time
Signed Contracts
0
✓ Executed
Awaiting Signature
0
Pending
Open Pipeline
$0
Unsigned value
Recent Proposals
ClientProjectValueStatusDate
Proposals
All proposals & contracts
#ClientTypeProjectValueStatusDateActions
Clients
Your full client directory
← Back to Clients
Invoices & Collections
Track invoices, send follow-ups, get paid faster
ClientInvoice #Amount BalanceDueStatus
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Projects
Track jobs, draw schedules, and change orders
ProjectClientSite ContractStatusUpdated
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Templates
Reusable scope & pricing packages
Settings
Manage your company, proposals, and integrations
Company Information
No logo
For best results: upload a PNG with transparent background. JPG files or PNGs with solid backgrounds will show as a white box around your logo on PDFs and invoices. Free background-removal tools: remove.bg, Canva, or Photoshop Express.
PNG or JPG, recommended 400×400px or larger. Auto-resized to fit invoices.
This replaces the auto-generated industry line in the PDF header. Edit it to match how you want to present your company.
1 = plain English residential · 3 = balanced default · 5 = enterprise multi-party
AI Configuration
Owner only. Not visible to other users.
Default Terms & Conditions (Exhibit A) — Editable per proposal
🔢 Proposal Tracking ID

Every new proposal gets an auto-generated tracking number. Contractors can override it per-proposal to match existing invoice numbering.

Your company abbreviation
The number the next proposal will use
How many digits (e.g. 4 → 0001)
Tokens: {prefix} {year} {month} {seq}
Next Proposal Will Be
—
✓ Contractors can override this per-proposal to match their existing invoice numbering system.
Proposal Defaults
1=Simple · 3=Comprehensive · 5=Maximum detail
Used for invoice and proposal PDFs. Helvetica is the safe default.
Appears as the "From" name when proposals/invoices are emailed. e.g. "Marcus at GBS" instead of just the company name.
Tokens: {number} {company} {client} {type}. Editable per-send.
📚 Proposal Library — Upload Templates & Reference Files

Upload your real proposals, past contracts, scope documents, and templates. These feed your AI so it learns your style — your language, your level of detail, your typical scopes. The more you upload, the better the AI gets at drafting proposals that sound like you. Your uploads are private to your account.

PDF, Word, Excel, or text. Multiple files supported.
Uploaded Documents
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Email & SMS Delivery (owner only)
Connection
✓ Active Trial
Client-Facing Reminders

Automated nudges sent when a proposal has not been signed. Fully customizable per proposal at send time.

Email Reminders
Send reminder emails automatically via SendGrid
SMS Reminders
Requires valid Twilio credentials in Integrations
Day 1–2 Nudge
"Your proposal is ready — let me know if you have questions."
Day 7 Follow-Up
"We are holding your pricing — happy to answer questions."
Day 14 Soft Urgency
"Proposal still open — let us get started."
Day 30 Final Notice
"Pricing expires today — we cannot hold these rates beyond this date."
Your Internal Notifications
All Signers Signed Alert
Get notified the moment every signer has signed
New Proposal Created
Email confirmation when a proposal is created
Weekly Pipeline Report
Every Monday morning — pipeline snapshot by email
Who Gets Notified
Comma-separated list. These addresses appear in the recipient picker by default when sending invoice follow-ups.
🛠️
Integrations — Coming Soon
Third-party integrations are on the roadmap. We're building direct connections to the tools contractors already use so ScopeEngine fits into your existing workflow instead of replacing it.
DocuSign
Enterprise e-signature audit trail
QuickBooks
Auto-sync signed contracts to invoicing
Google Docs
Collaborative proposal editing
Zapier
Connect to 5,000+ apps via webhooks
GoHighLevel
Sync contacts and pipeline stages
Stripe
Collect deposits on signed contracts
Need a specific integration? Request it →
Password

Last changed: —

Use 12+ characters with a mix of letters, numbers, and symbols.
Two-Factor Authentication

Adds an extra layer of security when signing in. Highly recommended for Owner accounts.

Authenticator App (TOTP)
Use Google Authenticator, Authy, or 1Password
SMS Backup Code
Receive a one-time code via text message
Active Sessions

Devices currently signed into your account. Sign out any session you do not recognize.

DeviceLocationLast Active
This device
Chrome · macOS		—NowCurrent
Account Danger Zone

These actions are permanent and cannot be undone.

Team Management
Add members, assign roles, manage access
Seat-Based Billing: Your current plan includes 1 seat. Additional members require a plan upgrade. Each user gets their own login — sharing accounts violates our Terms of Service and may result in account suspension.
Team Members
NameEmailRoleStatusLast ActiveActions
Role Permissions
RoleProposalsClientsTemplatesSettingsTeamBillingAdmin Panel
Owner✅✅✅✅ Full✅✅Super Admins only
Admin✅✅✅✅ No keys✅❌❌
Proposal Writer✅✅✅ Use only❌❌❌❌
Viewer👁 Read only👁 Read only👁 Read only❌❌❌❌
Billing & Subscription
Manage your plan, usage, and payment method
Starter Plan
Active Trial — 7 days remaining
$69.99
/month
Proposals Sent
0
Seats Used
1/1
AI Calls This Month
0
Templates
0
⚠ Your trial ends in 7 days. Add a payment method below to avoid service interruption.
Plan Comparison
Feature Starter
$69.99/mo		 Growth
$109.99/mo		 Pro
$249.99/mo		 Enterprise
Custom
Users / Seats1Up to 5Up to 15Unlimited
Proposals / Month30UnlimitedUnlimitedUnlimited
Contract Shield Level1–31–31–5 ✦1–5 + Custom
Voice Input✓✓✓✓
SMS Reminders✗✓✓✓
Analytics DashboardAdd-on $19.99Add-on $19.99✓ Included✓ Included
AI Scope Rewrite✗✓✓✓
Custom AI Training✗✗✗✓
White Label✗✗✗✓
Available Add-Ons
Analytics Dashboard
Close rate, pipeline value, revenue tracking, proposal view tracking
$19.99/mo
Shield Level 4–5 Unlock
Maximum contract thoroughness. Enterprise-grade structure. Full commercial coverage.
$29.99/mo
Priority Support
Same-day response SLA. Direct line to support team.
$29/mo
Brand Logo Package
AI generates a professional logo for your company. Instant brand kit for proposals.
$99 one-time
Payment Method
🔒 Payments are processed securely by Stripe. ScopeEngine never stores your card details.
No payment method on file — trial active
Admin Panel
ScopeEngine master controls — Mac & Garrett only
📚 Training Library Upload

Upload proposals, contracts, scope docs, and training material to expand the AI knowledge base. All uploads are indexed and used to improve proposal generation for all users.

📋 Training Session Log

Record voice or text training sessions with Garrett. These are logged and used as AI training data. Run mock proposals here.

📊 Platform Stats
Total Users
—
Total Proposals
—
Signed Contracts
—
Pipeline Value
—
✦ AI Proposal Generator
Describe the job — AI interviews you and builds the proposal
Legal depth
3 Professional Balanced default — most jobs
Compare Legal Depth Levels
Side-by-side preview of what changes across the slider — scope detail, T&C length, jurisdiction provisions.
Sample trade Compare vs Pre-canned samples
Pre-canned samples render instantly. Click Test live with AI to verify the actual prompt builder produces visibly different output.
New Project
Project Details
Auto-updates as proposals are signed and change orders are added
Add Milestone
When does this become due? Free-text — what makes sense to your client.
Amount
%
New Change Order
Use a negative number for credits/deducts
Send Proposal
Review the message before it goes out
To: —
From: —
Reply-To: —
Subject:
Message Body
Sharable Client Link
ⓘ Email actually sending will be enabled soon. For now, copy the link above and paste it into your email or text to the client.
Generate Invoice from Project
Select Items to Include
Check the milestones, change orders, or custom items you want bundled into this invoice. Selected milestones get marked as "invoiced" once the invoice is saved.
Pending Milestones
Signed Change Orders
Additional Custom Items
Invoice Details
Subtotal$0.00
Tax rate %
$0.00
Invoice Total$0.00
Sign Invoice
Draw your signature with your finger or mouse:
Signer Info
New Invoice
💾
Upload Invoice
PDF or image — AI extracts every field automatically
✏
Manual Entry
Fill in invoice details by hand
Follow-up Message
New Proposal
Leave blank to auto-generate from your Settings › Proposals & T&C format. You can override this to match your existing invoice numbering (e.g. GBS-2026-1042).
Client Information
Scope of Work
Pricing / Line Items
Total Contract Value$0
Optional Add-On Items (client-selectable checkboxes — price auto-adjusts)
Authorized Signers
Each signer gets their own link + reminder sequence via email & SMS
Blind signing (hide other signers until all signed)
Timeline
Show Timeline Section
Show Estimated Dates on Proposal (start & completion)
T&C Display Mode
Draw Schedule (milestone-based payment plan)
Break the contract into milestone payments (deposit, permit, midpoint, final). The client sees the schedule on the proposal; you can invoice each milestone as triggers are met.
Follow-Up Reminder Schedule
Automated reminders sent if proposal is not signed. All active by default — toggle off any you don't want.
Terms & Conditions — Exhibit A (this proposal only — edit freely)
Edit freely then hit "AI Rewrite" to professionalize your additions. "Expand Based on Scope" re-reads your entire scope and regenerates T&C to match.
ⓘ Your Document (contractor view only) — This contract language was drafted using ScopeEngine as a starting point. Review all content before sending — you are the author of everything that goes to your client. For complex or high-value contracts, consider having an attorney review.
Add Client
New Template
Client Proposal Preview
Terms of Service & Disclaimer
Read carefully before creating your account

SCOPEENGINE — TERMS OF SERVICE, LIABILITY DISCLAIMER & BINDING ARBITRATION AGREEMENT

READ CAREFULLY. This is a legally binding agreement. By creating an account you waive certain rights including the right to a jury trial and the right to participate in a class action lawsuit.

1. NOT LEGAL ADVICE — NO ATTORNEY-CLIENT RELATIONSHIP. ScopeEngine is a software platform, not a law firm. No content generated by ScopeEngine — including AI-generated proposal language, scope descriptions, terms and conditions templates, contract exhibits, or any other document output — constitutes legal advice, and no attorney-client relationship is formed. All AI-generated content is provided as a starting point for informational purposes only. ScopeEngine strongly recommends that you have all documents reviewed by a licensed attorney in your jurisdiction before use.

2. USER'S SOLE RESPONSIBILITY. You are solely and entirely responsible for: (a) reviewing all AI-generated content before sending to any client; (b) ensuring all documents comply with applicable federal, state, and local laws; (c) obtaining appropriate contractor licenses and insurance for your jurisdiction; (d) verifying that any contract language meets your specific legal and business needs.

3. CONTRACTOR INDEMNIFICATION OF SCOPEENGINE. You agree to indemnify, defend, and hold harmless ScopeEngine, its founders, officers, employees, and affiliates from and against any and all claims, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of ScopeEngine-generated documents; (b) any dispute between you and your clients; (c) any allegation that a document you created on ScopeEngine is unenforceable or legally deficient; (d) your violation of these Terms or any applicable law.

4. LIMITATION OF LIABILITY. TO THE MAXIMUM EXTENT PERMITTED BY LAW, SCOPEENGINE'S TOTAL LIABILITY FOR ANY CLAIM SHALL NOT EXCEED THE TOTAL SUBSCRIPTION FEES YOU PAID IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM. SCOPEENGINE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING LOSS OF PROFITS, LOSS OF CONTRACTS, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

5. BINDING ARBITRATION & CLASS ACTION WAIVER. ALL DISPUTES SHALL BE RESOLVED BY BINDING INDIVIDUAL ARBITRATION UNDER AAA COMMERCIAL ARBITRATION RULES. YOU EXPRESSLY WAIVE YOUR RIGHT TO A JURY TRIAL AND YOUR RIGHT TO PARTICIPATE IN ANY CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION. Arbitration shall take place in Sacramento County, California. The arbitrator's decision is final and binding.

6. TOOL USE ACKNOWLEDGMENT. ScopeEngine is a productivity and proposal-building tool. You acknowledge that: (a) AI-generated content is a starting point that you review, edit, and approve before sending; (b) you are the sole author and publisher of every document you send to your clients; (c) ScopeEngine is not a party to any agreement between you and your clients; (d) AI-generated content may contain errors or omissions and you accept full responsibility for reviewing all content before use.

7. DATA OWNERSHIP & AI TRAINING. You retain ownership of your client data. ScopeEngine may use anonymized, non-identifiable aggregate data to improve the AI system. Individual client names and identifying information are never used in training.

8. BILLING & REFUNDS. Subscription fees are non-refundable after the trial period. ScopeEngine reserves the right to modify pricing with 30 days notice. Sharing account credentials violates these Terms and may result in immediate termination without refund.

9. GOVERNING LAW. These Terms are governed by the laws of the State of California. If any provision is unenforceable, remaining provisions remain in full force. These Terms constitute the entire agreement between you and ScopeEngine.

Version 2.0 — April 2026 (rebranded from ScopeIQ). Contact: legal@scopeengine.ai

↓ Scroll down to read all terms before agreeing
I have read and understand the Terms of Service. I agree that ScopeEngine is not a law firm and does not provide contract guidance. I accept full responsibility for all documents I create on this platform and will seek my own legal counsel as needed.
Invite Team Member
The invited person will receive an email to create their own ScopeEngine account. They will be linked to your company automatically.
⚠ Each team member requires their own login. Sharing credentials violates our ToS and may result in account suspension.
Send Executed Contract
Before You Create Your First Proposal
One-time acknowledgment — required
⚠ Important Disclaimer

ScopeEngine generates proposal and contract templates using AI. This is a drafting tool — not legal counsel.

By creating proposals on ScopeEngine, you confirm that you understand and agree:

✦ All AI-generated content is a starting point. You are responsible for reviewing every document before sending to a client.
✦ ScopeEngine is not a law firm. Templates do not constitute legal advice for your specific situation or jurisdiction.
✦ You are the author of every contract you send. ScopeEngine is your drafting assistant.
✦ For large or complex contracts, consider having an attorney review before sending — especially for first-time client relationships.
✦ You agree to indemnify ScopeEngine from any disputes arising from documents you create and send. See full Terms of Service for details.
I understand ScopeEngine is a drafting tool, not legal counsel. I accept full responsibility for all documents I create and send using this platform.
Your Trial Has Ended
⏰
Your 7-day free trial has ended

To continue using ScopeEngine — creating proposals, using AI, and managing clients — choose a plan below.

Questions? Email hello@scopeengine.ai