Easily adjust the level of detail shown in each scope and add contract language to fit your project's needs.

You'll have the option to update the following sections on the Scope page:

  • Live Preview Settings - add or remove specifics for the services and phases, including descriptions, prices, and units.

  • Client Goals - define the purpose of the project and share your unique approach.

  • Expiration Date - set a date that the contract will expire if the client does not sign.

  • Feedback Rounds - confirm the number of feedback rounds you're requesting of the client.

  • Backstop Date - the project deadline or the last day project work can be carried out.

  • General Terms - craft your own contract language.

  • Invoice Schedule - establish clear expectations of when payments are due.


Live Preview Settings

From the Scope page, navigate to the right and to the "share" button. Select to "Download pdf" to preview what the PDF will look like.

Once opened, you can check/uncheck the necessary boxes that you'd like to include in the services and phases of your scope.

You can also customize the PDF style, logo or image style, header size, body size, and font by selecting to head over to the Brand page in your Settings.

Your changes will be saved automatically but don't forget to click download to share the PDF or close to exit out of the screen.


Client Goals

As an add on option, click on Client Goals to define the purpose of the project and share your unique approach.

You'll see a window appear that now allows you to edit this section by clicking the pencil icon in the top right of the window.

You have additional text editing tools to bold, italicize, or add in bullets or a numbered list. Don't forget to save when your changes have been made.

You can further delete the Client Goals section altogether by clicking the trashcan icon.


Expiration Date

As an add on option, click on Expiration Date to set a date that the contract will expire if the client does not sign.

You'll see a window appear where you can click the pencil tool to edit the open text bar that opens up a calendar. Choose a date that aligns with the expiration timeframe you'd prefer. Don't forget to save when your changes have been made.

You can further delete the Expiration Date section altogether by clicking the trashcan icon.


Feedback Rounds

As an add on option, click on Feedback Rounds to confirm the number of feedback rounds you're requesting of the client.

You'll see a window appear where you can click the pencil tool that enables a dropdown menu where you can choose a number that aligns with the number of feedback rounds needed for your project. Don't forget to save when your changes have been made.

You can further delete the Feedback Rounds section altogether by clicking the trashcan icon.


Backstop Date

As an add on option, click on Backstop Date to adjust the project deadline or the last day project work can be carried out.

You'll see a window appear, click the pencil tool in the top right to prompt a calendar view. Choose a date that aligns with the last day project work can be carried out. Don't forget to save when your changes have been made.

You can further delete the Backstop Date section altogether by clicking the trashcan icon.


General Terms

As an add on option, click on General Terms to add custom contract language to your scope.

Similar to the Client Goals section, you'll see a window appear that now allows you to edit this section by clicking the pencil icon in the top right of the window. Click the arrow in the top right of the window to expand the view to copy/paste and format your text.

You have additional text editing tools to bold, italicize, or add in bullets or a numbered list. If you're not sure what to include, check out our recommendations here. Don't forget to save when your changes have been made.

You can further delete the General Terms section altogether by clicking the trashcan icon.


Invoice Schedule

As an add on option, click on Invoice Schedule to establish clear expectations of when payments are due from the client.

Click the pencil icon to begin editing the necessary details:

Due Upfront

Indicate a percentage of the total amount due upfront or a specific dollar amount that you can type in the open text field.

Remaining Invoices

The remainder of the payment due will auto-calculate and you'll then have the option to split that payment by a certain amount of months that you choose (indicating that number in the open text field) or by customizing specific amounts to be paid on specific days.

Payment Due Within

You can also more clearly define the timeframe when payments are due within - 15, 30, 60, or 90 days.

Don't forget to save when your changes have been made. You'll be able to review the details you selected.

You can further delete the Invoice Schedule section altogether by clicking the trashcan icon.

Note: While adding an invoice schedule to your scope, you're not formally requesting payment from your client. This section is purely to confirm the invoice schedule.

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