It's now even easier to share your scope with anyone, at any time by either downloading your scope or proposal as a PDF, or copying the teammate or client share link to your clipboard.

Copy the scope as a PDF Link

From the Scope tab, click the three dots next to the "edit" button.

You have the option to share the client share link or teammate share link. If you select to copy either link, the link will automatically be copied to your clipboard and ready to paste anywhere.

The client share link shows the client-pricing of the scope.

The teammate share link shows the phases and services within the scope, but none of the pricing.

From the shared scope page, your viewer has a few options of what to do.

  • They can review the scope details to understand their responsibilities by phase or by their role, and the accompanying budget.

  • They can reach out to the Team Lead to discuss the scope by copying their email with the button at the top right or under the Team Lead's profile card clicking on the email icon.

Download your scope as a PDF

Within a project, after building out your scope, select the three dots next to "edit."

Select to Download PDF and you'll be able to preview the PDF. If all looks good, select "download" on the top right.

Download your proposal as a PDF

From within a project, choose to view proposals in the top right corner of the screen. After putting together your proposal, you can download the PDF using the three buttons next to copy share link.

Visit the articles linked to find out how to further update your proposal or update your branding on the scope.


Still have questions? We're happy to help!

Contact us at [email protected]

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