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


Copy the scope as a PDF Link

From the Scope or Manage page, click the "share" button next to "edit scope" in the top right corner of the screen.

Select from the two options: Copy this share link.

If you select "Copy share link," the link will automatically be copied to your clipboard and ready to paste anywhere. Note that this is a link to a public-facing view of your scope and includes project information, phase, and service information, and pricing information. It does not include the client's name.

Click here for an example of where the public URL links to.

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.

  • They can start a free trial of their own by clicking the purple text on the bottom right of the scope.


Download the scope as a PDF

From the Scope or Manage page, click the "Download" button next to "edit scope" in the top right corner of the screen.

Select from the two options: Download PDF.

You can view a live preview of the PDF and make changes as necessary to what is shown. Visit the articles linked to find out how to further update your live preview or update your branding on the scope.

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Still have questions? We're happy to help!

Contact us at [email protected]

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