From first quote to delivery-ready spec, in one document.
ScopeDeck turns the messy, scattered work of writing client quotes into one fast, structured system. Write the quote, promote it to a spec, roll it into tasks, without re-typing a word.
No card needed · 2 clients & 5 quotes free forever
Sections
- Opening Context
- Project Overview
- Platform & Technology
- Ecommerce Requirements
- Custom Functionality
- Pricing & Next Steps
## Custom Functionality
The trade portal includes **account-specific pricing** applied at login, with tiered discounts per
customer group. Orders sync to {{platform}} nightly via the fulfilment API
- Trade account approval flow
- Credit-limit checks at checkout
Custom Functionality
The trade portal includes account-specific pricing applied at login, with tiered discounts per customer group. Orders sync to Shopify nightly via the fulfilment API.
- Trade account approval flow
- Credit-limit checks at checkout
Trusted by studios that ship
Features
Everything between “can you quote this?” and “it's shipped”
One living document
Quote, spec and tasks, three stages, one document
The section tree is the backbone; Quote, Specification and Tasks are layers on top of it. Write a light client-facing quote, promote it to a detailed spec that carries your wording forward, then roll it into a delivery task list, without re-typing or re-structuring anything.
Custom Functionality
A trade portal with account-specific pricing and tiered discounts, synced nightly to your fulfilment system.
Reusable snippets
Write it once, reuse it everywhere
Save any block of wording and insert it into any document. Each snippet carries everything it needs to be useful at every stage.
- Quote wording, spec wording, task seeds and notes together
- Tags, platforms, and a default cost + hours per snippet
- Insert linked (stays in sync) or unlinked (editable copy)
Trade Pricing Module
£4,200 · 36hPayload CMS Setup
£2,800 · 24hCheckout Customisation
£1,950 · 16hInsert
Work types & platforms
The right structure before you type a word
Pick a work type, information site, ecommerce, project or custom, and a platform, and the document starts with the right sections, wording and structure already in place.
New work
Choose a work type and platform
Platform
The editor
A semantic editor that never lags
A calm, distraction-free markdown editor with syntax highlighting and just-enough helpers, no bloated toolbar. It renders section-by-section so it stays instant even on huge documents.
- Flip to a whole-document view to read the full flow
- Autosave and per-section undo, always on
### Platform & Technology
The build uses **Shopify Headless** with Payload as the content layer. Product data stays in Shopify;
editorial content lives in Payload and renders through one front end.
Reference sidebar
Pull from any past quote without leaving this one
A slide-in drawer with global search across Work, Snippets and Docs. Open a read-only detail view to pull wording or compare pricing, your document stays exactly where you left it.
## Ecommerce Requirements
The store supports trade and
retail customers with…
Hartley & Co, Ecommerce rebuild
…matches “trade pricing”
Trade Pricing Module
…matches “tiered discounts”
Platform comparison: Shopify vs Magento
…matches “B2B pricing”
Live pricing
Pricing, hours and totals that do the maths for you
Put a cost and estimated hours on any section or snippet and watch stage totals roll up automatically. Quote and Spec keep separate totals, because section inclusion is stage-specific.
- Choose per-line whether a price shows in the client PDF
- Optional extras, manual override total, contingency %
Cost & time
Cost
£4,200
Hours
36
Quote total
£24,850
210 hrs
Calculated £23,650
Override £24,850
Contingency 10%
Time estimates
Hours estimated once, carried into delivery
The hours you estimate while quoting flow straight through to the task stage, so the delivery team sees the effort behind every piece of work, summed per section and across the whole build.
Custom Functionality, delivery
- Build trade pricing engine12h
- Configure discount tiers6h
- Fulfilment API sync + alerts10h
- Checkout credit-limit checks8h
Task buckets
Tasks attach to snippets, then roll into one list
Attach task buckets, Misc, Dev, Design & Content Fill, Pre/Post/Live Checks, to sections and snippets. Any snippet you include carries its tasks in automatically, combined into one delivery list ready for PM handoff.
Trade Pricing Module
- · Pricing engine (Dev)
- · Trade portal UI (Design)
- · Discount tier QA (Checks)
Combined delivery list
Dev
· Pricing engine
· API sync
Design & Content Fill
· Trade portal UI
Pre-Live Checks
· Discount tier QA
Mail merge
No client ever sees a raw merge tag
Type client and project details once; drop merge tags anywhere in your wording. Tags resolve on preview and export, and export is blocked if any tag is left unresolved.
Prepared for {{contact_name}} at {{company_name}}.
This quote is valid until {{expiry_date}} with a total of {{total_cost}}.
Preview
Prepared for Sarah Whitmore at Hartley & Co. This quote is valid until 14 August 2026 with a total of £24,850.
Branded PDFs
A PDF your client signs, not just reads
Generate a polished, on-brand PDF straight from the document: an imagery cover page, optional section intros, per-line cost chips, manual page-break control and a two-column signing page. Screen-first continuous layout, or conventional A4 for print.
Ecommerce Rebuild Proposal
Hartley & Co · July 2026
Custom Functionality
£4,200Sign-off
Client signature
Studio signature
Cover · body with cost chips · two-column signing page
Pipeline
Know what’s live, waiting and won
Track every piece of work through Draft, Review, Approved, Sent, Accepted and Declined, so nothing sits in limbo and nothing gets chased twice.
Search
One command palette across everything
Hit ⌘K and search clients, work, quotes, specs, snippets, docs and plugin features by title, each result tagged with a type chip. Enter to open, Shift+Enter for a new tab.
- ClientHartley & Co
- WorkHartley & Co, Ecommerce rebuild
- SnippetTrade Pricing Module
- DocPlatform comparison: Shopify vs Magento
- PluginWooCommerce Trade Pricing config
Doc library
Sales and advisory docs, ready to tailor
Keep platform comparisons, support offerings and advisory documents in one library. Copy any of them into a client, tailor it, and export, with the source relationship remembered.
Platform comparison: Shopify vs Magento
Use for client →
Ongoing support & retainer offering
Use for client →
Headless vs monolith, advisory note
Use for client →
Accessibility statement template
Use for client →
Roadmap
A living product, here's what's coming
AI scope review
Flags the same feature described in multiple places, and values that contradict each other.
Acceptance criteria & assumptions
Per-item acceptance criteria, assumptions and exclusions as structured fields, not buried prose.
Per-section open questions
Captured inline as you write, then extracted into one clean list to send with the quote.
Structured module config
Typed config fields, VAT mode, trade pricing, thresholds, instead of free text.
Commercial tags on items
Included, configurable, custom, optional or phased, independent of which section they read in.
Direct PM export
Markdown and CSV export today. A Zapier integration is planned to push scopes and tasks to Avaza, Linear and thousands of apps.
Snapshots & amendment diffs
Accepted-doc snapshots with amendment documents for clean change sign-off.
PDF history & roles
A generated-PDF history plus named users and roles.
How it works
Four steps from enquiry to sign-off
Add a client
Company, contact and project details, typed once, merged everywhere.
Create work
Pick a work type and platform; the document starts pre-shaped.
Write the quote
Build from sections and snippets, with pricing rolling up live.
Export & promote
Ship the branded PDF, then promote to spec and tasks.
Pricing
Pay for volume, not features
Every plan gets the full product, and unlimited users. The tiers only gate how many clients and quotes you can run.
All plans include
- Quote → spec → task flow
- Reusable snippets
- Live pricing & hours
- Branded PDF export with sign-off
- Mail merge
- Command-palette search
- Reference sidebar
FAQ
Questions, answered
Yes. Everything you write is yours. Documents export as Markdown or PDF at any time, and you can take your snippets, clients and work with you if you ever leave.