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Scopesmart Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
Sales, Quote Management

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Description of Scopesmart

ScopeSmart is a unique tool that leverages historical data to improve new business proposals. ScopeSmart provides a clean, modern interface with easy-to-use templates to develop proposals with deliverables, roles & rates... while also allowing freeform entry for highly customized projects.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

Needs to improve user-friendliness, especially with creation

I like how it allows you input information from multiple sources (like an agency). It can be difficult at times figuring out where things go in terms of formatting your proposal since there are so many options available when creating one - but this isn't necessarily bad because sometimes having more than 1 way helps give different perspectives or points people may not have thought about otherwise! The fact they provide training videos makes me feel less intimidated if something pops up during…

Pros
  • Easy to understand
  • Ease with learning new features, etc.
  • Great customer support staff for questions that come along while trying learn all aspects
Cons
  • None

The ability of scope management across multiple users/agencies all in one place was my most significant benefit when using scopescope smart! I can now have everything at hand (invoice draftings) as well track change requests between owners or agencies via email from within single platform.- Need more tools such pricing calculator option available which would be helpful during proposal stage - need customised view filters so only specific client info show up rather than whole list being…

Pros
  • Great tool for managing our contracts with ease
  • Can access directly without having an account login through website portal too! Very reliable services overall very user friendly system that is easy to work around!!!!!
Cons
  • Nothing major really but there could possibly add another feature i think about creating customized templates per clients? That way we will not run out space anymore because many documents