For agencies, studios & consultants

Build clearer scopes andmore profitable agreements.

Turn a messy client brief into a priced, risk-checked proposal your client can approve — then keep every change request inside the margin you agreed.

app.scopevanta.com/proposals/new

New Brief

psychologyBrief & Scope AnalysispaymentsScope & Margin ModelingsecurityProposal AuditsendClient Deal Roomhistory_eduScope Baselines & Changesauto_storiesKnowledge Base GroundingpsychologyBrief & Scope AnalysispaymentsScope & Margin ModelingsecurityProposal AuditsendClient Deal Roomhistory_eduScope Baselines & Changesauto_storiesKnowledge Base Grounding

Features

Everything between the brief and the signature

Scope it, price it, check it, and get it approved — without losing margin along the way.

Discoverypsychology

Brief & Scope Analysis

Turn a client brief into structured requirements, clarification questions, identified risks, and a proposal-ready scope.

Economicspayments

Scope & Margin Modeling

Build estimate lines with hours and rates, then compare floor, recommended, and premium pricing against target margins.

Quality controlsecurity

Proposal Audit

Check requirements, deliverables, acceptance criteria, exclusions, and commercial consistency before sharing a proposal.

Client reviewsend

Client Deal Room

Share a secure proposal link where clients can review scope, select a package, accept, or request changes.

Change controlhistory_edu

Scope Baselines & Changes

Record an approved scope baseline, compare new requests against it, and prepare change orders with their commercial impact.

Workspace contextauto_stories

Knowledge Base Grounding

Upload service sheets, rate cards, and reference files so proposals are grounded in your workspace context.

What It Actually Does

Every capability, in motion

psychology

From messy brief to priced scope

Paste a client's raw brief and get back explicit milestones, bounded deliverables, and a risk score — in seconds, not a first-draft meeting.

payments

Protect your margin as you price

Model fee sensitivity and contractor cost buffers live while you build the estimate, so a client's ask never quietly erodes your profit.

security

Stress-test the deal before you send it

Run the proposal through an adversarial read that surfaces unbudgeted liabilities and vague terms before the client ever sees them.

send

Let clients approve with one click

Share a live portal link where the buyer reviews scope, picks a package, and accepts or requests changes — no separate contract tool.

history_edu

Catch scope creep as it happens

When a request falls outside the agreed baseline, get it flagged as out-of-scope with an estimated hours impact and a drafted change order — ready for you to price and approve before any work begins.

auto_stories

Get smarter with every deal you close

Every Won or Lost deal you close feeds its outcome and reasoning into the AI's context for your next proposal, so pricing and risk calls are grounded in your actual win/loss history, not guesswork.

psychology

From messy brief to priced scope

Paste a client's raw brief and get back explicit milestones, bounded deliverables, and a risk score — in seconds, not a first-draft meeting.

payments

Protect your margin as you price

Model fee sensitivity and contractor cost buffers live while you build the estimate, so a client's ask never quietly erodes your profit.

security

Stress-test the deal before you send it

Run the proposal through an adversarial read that surfaces unbudgeted liabilities and vague terms before the client ever sees them.

send

Let clients approve with one click

Share a live portal link where the buyer reviews scope, picks a package, and accepts or requests changes — no separate contract tool.

history_edu

Catch scope creep as it happens

When a request falls outside the agreed baseline, get it flagged as out-of-scope with an estimated hours impact and a drafted change order — ready for you to price and approve before any work begins.

auto_stories

Get smarter with every deal you close

Every Won or Lost deal you close feeds its outcome and reasoning into the AI's context for your next proposal, so pricing and risk calls are grounded in your actual win/loss history, not guesswork.

Pricing

Simple plans. Every feature included.

Pick a plan by how many proposals you send. One flat price per workspace, billed monthly. First 7 days free.

Freelancer

$19CAD /month

For independent consultants sending a few proposals a month.

description10 new proposals per month

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Pro

Most popular
$49CAD /month

For boutique studios closing new work every week.

description40 new proposals per month

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Agency

$99CAD /month

For service teams running a high-volume pipeline.

description150 new proposals per month

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Included on every plan

  • check_circleAI brief analysis & risk scoring
  • check_circleMargin modeling & pricing scenarios
  • check_circleProposal audit & red-team review
  • check_circleClient deal room share links
  • check_circleScope baselines & change orders
  • check_circleKnowledge base grounding
  • check_circlePDF export

FAQ

Common questions

How does pricing work?add

One flat monthly price per workspace, in CAD, billed through Square. Plans differ only in how many new proposals you can create each month — every feature is included on every plan.

Is there a free trial?add

Yes. Your first 7 days are free. You set up your subscription through Square's secure checkout, and billing starts when the trial ends.

What counts toward my monthly proposal limit?add

Each new proposal you create in a calendar month. The count resets on the 1st, and you can move to a larger plan at any time if you need more.

Can I change plans later?add

Yes. The workspace owner can switch plans from Plan & billing in settings.

What do my clients see?add

A private share link to the proposal's deal room, where they can review the scope, choose a package, and accept or request changes. They don't need an account.

Send your next proposal with confidence.

7 days free. Every feature included.

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