Scopey: Fast, AI-powered quotes and scope-of-work contracts for small businesses

If you run a small business, fixing a leaky workflow for quotes and contracts feels like trying to herd cats. Enter Scopey — a tool that creates quotes and scope-of-work contracts with AI-powered pricing. It’s built for small teams, freelancers, contractors, and agencies that want clearer pricing, fewer back-and-forths, and contracts that actually match the job.

Why should small business owners care? Because every minute spent guessing a price, rewriting a contract, or explaining scope creep is time not spent growing the business. Scopey aims to turn those minutes into billable work — or at least into time you can use to drink coffee in peace.

Use case 1 — Generate accurate quotes for clients quickly

Need a price on the spot? With Scopey you can draft a client-ready quote in minutes instead of hours. The AI suggests pricing based on tasks, materials, and industry norms so you don’t undercharge or wildly overestimate.

• How to use it: Enter the job details (hours, materials, deliverables). Let Scopey propose a price. Tweak the margins or line items to match your business style.
• Tip: Keep a consistent margin for similar jobs so your quotes stay predictable and you build a pricing habit that makes future quotes faster.

Use case 2 — Track changes in project scope and pricing

Projects evolve. Clients add features. Deadlines shift. Scopey helps you track those changes so your price and contract update cleanly.

• How to use it: When a client requests extra work, add the new task to the project in Scopey and produce a revised quote or contract.
• Tip: Use the version history to show clients what changed and why the price did too — it’s great for avoiding “but you said” fights.

Use case 3 — Streamline contract creation and management

Writing contracts from scratch is boring and risky. Scopey creates scope-of-work contracts automatically, pulling in the quote details so nothing gets lost between the estimate and the legal part.

• How to use it: Generate a contract from your approved quote, add payment terms and milestones, then send it for signature.
• Tip: Standardize payment terms and late fees in your templates to avoid awkward back-and-forths about money later.

Use case 4 — Enhance transparency with clients on pricing

When clients see a line-by-line quote and a linked contract, they’re less likely to feel surprised by the final bill. Scopey helps you explain costs clearly.

• How to use it: Break quotes into clear categories (design, development, materials, revisions) and include short notes explaining each line item.
• Tip: Attach a simple “what’s included / what’s not” section to every quote to reduce scope creep and client confusion.

Use case 5 — Automate the proposal process for new projects

Responding to RFPs or new leads can be a grind. Scopey can automate much of the proposal process so you can respond faster and more consistently.

• How to use it: Use a proposal template, plug in client info and project specs, and let Scopey generate the quote and contract. Send it off the same day.
• Tip: Keep a few proven templates for your common job types (small website, repair job, marketing retainer) to close deals faster.

Pros and cons

• Pros:
• Saves time by auto-generating quotes and contracts.
• Helps standardize pricing and terms across projects.
• Makes scope changes easy to track and document.
• Good for small teams, freelancers, contractors, and agencies who handle many similar jobs.
• Reduces client disputes by improving clarity and transparency.
• Cons:
• AI pricing suggestions are helpful, but you still need to check local costs and margins.
• May need initial setup time to create templates and tweak defaults.
• Not a substitute for a lawyer on complex contracts — use legal review when needed.
• Feature set and integrations depend on the platform’s roadmap (so check before committing).

Conclusion

Scopey is a practical tool for small businesses that want cleaner quotes, smarter contracts, and less time spent on paperwork. It won’t replace your judgment — but it will give you a solid first draft, reduce mistakes, and make clients happier. If you’re tired of calculating prices in your head or chasing signatures, Scopey is worth a look.

Want to test it? Try using it for one type of job first (like small website builds or service calls). If it cuts your admin time and helps you close faster, expand to other job types.

Call to action: Give Scopey a try on a free or trial plan (if available) and see how much time you can reclaim for billable work — or for coffee.