Presales estimates you can stand behind

Turn discovery conversations into repeatable, defensible estimates. Author your own offering templates, price them at your hourly rates, choose the delivery plan for each deal, and see where every estimate stands on one dashboard. Then feed the numbers straight into quotes, contracts, engagements, and time tracking.

Everything you need

From discovery to downstream delivery

Scope covers the full presales estimation workflow, from the template you author to the actuals that flow back for variance.

Estimation

Guided Worksheets: Capture scope through structured worksheets that walk your team through every driver of effort, with plain-language help on the questions that move the number.
Deterministic Estimates: The same worksheet always produces the same estimate, in days, hours and cost. No spreadsheet drift, no hidden fudge factors.
Frozen at Creation: Every estimate keeps the template, rates and plan it was priced with, so later edits never change a number you have already shared.
Customer-Safe Views: Switch an estimate, its PDF or its delivery plan workbook to customer-safe and internal rates and margins stay out of sight.

Templates & Rates

In-App Template Editor: Author an offering in one tabbed editor: worksheet questions, workstreams, drivers, integrations, adders, roles and sizes. Start from scratch, clone a base template or import a pack.
Scope Rules You Pick: Let worksheet answers set a workstream's scope or switch an integration on, with every rule's answer picked from the question's own choices.
Hourly Rates: Price in hours: an organization rate card with hours per day, the day rate worked out for you, and quote lines that read in hours.
Calibration per Offering: Give any offering its own hourly rate and tune its base days, multipliers and percentages to your own delivery history.

Delivery Plans

Plans You Define: Set out phases, milestones, overhead splits and placement rules, or duplicate a platform plan and adapt it.
Chosen per Estimate: Pick the plan on each draft estimate. Templates and your organization set the default, and the estimate total never moves.
Phased Timeline: Each phase shows its effort in days and hours, a working-day duration and dates, with a phase by role hours matrix.
Statement of Work Ready: The plan's phases and milestones, with each deliverable's due date, carry into the statement of work, and the plan downloads as an XLSX workbook.

Dashboard & Pipeline

Pipeline Dashboard: Drafts, open pipeline, recent wins, win rate and average deal at a glance. Every count opens the list it counts.
Needs Attention: Stale final estimates, wins without a statement of work and failed sends surface before they slip.
Estimate Lifecycle: Move estimates through draft, final, won, lost or no decision so your pipeline reflects reality.
Client Records: Track the prospects and customers estimates are prepared for, entered manually or synced from Gallantic Contracts.

Downstream Feeds

Quote to Invoice: Push a finalized estimate to Gallantic Invoice as a ready-to-send quote, its lines in hours at your rate.
Statement of Work: Send scope to Gallantic Contracts as a statement of work, filed under the document type you map each offering to.
Engagements & Delivery: Hand a won estimate to Gallantic Engage as a fixed-scope engagement, or an estimate to Gallantic Support for its delivery team.
Project & Tasks: Seed a fixed-fee or retainer project with tasks in Gallantic Time, then pull actuals back for variance.

Platform

Single Sign-On: OpenID Connect SSO across the Gallantic CITADEL suite, with optional 2FA at the identity provider.
Multi-Tenant: Organization-scoped data with role-based access control for every user.
Custom Branding: Per-tenant logos, colors, and styling so estimates carry your brand.
Signed Integrations: HMAC-signed webhooks connect Scope to the rest of the suite, with the delivery status of every send on the estimate.