Scope
Scope/Product/Quote templates
Quote templates

Branded PDF quotes in two minutes.

Every tradie has their own quote format. Scope's template system lets you build yours once - logo, T&Cs, line items, VAT, notes - and send branded PDFs in two taps from the van. Accept-online link for the customer.

Your logo, your T&Cs.

Upload once, auto-applied to every quote. Edit mid-send if the job needs custom terms.

Line items + VAT.

Labour, parts, discount, VAT rate. Totals calculate as you type.

Accept-online button.

Customer gets the PDF and an accept link. One tap to confirm, the job lands on the calendar.

Books-friendly export.

CSV export of accepted quotes for your accountant today. Direct Xero / QuickBooks sync coming Q3.

How it works

Three moves.

  1. 1

    Build your template.

    Dashboard → Quote templates. Drop in your logo, set default VAT, write your T&Cs.

  2. 2

    Draft a quote.

    Open a lead → Send quote. Line items + total. Editable until you hit send.

  3. 3

    Send.

    Customer gets a branded PDF + accept link. You get notified when they open, view, accept.

Try quote templates free for 14 days.

No card needed. Live on your site in two minutes.