PandaDoc Alternative
Which Tool is Right for Your Business?

Scopey is an AI-powered quoting and scoping tool designed for professional service businesses like creative agencies, tech firms, and consultants. Its primary focus is on creating detailed project scopes and quotes quickly, minimizing scope creep, and capturing value throughout the project lifecycle. Scopey uses artificial intelligence to suggest upsell opportunities and ensure businesses get paid for out-of-scope work.

• Key Features:

• AI-Powered Quoting & Scoping: Creates project scopes in minutes using client prompts or video calls.
• Live Change Tracking: Automatically captures new requests from emails and client communications in real-time.
• Dynamic Pricing Engine: Suggests additional services and quotes them upfront to capture project value.
• Upsell Suggestions: Predicts client needs and highlights revenue opportunities throughout the project.
• Transparent Client Collaboration: Ensures businesses and their clients remain aligned on scope and pricing.
• Simple design: Scopey's dashboard design is effortless to use and easy to learn.
• E-Signatures: Enables legally binding electronic signatures for seamless approval processes.
• AI-Powered Service Library: Uses historical data to improve pricing accuracy and service recommendations.
• Deep Integrations: Connects with project management tools, accounting platforms, and communication tools like email, with video integration coming soon.

PandaDoc is a comprehensive document management platform that streamlines the creation, sharing, and signing of business documents such as contracts, proposals, and quotes. It’s tailored to businesses looking to simplify document workflows and accelerate deal closures.

• Key Features:

• Customizable Templates: Speeds up document creation with pre-built templates.
• E-Signatures: Enables legally binding electronic signatures.
• Integrations: Connects with CRMs, ERPs, and other business tools for seamless workflows.
• Analytics: Provides insights into document performance, such as views and time spent per page.

• Pros:

• AI-Driven Efficiency: Reduces manual effort in scope creation and pricing.
• Revenue Growth Opportunities: Proactively identifies upsell opportunities during projects.
• Live Collaboration: Keeps clients and teams aligned with a dynamic, transparent approach.
• E-Signatures: Seamlessly integrates approval workflows with legally binding signatures.
• Prevents Scope Creep: Tracks changes automatically to ensure work stays within agreed scope.
• Deep Integrations: Works across project management, accounting, and communication platforms, soon adding video.

• Cons:

• Limited Document Management: Focuses exclusively on quoting and scoping rather than full document workflows.
• Integration Options: Still developing integrations compared to established players like PandaDoc.

• Pros:

• Complete Document Workflow Solution: Ideal for contracts, proposals, and signatures.
• Extensive Integrations: Works with CRMs, ERPs, and sales tools.
• E-Signatures Included: Legally binding and built-in.
• User-Friendly Interface: Simple setup and usage for teams.

• Cons:

• No AI-Powered Quoting: Lacks predictive pricing and upsell automation.
• Limited Scope Change Tracking: Requires manual updates to contracts.
• Primarily Sales-Focused: Best for closing deals, not managing project scopes.

• Scopey offers a free trial for new users and uses a tiered pricing model:
• Pro Plan: $19/month for 1-2 team members.
• Sml Team Plan: $99/month for 3-9 team members.
• Med Team Plan: $399/month per month for 10-20 team members.
• Enterprise Pricing: Custom quotes based on organization size and requirements, with additional onboarding and service library setup.