Scopey vs. Proposify: Which Tool is Right for Your Business?

Scopey is an AI-driven quoting and scoping tool built for professional service businesses like agencies, consultants, and tech firms. It enables users to generate accurate project scopes, track changes dynamically, and capture additional revenue opportunities. Scopey’s AI ensures businesses are compensated for out-of-scope work while keeping project details clear.

• Key Features:

• AI-Generated Quoting & Scoping: Quickly builds detailed scopes based on prompts.
• Live Change Tracking: Detects scope changes from emails and client communications automatically.
• Dynamic Pricing Engine: Recommends additional services and pricing adjustments proactively.
• Upsell Suggestions: Predicts client needs and surfaces relevant revenue opportunities.
• Simple design: Scopey's dashboard design is effortless to use and easy to learn.
• Client Collaboration Tools: Enhances transparency between teams and clients on scope and pricing.
• E-Signatures: Supports legally binding digital signatures for instant approvals.
• AI-Powered Service Library: Uses historical data for more precise pricing and recommendations.
• Robust Integrations: Works with project management, accounting, and communication tools, with video integration on the way.

Proposify is a comprehensive proposal software that streamlines the creation, tracking, and management of business proposals. It's tailored for businesses aiming to enhance their proposal processes with professional designs and efficient workflows.

• Key Features:

• Customizable Templates: Offers a variety of templates that can be tailored to fit your brand and proposal needs.
• Interactive Pricing Tables: Allows clients to select services or products directly within the proposal, providing flexibility and clarity.
• E-Signatures: Facilitates legally binding electronic signatures, expediting the approval process.
• Client Preview: Enables you to see proposals from the client's perspective, ensuring clarity and professionalism.
• Integrations: Connects with various CRMs, accounting software, and other business tools to streamline workflows.
• Analytics: Provides insights into how clients interact with your proposals, such as time spent on each section.

• Pros:

• AI-Enhanced Workflow: Automates scope creation, reducing manual work
• Live Change Detection: Captures and logs project changes in real time.
• Increased Revenue Opportunities: Helps businesses monetize additional services.
• Seamless Integrations: Works well with project management, accounting, and communication platforms.
• Prevents Scope Creep: Tracks changes automatically to ensure work stays within agreed scope.
• Integrated E-Signatures: Simplifies contract approvals within the platform

• Cons:

• Not a Proposal Software: Focuses on scoping and quoting, not full proposal workflows.
• Integration Ecosystem Growing: Fewer integrations compared to Proposify but expanding.

• Pros:

• Comprehensive Proposal Management: Ideal for creating, tracking, and managing proposals.
• Customizable Templates: Offers a variety of templates that can be tailored to fit your brand.
• Interactive Pricing Tables: Allows clients to select services or products directly within the proposal.
• E-Signatures Included: Legally binding and built-in.
• Client Preview: Enables you to see proposals from the client's perspective.

• Cons:

• No AI-Powered Quoting: Lacks predictive pricing and upsell automation.
• Limited Scope Change Tracking: Requires manual updates to proposals.
• Primarily Proposal-Focused: Best for proposal management, not comprehensive project scoping.

• 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.