PROBLEM
Presales is slower than it should be
Most solution businesses still process requirements manually. Presales becomes reactive, inconsistent, and time-consuming deal after deal.
Requirements buried in large documents
Hours lost before scoping even starts : Manually reading briefs, RFPs, and emails to extract what the client actually needs
Inconsistent scope interpretation
BA bottlenecks
One BA, ten deals : Business analysts become a critical path dependency on every engagement
Margin erosion from estimation gaps
You win the deal, then lose the margin : Under-scoped proposals mean scope creep starts before the project does
SOLUTION
From brief to billable: Four phases, nine steps.
Guided by AI every step of the way
How ScopeAxis works
1
Ingest & Analyze
Upload any document, a PDF, Word, image, or plain text. AI extracts requirements, surfaces ambiguities, and generates structured clarification questions automatically.
2
Scope & Estimate
Build your scope, activate the right sections for your engagement type, and generate a full WBS with effort hours, role assignments, and risk levels.
3
Preflight & Review
Commercial inputs, timeline, and a mandatory Preflight check every mandatory field is verified before a single document is generated. Nothing gets missed.
4
Generate & Deliver
Generate a fully branded, legally structured Proposal and SOW in Word, PDF, or Google Docs: Ready to send to your client.
WHAT COMES OUT THE OTHER END
Not a template. Not a fill-in-the-blank document.
A complete, professionally structured engagement document your client can sign.
Here are the features and how it gets there
Features
Fully Branded
Your logo, your colors, your footer, and your Company Profile details on every page of every document
Legally Structured
IP clauses, liability caps, confidentiality terms, warranty periods, governing law, and signature blocks built into every document
16 Document Types
6 proposal types and 6 SOW types for Software Development, 5 each for DevOps & Platform Engineering, and 4 each for Managed Services.
Configurable Sections
Toggle sections on or off per engagement using the Configure Sections panel. Only what belongs in this engagement appears in the document
Shared Fields
Values entered once populate both the Proposal and the SOW automatically. Client name, objectives, fees, and timeline never entered twice
Version-controlled
Unlimited named versions per document, every revision tracked, recoverable, and comparable
Multi-format Export
Word (.docx) on all plans, PDF on Professional and above, Google Docs on Enterprise
How it gets there
Nine-step Guided Workflow
requirements ingestion, AI analysis, clarifications, scope builder, estimates, timeline, commercial inputs, Preflight, and generation. All in one session
Preflight Quality Gate
Every mandatory field verified before generation therefore no blank clauses, no missing scope boundaries, no unsigned signature blocks
3 Purpose-built Practice Areas
Software Development, DevOps & Platform Engineering, and Managed Services each with its own sections, modules, and document types it is not adapted from a generic template
Structured Input Engine
145 fields for Software, 189 for DevOps, 191 for MSP, a guided form that knows exactly what each engagement type requires
Company Profile Auto-fill
Rate cards, payment terms, late payment rates, authorized signers, and legal defaults pre-populated on every engagement
Guided requirements analysis
AI-guided: Gaps, ambiguities, and contradictions in the client brief surfaced before scoping starts
Bring Your Own API Key (BYOK)
Connect your own Anthropic or OpenAI key on Professional and Enterprise. Unlimited AI generation, no caps, no overage charges
Preflight is the quality gate. Before any document is generated, ScopeAxis checks that every mandatory field is complete. You will never send a proposal with a blank warranty clause or a SOW with an undefined scope boundary again.
Everything a presales engineer needs
Built for presales engineers who need to move fast, estimate accurately, and deliver every time.
DevOps & Platform Engineering
Full Transformation, Assessment Only, Embedded, Advisory, and Hybrid engagements. Includes DORA baseline inputs, 17 specialist modules, and platform independence assessment. 189 structured input fields.
Software Development
Fixed-Price, T&M, Agile-Sprint, Discovery, and Maintenance & Support engagements. 6 proposal types, 6 SOW types, 145 structured input fields.
Managed Services (MSP)
Full MSP, Co-Managed IT, Security Focused, and Supplemental models. SLA framework, RACI matrix, managed asset register, service catalog, and onboarding plan. 191 structured input fields.
Every practice area includes a complete set of proposals, SOWs, configure sections reference, and input requirements , built by practitioners, not generic templates.
Built for three practice areas
out of the box
Benefits
Why teams use ScopeAxis
Less Noise
Less noise : Stop manually parsing briefs. ScopeAxis extracts requirements from any document format automatically.
Catch Early
Catch gaps before they become disputes : AI-guided clarification surfaces ambiguities during presales, not during delivery.
One Standard
One standard across every presales engineer : Same input process, same document structure, same quality regardless of who runs the engagement.
Always Consistent
Consistent output, every time : The same engagement type always produces the same document structure. No blank sections, no missed clauses.
Built To Share
Built for client handover : Branded, structured, exportable documents your clients can read, sign, and file, not an internal work products.
Win Faster
Win faster than your competition : From brief received to proposal delivered in one session. While competitors are still writing, you are already following up.
Your brief just became your advantage.
" We used to spend half a day just reading and structuring a client brief. ScopeAxis does it in minutes. Our team now focuses on the conversation, not the spreadsheet. "
" The clarification questions it generates are sharper than what most junior SAs would catch. It surfaces assumptions we'd normally miss until week three of a project."
" Our proposals used to look different depending on who wrote them. Now every estimate out of our team is structured the same way. Clients notice the consistency. "
" We closed two deals last quarter where we were first to respond with a detailed SOW. That speed came directly from ScopeAxis. That's pipeline we would have lost."
" I built this into our presales workflow on day one. The Google Sheets export alone saves us an hour per opportunity. Multiply that by thirty deals a month and it's a no-brainer. "
