Frequently asked questions

No. You can run the full flow in the browser: fill the form, generate, edit sections, and export (with Free plan limits). Sign in to save proposals to your cloud library and sync across devices.

When you generate a proposal, we send your brief to the AI model to produce a structured first draft—scope, pricing tiers, timeline, contract language, and outreach copy. You stay in control: edit anything in the editor or rewrite individual sections without regenerating the whole document. We don’t compete on “smarter chat”—see Compare vs ChatGPT Plus for workflow and delivery.

ChatGPT Plus helps you think; Scopewise helps you send something a client can accept. ChatGPT Plus is the right tool when you want one AI for everything. Scopewise is for agencies and freelancers who send several client proposals a month and need structure, exports, share links, and tracking—not another PDF in email. Full comparison.

On Free you get 5 full AI proposals, 12 section rewrites, 20 company research analyses, and 3 exports per month (watermarked). Pro raises that to 45 full proposals, 200 section rewrites, 150 company research analyses, and 100 unwatermarked exports, and unlocks the client portal. See pricing for the latest caps.

Without an account, history, templates, usage counters, and export preferences live in your browser on this device—clearing site data removes them. When you sign in, proposals you save go to your cloud library. Share-link snapshots are stored separately so clients can open the hosted page. Privacy & data has more detail.

Yes. After the first draft, use section rewrites to tighten scope, pricing, timeline, or other blocks without regenerating the entire proposal. Each rewrite counts toward your monthly section-rewrite limit on Free or Pro.

Finished proposals can be saved to your library and reused as templates—structure and language carry over; you update the client details for the next engagement. On Free, library data is local to your browser until you sign in for cloud saves.

Pro unlocks the client delivery workflow: share links (optional PIN), a hosted client portal, comments with owner replies, client sign-off with email audit trail, view and download tracking, revision publishing with change summaries, automated nudge emails, unwatermarked exports, and higher monthly AI limits. Compare vs ChatGPT Plus for workflow; pricing has current caps.

On Pro, create a share link from the proposal editor. Your client opens a polished read-only page—they can comment, download PDF/DOCX, and accept. You manage the thread, track opens and downloads, publish revisions on the same link, send follow-ups, and renew expired links from your Library client pipeline.

Share links expire after 7 days by default. On Pro you can pick a different window when you create the link (presets from 1–90 days, or a custom date up to about 180 days), and you can extend or shorten it from the owner portal while the link is still live. When it expires, clients see an expired page—not your proposal. That only affects the shared snapshot; your library copy stays intact. To reactivate the same URL, open your Library client pipeline, switch to Archive, and choose Renew link—you can set a fresh expiry then without regenerating the proposal.

A PIN is a simple access gate on the share URL—clients enter it before viewing the proposal. It keeps casual visitors out but is not enterprise-grade security; avoid highly sensitive content in shared links.

No. Client sign-off is a lightweight record of agreement to proceed: the client types their name and email, and both of you get confirmation emails for an audit trail. A fast yes with an audit trail in email—not a replacement for counsel, DocuSign, or procurement-grade e-sign. Freelancers and agencies on trust-based closes—typically deals under ~$500k where you need a clear go-ahead, not a legal war room. Legal, procurement, or enterprise buyers who need DocuSign, clause negotiation, or payment capture—use your e-sign and billing stack for that. Privacy & data explains what we store.

Free-plan PDF and DOCX exports include a small footer watermark so you can try the full export flow before upgrading. Pro removes the watermark and raises your monthly export cap.

Yes. Exports are generated from the same content you edit in the builder—the layout and sections you see are what goes into the file. Upload a logo file if you want it embedded reliably in PDF output.

We embed the image file directly in the PDF, so it always prints even if you're offline or the original hosting link changes.

Free: the app hard-stops when you hit caps (5 full proposals, 12 section rewrites, 20 company research analyses, 3 exports per month). Usage resets at the start of your next billing period. Pro (default): same hard caps at 45 proposals, 200 rewrites, 150 company research analyses, and 100 exports—exports never bill as overage. Pro (auto-metered, when enabled): opt in at checkout or enable later from billing settings. Full proposals and/or section rewrites can then continue past the included tier; we report usage to Stripe and you are billed per unit on your subscription (rates shown on pricing and in Stripe Checkout). The builder warns you at 80% of any capped limit and links to the billing portal on Pro.

Pro is built for solo operators and small teams sharing one login today. A three-person shop can run on Pro in the meantime—same account, shared library and brand in practice. Team adds multiple seats, shared templates, and pooled brand defaults on one subscription. Pro does not include per-seat billing yet. We have not announced a launch date. Join the waitlist if you want early access when Team enters beta—we will email you; no charge until Team ships. See Pro pricing or join the Team waitlist on pricing—we have not announced a launch date.

Yes. Pro is billed through Stripe and you can cancel from the billing portal—no long-term lock-in. You keep access through the end of the current billing period. See pricing.

Open Account & data from the user menu (or the billing panel in the library) and confirm deletion. That immediately cancels an active Pro subscription, removes your cloud library, templates, branding, share links, usage records, and team workspaces you own, and deletes your sign-in profile. Browser drafts on this device are cleared at the same time. Unused paid time is not automatically refunded. Privacy & data has more detail.

See Privacy & data for how AI prompts, share links, sign-in, and billing work, and Terms of service for acceptable use, paid plans, and limits on AI drafts and client sign-off.

Links you already sent keep working until their expiry date (7 days by default). You won't be able to create new Pro share links or use unwatermarked exports while on Free. Saved proposals stay in your library; you can open a new share link after upgrading again.