November 18, 2013

Planscope – Get Your Proposals Accepted

Plenty of web-based project management applications provide small businesses with tools for generating digital estimates and proposals. What makes Planscope different from its competitors comes down to who’s doing the work. Planscope provides its business users with a way to create “collaborative estimates” that can be generated together with potential clients.

Stop investing hours of your time crafting the perfect project proposals, only to have those proposals rejected when they make their way to your clients’ desks. When you use Planscope, you can add the specific requirements of whatever it is you’re building, select the billing method (like billing hourly or by task) and send the collaborative proposal to your client for immediate review. Rather than just accepting or rejecting the proposal, your client has the option to adjust the scope of the work until the proposal meets his or her expectations.

Clients can stay involved in the projects you’re working on even once they’ve accepted your bid. With Planscope, you can solicit feedback and request approval before moving from one stage to the next. Planscope automatically tracks the time you spend working on each task for a particular client and syncs that information with your invoicing system. The application can even be set up to send daily client emails with summaries of everything you’ve been working on for the individual client. These emails include the latest tasks that have been completed, the amount of the client’s budget that has been used, and any specific milestones that need to be approved before a project can move forward.

Practical Uses:

  • Send project proposals and estimates to potential clients
  • Let clients adjust the scope of your bid to fit their budgets
  • Keep clients updated on where you’re at with their projects
  • Track the time you spend working on tasks for each client

Insider Tips:

  • Turn on the project timer to start tracking the time you spend on a task
  • Individual tasks can have an unlimited number of subtasks
  • Team members have access to all of a company’s projects by default
  • Completed projects can be archived or deleted completely

What we liked:

  • Clients can only see the project they’re connected to
  • Daily client update emails are generated automatically
  • Keyboard shortcuts help users get more work done in less time
  • Team members can hide certain comments from their client’s view

What we didn’t like:

  • Nothing


Company Info:

  • Launched: 2012
  • Privately Held
  • Headquarters: Norfolk, Virginia
  • Founded by: Brennan Dunn
  • Web site:


  • Freelancer plan is $24/month
  • Small Business plan is $49/month
  • Consultancy plan is $99/month


  1. PlanScope is fantastic. Also thanks for the Blossom mention. Highly appreciated.

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