Built for consulting and professional-services firms
The proposal, written from the estimate.
Charter generates your proposal or Statement of Work (SoW) from a Scope estimate, using your firm's own layouts and clauses. The numbers in the document are the numbers you estimated, because they come from the same place.
Do I need Scope?
Yes. Charter builds every document from a Scope estimate, so it runs on an active Scope subscription, and every Charter user is also a Scope user. Charter is $59/mo per user. Start with a free Scope trial, then add Charter from Billing in a few clicks. Charter itself has no free trial.
Nothing retyped.
Built from the estimate.
Deal, financials, phases, roles and timeline flow in through merge tags. Change the estimate, regenerate the document.
Tables from the data.
The methodology timeline and the payment schedule from Deal Modeling are generated; static tables such as a RASCI matrix live in the layout.
Your firm's documents, your firm's language.
Layouts and a clause library you own.
One layout for proposals, another for SoWs, or as many as your firm uses. Rich text, tables, images and cover graphics.
Clauses that follow the scope.
Set a clause to appear only when the matching scope is in the estimate.
A section per delivery phase.
Per-phase sections repeat for each phase with that phase's own content, such as its own testing.
Numbered and navigable.
Outline numbering and a table of contents are automatic. If Charter can't lay something out, it warns you instead of dropping it.
Reviewed before it leaves the building.
Document Approval.
Submit for review; the same approvers and approval levels as the estimate decide. Approval history shows who signed, when, and who it's pending with. Submitters and approvers get notifications, and "Approved by / Approved on" can print into the document.
Every version kept.
Each generation is stored as a named version with version history.
Preview, then Word.
Live preview in the browser, export to DOCX.
What does Charter produce?
Proposals and Statements of Work (SoWs): the documents your firm writes to propose and contract the work, priced from your own estimate. It's built for your documents rather than a client's RFP response forms.
Can I use my own proposal or SoW template?
Yes, as a Charter layout. Your firm builds each document's structure as a layout and its standard language as a clause library, and Charter fills them from the estimate.
Who approves documents?
The same approvers and approval levels you already use for estimates, with full approval history.
What file format do I get?
A Word document (DOCX), with a live preview before you export.
What if the estimate changes after I generate?
Regenerate. Every generation is saved as a named version, so the earlier one stays in version history.
Does Charter handle redlines or e-signature?
No. Once the document is exported, negotiation and signature happen in the tools you already use.
Does Charter write the text with AI?
No. Charter builds the document from your own layouts and clauses.
Estimate it once. Write it from the estimate.
Start with a free 14-day Scope trial, no card needed, then add Charter from Billing in a few clicks for the people who write your proposals. Charter itself has no free trial.