Offer Documents

Turn the budget into a client-ready PDF

Turn the budget into the document the client reads, and keep it current as the numbers move. An Offer Document sits beside every budget: your own text around live budget tables, downloaded as a PDF on your letterhead.

These articles help producers send an offer that is not a spreadsheet. They cover keeping the offer in sync after the budget changes, showing a cost controller the composition behind each total, making the offer look like a SCoPE calculation, putting the project name and page numbers on every page, matching each client's format and fitting a cost overview on one page.

Create the offer

I need to send the client something that is not a spreadsheet

Every budget has an Offer Document beside it: your own text around live budget tables, downloaded as a PDF on your letterhead.

My budget changed after I wrote the offer. Do I rebuild the document?

Every budget table in your Offer Document is a live view of the budget, so a changed rate is already correct in the offer. No rebuild needed.

The client's cost controller wants the composition, not just totals

The Cost Details block shows quantity, unit and rate per line, and Disclose AddOn decides which charges the client sees and which stay folded into the total.

Layout and format

Can I make the offer look like SCoPE?

Start from the free SCoPE GWA KVA Budget Template, then add the Classic Budget block, a cover and a footer so the offer reads the way the agency expects.

Every page needs the project name and a page number

The header and footer bands hold three columns each and repeat on every page of the PDF, with real page numbers filled in when you download.

Can I match each client's preferred format?

Set font, size and colour per heading level and choose what each table shows, then save it with the budget as a Workspace Template for the client's next job.