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Estimating and proposal software for plumbing and HVAC service contractors — describe the job, price it, send a Good/Better/Best proposal, get it signed.
ScopeToSign vs. QuoteIQ
ScopeToSign versus QuoteIQ, played straight: pick QuoteIQ if you want an all-in-one contractor CRM — scheduling, invoicing, and quoting in one app. Pick ScopeToSign if you want the deepest estimating-to-signature tool: a per-trade pricing engine that catches the line items generic quoting misses, with no suite you must adopt to use it.
Pick QuoteIQ if…
you want one app to run the business — quoting plus scheduling, a CRM, invoicing, and payments, from a $29.99/mo entry tier up to a full suite (myquoteiq.com).
Pick ScopeToSign if…
the estimate is the hard part. You want a per-trade pricing engine that catches the line items a generic quote misses, and a Good/Better/Best proposal — without adopting a whole CRM to get it.
We make ScopeToSign. We’ve kept this factual and every competitor detail below is dated and linked to their own live page — corrections welcome.
Start estimating free — no cardFree plan: unlimited estimates, 3 sent proposals, no credit card.
ScopeToSign vs. QuoteIQ, feature by feature
QuoteIQ's real strengths are ticked below — we're not pretending they don't exist. Every QuoteIQ detail was checked against their live page on the date shown and linked below.
| Feature | ScopeToSign | QuoteIQ |
|---|---|---|
| Scheduling · dispatch · CRM | Not included (by design) | Yes |
| Invoicing | CSV export | Yes |
| Per-trade pricing engine (plumbing/HVAC packs) | Yes | Generic line-item quotes |
| Forgotten-item review engine | Yes | No |
| Good/Better/Best proposal | Yes | Proposals |
| E-signature | Yes | Beginner plan + |
| Deposit collection | When enabled | Yes |
| Published price | Free · Pro $49/mo or $490/yr | From $29.99/mo; no free plan — myquoteiq.com |
Sources (fetched 2026-07-18): QuoteIQ pricing
A per-trade pack vs. a generic quote field
QuoteIQ quotes fast, but a generic quote line doesn't know a trade. Type "water heater" into a blank quote and it stays blank until you remember every part. ScopeToSign's plumbing pack knows a code-complete 50-gal gas replacement — and the review engine holds the send until the forgotten items are on the quote.
Those four lines are real resolver output — the expansion tank, drain pan, permit pass-through, and haul-away that keep a job legal and profitable. A CRM's quote box will happily let you forget all four.
What the plumbing pack adds that a blank quote won't
- Expansion tank$95.70
- Labor — Expansion tank$54.00
- Drain pan + line$75.90
- Labor — Drain pan + line$67.50
- Permit$225.00
- Haul-away / disposal$70.00
Left off a generic quote$588.10
What you give up choosing us over an all-in-one
Be clear-eyed about it: QuoteIQ is a real all-in-one, and ScopeToSign is not. If you switch your estimating and proposals here, you still need something for scheduling, dispatching, and invoicing — ScopeToSign doesn't do those and won't pretend to. For a one-person shop that wants a single login for the entire business, that fragmentation is a genuine cost, and QuoteIQ's bundle may be the right call.
What you get for that trade-off is depth where depth pays. The estimate is the document that decides your margin and your close, and a tool that does only estimating and proposals — with a real plumbing and HVAC pack behind it — can go deeper on that one job than a suite spreading itself across ten. Pick the trade-off that matches where you're actually losing money.
Pricing, honestly
QuoteIQ starts cheaper on paper — $29.99/mo for its Essentials tier, up through Beginner, Pro, Elite, and Max at $699/mo (myquoteiq.com). There's no permanent free plan, and e-signature starts on the Beginner tier, not Essentials.
ScopeToSign is free to build unlimited estimates and send your first three proposals, then $49/mo or $490/yr for unlimited sends. You're paying for estimating depth and a proposal that closes, not a suite of modules you may not use.
Neither is "cheaper" in the abstract — QuoteIQ bundles the back office; ScopeToSign goes deep on the quote. Pick by which problem is actually costing you jobs.
Switching from QuoteIQ — common questions
Can ScopeToSign run my whole business like QuoteIQ does?
No — and it doesn't try. There's no scheduling, dispatch, or invoicing module; ScopeToSign does estimating and proposals deeply and exports to CSV for the rest. If you need one app for everything, QuoteIQ is the better fit.
Does QuoteIQ price plumbing and HVAC jobs as deeply?
QuoteIQ builds line-item quotes, but it's trade-agnostic — there's no plumbing or HVAC pack with the parametric math and forgotten-item catches ScopeToSign ships. That's the trade-off for being an all-in-one.
Can I use both?
Plenty of shops would run a CRM for scheduling and ScopeToSign for the estimate and the signed proposal. Export your accepted jobs to CSV and hand them to whatever runs your back office.
I already pay for QuoteIQ — is it worth adding another tool?
Only if the estimate is where you're losing money. If your quotes are fine and scheduling is the pain, stay put. If you suspect you're leaving margin on the table — forgotten add-ons, guessed prices, one-price quotes that don't upsell — a dedicated estimating tool is a small spend against the jobs it saves. Start on the free tier and see before you commit.
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See the estimating depth yourself
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Written by Ashesh Dhakal · The numbers are real resolver output; every price is yours to adjust in your own price book.
QuoteIQ details verified 2026-07-18 and linked to their live pages above. See the estimating engine.