When and how should I use "Exclude from Scope" in the Pricing section?

When should I use "Excluded from scope"?

• When submitting a proposal and unable to provide specific deliverables
  • The pricing section of an RFP will often include several phases. If you are unable to provide the service(s) (for example due to location or subject matter limitations), PERSUIT allows you to communicate to the Client that those specific phases are out of your scope while still allowing you to participate in the RFP.

• When revising a proposal, to accurately reflect the scope of work and agreed fee, after the winning firm has been selected
  • Occasionally, the scope of work may evolve during negotiations between Client and Firm. For example, if the Client decides not to instruct outside counsel for the entire scope, perhaps no longer requiring all of the deliverables, or choosing to complete some of the deliverables in house. In this instance, the Client may reopen the request for the Firm to resubmit a revised proposal that excludes those deliverables from scope.

Excluding a pricing item from scope ensures that the agreed fee data is accurately captured for both your firm and the client.

How do I use "Excluded from scope"?

Start in the Pricing section on the Draft Proposal page. 

After expanding a certain phase/line item, you will find the Excluded from Scope toggle at the bottom left. This toggle only applies to the specific phase currently expanded, and you will need to toggle the Exclude from Scope for each separate phase. This cannot be used at the sub-item level within a phase or at the Group level, but only for the specific item as a whole. 

When successfully activated, the Excluded from Scope toggle turns purple and the pricing input field disappears. You will also find the text, "This item has been excluded from scope", underneath the excluded from scope toggle.