RuleDox FAQ: Common Questions from Agencies

For your first template: 1-2 hours (definition, form, rules, testing).

Subsequent templates: 30 minutes each (you know the process).

First scope generated: 10-15 minutes (instead of 2 hours).

See How to Build Your First Scope Template for a step-by-step guide.

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No. RuleDox is designed for non-technical people (agency owners, project managers, ops teams).

You'll:

• Answer form questions (click dropdown, type number)
• Write scope sections in Google Docs (plain text, no code)
• Define rules in simple language (IF this, THEN that)

No coding required.

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Yes, partially. You can:

1. Copy your existing scope structure into RuleDox
2. Identify the variables (what changes per scope)
3. Convert manual steps into rules

What doesn't import: Your past scope variations. But you use your current scope as the template for future ones.

See How to Build Your First Scope Template for the process.

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No. RuleDox works inside Google Docs.

You:

1. Define your scope structure in Google Docs (one time)
2. Answer a form (client inputs)
3. RuleDox generates your scope in Google Docs
4. You review/tweak in Google Docs
5. You send from Google Docs

Google Docs is your authoring tool, not RuleDox. RuleDox just handles the assembly.

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RuleDox is designed for scope generation in Google Docs. It's not a Shopify-specific, Webflow-specific, or HubSpot-specific tool.

But: You can build scope templates for:

• Shopify builds, migrations, optimization
• Webflow designs, migrations, maintenance
• SEO retainers, audits, content strategy
• HubSpot implementation, optimization, training
• Web design, development, maintenance
• Any repeating project type

See Shopify Agency Proposal Template for a concrete example.

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Then RuleDox might not be the right fit yet.

RuleDox is built for agencies with repeating project types (same deliverables, similar hours, similar pricing).

Examples of repeating:

• "We do Shopify builds: small, medium, large"
• "We do SEO retainers: Bronze, Silver, Gold"
• "We do web maintenance: Tier 1, Tier 2, Tier 3"

Examples of non-repeating:

• "Every project is completely custom"
• "We never scope the same way twice"

If you're 80% repeating and 20% custom, RuleDox handles the 80%.

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Yes. You can build as many templates as you need:

• One for Shopify builds
• One for SEO retainers
• One for web design
• One for maintenance

Each has its own form, rules, and output. Teams with 3-5 templates handle 90% of their work.

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Scopes generated by RuleDox are living documents (Google Docs). You can:

• Edit manually after generation
• Add sections
• Change numbers
• Update exclusions

The template doesn't lock the scope; it just generates the first draft accurately.

For formal scope changes, see Agency Change Order Template for how to structure change requests.

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Yes. RuleDox supports:

• Base pricing + hours
• Tiered pricing (Bronze/Silver/Gold)
• Add-on pricing (extras, options)
• Conditional pricing (rush fee, complexity multiplier)
• Discounts (loyalty, commitment, volume)
• Margin adjustments

See Building Pricing Rules for examples from simple to complex.

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RuleDox handles hybrid pricing.

Example:

Base Fee: $2,000 (fixed)
Variable Pricing: {{num_items}} × $500 per item
Total: $2,000 + (num_items × $500)

Or reverse:

Hours: {{hours}}
Rate: $150/hour
Total: {{hours}} × $150

See Building Pricing Rules for more examples.

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Define discount rules in your template.

IF commitment = "12 months" THEN apply 15% discount
IF tier = "annual" THEN apply 10% discount
IF customer_type = "repeat" THEN apply 5% discount

Total = Base Price × (1 - discount_percentage)

Every scope using the same rules applies discounts consistently.

See Building Pricing Rules for the full guide.

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Yes. You can:

• Give team access to your templates
• Everyone answers the same form
• Everyone generates consistent scopes

This is actually one of the biggest benefits: junior staff can generate scopes that match senior staff (because rules enforce consistency, not experience).

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Yes. You can set permissions:

• Some team members: generate scopes only (view-only)
• Some team members: edit templates (admin)

This prevents accidental rule changes.

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1. Show them the form — "Answer these 5 questions"
2. Show them the output — "This is what you get"
3. Let them practice — Generate 3 scopes together

That's it. Most agencies train their team in 15-30 minutes.

See How to Build Your First Scope Template for the full workflow.

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RuleDox generates scopes in Google Docs. You can then:

• Share the doc link in your CRM
• Download as PDF and attach to CRM
• Copy-paste into your CRM

We don't have native CRM integrations yet, but the Google Docs output works everywhere.

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Yes. Google Docs has a native "Download as PDF" feature.

1. Generate scope in Google Docs
2. File → Download → PDF
3. Send to client

No special software needed.

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Yes. Generated scopes are Google Docs, so:

• Share the doc with client
• They can comment
• You can accept/reject changes
• It's a collaborative document

This is actually better than static PDFs because clients can see versions.

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Common causes:

1. Form question mismatch — The form question didn't capture what you expected
2. Rule error — The calculation rule was written incorrectly
3. Variable mismatch — The rule referenced a variable that doesn't exist

Solution:

1. Review the form answers (they're recorded)
2. Check the rule (recalculate manually to verify)
3. Fix the rule and regenerate

This is why testing your first 3 scopes is critical. Errors are caught before you send to clients.

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Google Docs sometimes renders differently based on font availability or page width.

Solution:

1. Ensure all fonts are standard (Arial, Calibri, etc.)
2. Share the Google Docs link instead of downloading (rendering is consistent in the browser)
3. Download as PDF if you need static formatting

This is a Google Docs behavior, not RuleDox.

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Correct. Once a scope is generated, it's a separate Google Doc. Changes to the template don't affect past scopes.

Solution:

• Keep the template for future scopes
• If you need to update an old scope, edit it manually in Google Docs

This is by design—scopes are living documents, not templates.

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Proposify = proposal design and sending tool (templates, e-signatures, analytics)

RuleDox = scope assembly tool (rules, calculations, consistency)

They solve different problems. See RuleDox vs Proposify for the full comparison.

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PandaDoc = all-in-one document platform (proposals, contracts, e-signatures, CRM integrations)

RuleDox = focused scope assembly in Google Docs (rules, calculations, delegation-safe)

See RuleDox vs PandaDoc for the full comparison.

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No. RuleDox generates scopes. Your CRM manages clients, deals, and pipelines.

They complement each other:

• CRM: Tracks the opportunity
• RuleDox: Generates the scope
• You: Review and send from CRM

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[Your pricing].

Quick ROI calculation:

• Average time per scope: 2 hours = $300 in labor
• Time with RuleDox: 10 minutes = $25 in labor
• Savings: $275 per scope
• If you do 10 scopes/month: $2,750/month saved

Assuming your subscription cost is under $2,750/month, it pays for itself on a handful of scopes.

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Yes. [Trial details].

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If your question isn't answered here:

• Check How to Build Your First Scope Template
• Read Building Pricing Rules
• See How to Write a Scope of Work
• Contact support