"Project Description" is a high-level overview of a project, typically including its purpose, objectives, goals, work phases, and evaluation metrics.

"Scope of Work" is a detailed outline of how the project will be executed. The scope of work typically includes deliverables, project tasks, timelines, milestones, resources involved, and reporting and communication.

On Cloud, you can create multiple project descriptions and scopes of work and use them in relevant proposals. For example, a distinct project description for Commercial and Residential projects, and a distinct scope of work for Commercial and Residential projects.

You can also use D-Tools AI to quickly generate a draft scope of work from the opportunity and item details.

Check out this article for more details.

You can add predefined project descriptions and scopes of work under "Settings > Quote > Scopes of Work."

To add a description or a scope of work:

1/ Go to "Settings > Quote > Scopes of Work."

2/ Click "New scope of work," which will open a modal with Rich Text editing options.

3/ Add an intuitive name.

4/ Add the text for the description or the scope of work.

The Rich Text editor has options to add headers, format text, indent paragraphs, add links, and add images.

You can also add snippets and data tags using the @ operator.

5/ Click "Create."

If you want to use a project description or a scope of work as a default for projects, click the 3-dot menu of the description/scope of work and click "Set as default." This description/scope of work will appear in every proposal.

You can customize it for the proposal or choose a different one.

In the proposal, the project description will be seen in the "Project Description" section. Click the "Edit" icon for the section to see the edit options for the section.

You can change the section's title and click the "Edit" icon next to Edit description to see the same Rich Text editor. This time, the editor has a "Templates" icon at the top right corner to let you change the description.

If you want to save the description entered in a proposal as a new predefined project description under Settings, click "Save as new project description."

After you have chalked out the Items and Labor for the Project, you will want to create the Proposal to share with the customer.

In the proposal, the project description will be seen in the "Scope of Work" section. Click the "Edit" icon for the section to see the edit options for the section.

You will see options as in the Project Description section. You can change the title, update the scope of work, use another predefined scope of work, and even save the scope of work in the proposal under Settings as a new predefined scope of work.