ScopeStack IT Services CPQ Features
Configuration - cpq (5)
Product Catalog
This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on 12 ScopeStack IT Services CPQ reviews.
Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Based on 12 ScopeStack IT Services CPQ reviews.
Rules ensure that users select only compatible options and that all required items are included
Price Configuration
13 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
This feature was mentioned in 13 ScopeStack IT Services CPQ reviews.
Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
As reported in 12 ScopeStack IT Services CPQ reviews.
Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
10 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
This feature was mentioned in 11 ScopeStack IT Services CPQ reviews.
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions
This feature was mentioned in 11 ScopeStack IT Services CPQ reviews.
Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Based on 12 ScopeStack IT Services CPQ reviews.
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
This feature was mentioned in 11 ScopeStack IT Services CPQ reviews.
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (5)
Grouping
Based on 11 ScopeStack IT Services CPQ reviews.
Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
As reported in 12 ScopeStack IT Services CPQ reviews.
Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation
This feature was mentioned in 13 ScopeStack IT Services CPQ reviews.
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
This feature was mentioned in 10 ScopeStack IT Services CPQ reviews.
Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
As reported in 12 ScopeStack IT Services CPQ reviews.
Can easily build and maintain pricing logic required by business
Workflow Management
This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (1)
Channel Partner Support
Based on 11 ScopeStack IT Services CPQ reviews.
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
Platform (6)
CRM Integration
As reported in 12 ScopeStack IT Services CPQ reviews.
CRM integration is flexible and easy to maintain
Integration API
12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
Based on 11 ScopeStack IT Services CPQ reviews.
System support multiple currencies and languages to enable business in multiple countries
Scalability
This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

