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ScopeStack IT Services CPQ Reviews & Product Details

ScopeStack IT Services CPQ Overview

What is ScopeStack IT Services CPQ?

ScopeStack is a B2B SaaS platform designed for presales engineers working in IT services companies such as VARs (Value-Added Resellers) and MSPs (Managed Service Providers). The software streamlines the scoping and pricing of IT services projects, providing a centralized solution to accelerate proposal generation while ensuring accuracy and consistency. ScopeStack operates within the IT service management and sales enablement categories, addressing key challenges in project scoping, including time-consuming manual processes, inconsistent pricing, and resource misallocation. Its core audience includes presales engineers, sales teams, and IT service managers who need to produce detailed, error-free statements of work (SOWs) and estimates at scale. Key features include: Automated SOW Creation: Generates professional, customizable statements of work based on predefined templates, plus the ability to add custom services. Accurate Pricing Models: Provides detailed cost breakdowns for labor, services, and materials to ensure precise pricing. Integration Capabilities: Seamlessly connects with CRM and project management tools like HubSpot, Salesforce, and ConnectWise to improve workflow efficiency. Collaboration Tools: Enables team collaboration on scopes and proposals, enhancing cross-departmental communication. Analytics and Reporting: Offers insights into scoping trends, revenue projections, and deal closure rates. Benefits include reduced time-to-quote, improved deal accuracy, and a more scalable sales process for IT services providers. By focusing on automation and precision, ScopeStack empowers users to close more deals, faster, with greater confidence.

ScopeStack IT Services CPQ Details
Languages Supported
English
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Product Description

ScopeStack is a presales platform built by people from the IT services industry. We understand how it feels to spend hours scoping a project, cutting and pasting, and hunting down the required approvals. That's why we built our platform to take a complex process and create a simple and easy method for delivering quick and accurate statements of work.


Seller Details
Year Founded
2018
HQ Location
Greenville, US
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Description

ScopeStack is a unique presales automation tool for IT service providers. Our services CPQ platform enables engineers to increase efficiency, reduce risk, and improve service margins. Create a free account and see for yourself!


Jon S.
JS
Overview Provided by:

Recent ScopeStack IT Services CPQ Reviews

Bryan M.
BM
Bryan M.Enterprise (> 1000 emp.)
4.5 out of 5
"Puts a polished finishing touch to our scopes and implementation plans."
Well designed with consistency in mind, but also extremely customizable. The customer service is unmatched to any software product we have used. ...
JC
J. Bart C.Mid-Market (51-1000 emp.)
4.5 out of 5
"ScopeStack Has Enabled Our Team To Generate More Consistent SOWs"
ScopeStack streamlines our ability to write SOWs. ScopeStack ease of use helps make our processes consistent and repeatable. The ability to provi...
Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Great service and vested in your success!"
The platform is easy to navigate. The ScopeStack team is top notch and flexible to help meet business requirements. Everyone is great to work with ...
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1 person requested security information

ScopeStack IT Services CPQ Media

ScopeStack IT Services CPQ Demo - Document Generation
Generate a complete SOW with the click of a button.
ScopeStack IT Services CPQ Demo - Services Catalog
Access 50+ pre-built service scopes with any ScopeStack plan.
ScopeStack IT Services CPQ Demo - Approval Workflow
Make sure each project is technically sound, priced competitively, and aligned with the financial goals of your business with ScopeStack’s efficient approval workflow.
ScopeStack IT Services CPQ Demo - Documentation
Use the ScopeStack's best practices SOW templates as a starting point for your business and modify the standard templates to make them your own.
ScopeStack IT Services CPQ Demo - Services CPQ
Standardize the presales process for your engineers so that each project is scoped accurately and priced consistently.
ScopeStack IT Services CPQ Demo - Dashboard
Get insight into the trends of your services business including average revenue per deal, total revenue scoped, top lines of business, etc.
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Have you used ScopeStack IT Services CPQ before?
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13 ScopeStack IT Services CPQ Reviews

4.9 out of 5
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13 ScopeStack IT Services CPQ Reviews
4.9 out of 5
13 ScopeStack IT Services CPQ Reviews
4.9 out of 5

ScopeStack IT Services CPQ Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ScopeStack IT Services CPQQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
SD
Director, Services Transformation
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

ScopeStack has provides a thoughtful and flexible CPQ framework that allows us to enhance our Professional Service development and increase the quality of service and relevance to our internal and external Customers. "Can we develop structured service costing incredibly quickly? Yes". "Can we deliver a range of contractual and proposal documents at the touch of a button? Yes". The hidden benefit of ScopeStack and working with their team is the level of thought and innovation that comes from that implementation and collaboration process acting as a force multiplier in a really transformational way! Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

There are some limitations and use case issues, no platform does everything you need. lack of ability to manage Change Orders is one suggestion for proposed development. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

ScopeStack allows us to further increase the quality and consistency of service proposals and contracts and ensures we are delivering an optimum price to our Customers. We see potential to significantly reduce turnaround time from Engagement to Contract execution and increase internal process efficiency at the same time. ScopeStack forces business'es like ours to embrace what we sell and offer to our Customers and how that should be seen, packaged and delivered from multiple perspectives. Review collected by and hosted on G2.com.

JA
Solutions Architect
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

ScopeStack has allowed us to streamline our professional services quoting process. What took several hours previously can now be accomplished in a matter of minutes through standard services we've set up in ScopeStack! Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

ScopeStack hasn't quite been able to replace ConnectWise Sell fully for us because of not being able to pull real-time product availability data, descriptions, and pricing out of our distributors' systems (yet). That said, ScopStack is well worth using in conjection with ConnectWise Sell for our professional services and managed service implementation quoting. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

Creating an accurate and consistent statement of work for professional services work has been a significant challenge for us in the past. ScopeStack is solving that problem for us by allowing us to create a catalog of standard service items which can then be imported onto new proposals extremely quickly. We've been able to drastically improve our professional services quote turnaround time as a result! Review collected by and hosted on G2.com.

CP
Senior Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

ScopeStack has been an invaluable asset in transforming our services sales processes. Out of the box, the platform is intuitive, easy to use, and quick to configure, making it accessible even for teams with limited technical expertise. The customization options are robust, allowing us to tailor it precisely to our business needs. Moreover, ScopeStack seamlessly integrates into various mainstream platforms and workflows, enhancing our overall operational efficiency.

What truly sets ScopeStack apart is the exceptional support provided by their team. From the initial implementation to ongoing enhancements, their team has been incredibly supportive and responsive. They consistently work with us to achieve our goals, ensuring we maximize the platform’s potential. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

Nothing to report at this time. The team has been great about working with us when we have needs or challenges. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

ScopeStack enables our company to create scopes and documents in a standardized way that saves time and money. Review collected by and hosted on G2.com.

Bryan M.
BM
Sr Manager, Solutions Engineering
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

Well designed with consistency in mind, but also extremely customizable. The customer service is unmatched to any software product we have used. Fast and responsive and really care about our success using the tool. That care is also very present as their whole team is deeply involved in advisory board sessions that produce real results. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

Initial document template creation can be a bit of a pain out of the gate due to mail merge requirements, but once created and learned, its much easier. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

It solves for the need to have consistent, standard and correct pricing for project scoping. Review collected by and hosted on G2.com.

Brandon M.
BM
Chief Executive Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

Scopestack has become an essential tool for our team. It's easy to use and helps us create professional, consistent proposals that our entire sales team can rely on. The platform is highly customizable, allowing us to tailor it to our specific needs.

One of the things we appreciate most is the Scopestack team. They are great to work with and consistently ask how they can improve to meet our needs. This commitment to customer feedback has made a significant difference in our experience with the platform.

We've been able to scale the expertise of our senior engineers far beyond what we could have imagined, thanks to Scopestack. I've recommended it to several colleagues, and it's been adopted by many organizations focused on improving their proposal process. We can't see ourselves going back to our old methods—Scopestack has made a significant difference in how we work. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

Nothing at this time. The team continues to innovate and our sales team appreciates our ability to quickly engage our market. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

ScopeStack is solving the challenge of creating consistent, professional proposals across our sales team. Before using ScopeStack, we struggled with maintaining uniformity and quality in our proposals, which often varied depending on who was creating them. The platform has streamlined this process, ensuring every proposal meets our high standards. Additionally, the customization options allow us to tailor proposals to our specific needs, which has been crucial in scaling the expertise of our senior engineers. Overall, ScopeStack has improved our efficiency, helped us maintain a consistent brand image, and made our proposal process much more reliable. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

The platform is easy to navigate. The ScopeStack team is top notch and flexible to help meet business requirements. Everyone is great to work with and the team truly understands the IT Services business Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

The platform has great features, though it can be a bit slow at times. However, an update is coming soon to fix this, which shows the team’s commitment to improving the experience. I’m confident the update will make it faster and more efficient. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

They are solving speed to quoting time, governance with respect to version control and pricing, as well as ease of maintenance to keep the tool current Review collected by and hosted on G2.com.

JC
Sr. Solutions Architect
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

ScopeStack streamlines our ability to write SOWs. ScopeStack ease of use helps make our processes consistent and repeatable. The ability to provide Project Work Breakdowns directly out of the tool is tremendously helpful. ScopeStack's support team is always responsive and any issues encountered are addressed quickly. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

There is currently nothing that I dislike about ScopeStack. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

Consistent and repeatable processes for SOW creation. Review collected by and hosted on G2.com.

Jesus "Tony" G.
JG
Director of Engineering - Pre-Sales & Post-Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

The time it takes to create a statement of work for a customer that has a uniform look and feel while maintaining a consistent language from SOW to SOW and still cutting down on the time to generate them is amazing. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

The intial implementaion was a bit of a pill to swallow as there was quite a bit of customization that we wanted to implement. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

Using ScopeStack allows me to create general templates that can easily be reused for future projects. Review collected by and hosted on G2.com.

Adam C.
AC
Sr. Director, Professional & Managed Services, Modern Solutions Business Unit
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

The value of this SaaS tool to quickly generate customized, professional looking, high quality statement of works for our Professional Services is just amazing! The templated options for terms, conditions, price schedules along redline draft on thru final version with DocuSign embedded for signatories is too great. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

Nothing to report at this point that is worth commenting. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

Our ability to generate SOWs very quickly with proper formatting, section inclusions & preset price schedules. Review collected by and hosted on G2.com.

KW
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ScopeStack IT Services CPQ?

ScopeStack has significantly improved our scoping process, it has improved both the quality and speed of creating SOWs. Building templates in ScopeStack's platform has streamlined our workflow, ensuring that our SOWs are accurate and aligned with client expectations. Review collected by and hosted on G2.com.

What do you dislike about ScopeStack IT Services CPQ?

We haven't experienced any downsides to implementing ScopeStack. The ScopeStack team has continually built upon its platform futher improving the leverage it creates in our scoping process. Review collected by and hosted on G2.com.

What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?

ScopeStack reduces the time it takes to create scopes, reduces scope creep, and improves our service delivery by translating scopes into actionable project plans. With the improvement to our project plans we are able to create a more consistent experience for our customers and the end result meets the desired outcomes of the proposal we presented to our customer. Overall, ScopeStack addresses key project management challenges, improving efficiency and client satisfaction. Review collected by and hosted on G2.com.