IT Services CPQ

Same-day scoping that sells

Equip service teams and AI agents with a contextualized scoping engine to go from discovery to quote in minutes, starting with a simple prompt.

See it in action
4.9/5 on G2
G2 High Performer G2 High Performer Americas G2 Best Support
Live

Connected: Claude // ScopeStack MCP

"Build a discovery questionnaire for a Cisco Meraki SD-WAN deployment, 3 locations."

Querying live ScopeStack data…

Sheet 01 / DiscoveryApex IT

Meraki SD-WAN · 3 locations

  1. Q1WAN circuits, carriers and bandwidth at each site
  2. Q2Existing firewall and routing hardware to retire
  3. Q3Uptime and failover expectations
  4. Q4On-site access windows and cutover constraints
Next: draft SOWSaved to Apex IT

MCP prompt → Services CPQ output

Trusted by Top Global Solution Providers

  • Alchemy Technology Group
  • Arctiq
  • Aspire Technology Partners
  • C Spire
  • Computacenter
  • eGroup
  • ePlus
  • Focus Technology Solutions
  • HighPoint
  • IntegraONE
  • MNJ Technologies
  • NRI
  • Palmetto Technology Group
  • Sentinel Technologies
  • SHI
  • TeleTracking
  • Tusker
  • VC3
  • VLCM
  • WBM Technologies

Guided agentic scoping

Make Your Hours Count

ScopeStack MCP helps teams get more from the AI they already rely on, while eliminating the hallucination risks that compromise agentic scoping.

See how MCP works
  • A.01

    Grounded Governance

    Anchor each prompt in full context. Your catalog, pricing model, and past engagements are baked into every SOW.

  • A.02

    Accelerated Builds

    Build with AI agents right where you already work: Claude, Copilot, and more. No more copy/paste or screenshots.

  • A.03

    Standardized Scaling

    Eliminate regional quoting discrepancies so multi-site delivery teams scope with dependable, measurable uniformity.

Proven outcomes for IT Service Providers

  • 0190%

    less time developing SOWs

  • 0250%

    margin improvement

  • 0334%

    higher close rate

  • 04$2.4M+

    typical annual impact

How much is broken scoping costing you?

Check all that apply to calculate your hidden scoping costs.

Sheet 030 of 5 checked

Put your scoping process to the test.

Select the areas where your scoping workflow misses the KPIs that matter to your team and your bottom line.

Trusted by the teams scaling modern IT services

See why delivery leaders and presales engineers rate ScopeStack 4.9/5 on G2.

G2 High Performer G2 High Performer Americas G2 Best Support
4.9/5   on G2
★★★★★
The time to create a SOW with uniform look and feel while maintaining consistent language and cutting down generation time is amazing.
Jesus "Tony" G. · Director of Engineering
★★★★★
An invaluable asset in transforming our services sales processes. Intuitive, easy to use, and quick to configure.
Cole P. · Senior Manager
★★★★☆
Well designed with consistency in mind, but also extremely customizable. The customer service is unmatched.
Bryan M. · Sr Manager, Solutions Engineering
★★★★★
ScopeStack 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.
Simon D. · Director, Services Transformation

Sheet 04

Scope Once. Sync Everywhere.

CRM, PSA, and AI agents stay synced with ScopeStack, so every project and output is accurate in real time.

AI agents via MCP

Connect any MCP-enabled agent securely to your live data.

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Learn more →

CRM & PSA

Pull pipeline data and project records from your core business systems.

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Sheet 05

Build your next scope to scale

Sit down with a scoping expert and walk through a live SOW built around your own data.

Book a demo