Asana Integration

Level Up Asana with ScopeStack's CPQ integration for Service Delivery

ScopeStack's CPQ meets Asana's task management, so teams can move from scope to delivery without missing a beat.

360 visibility from sales tasks to project completion

Keep scope and tasks in lockstep

Say goodbye to fragmented handoffs. With ScopeStack and Asana working together, every approved quote instantly becomes a structured project in Asana, with task lists mapped directly from your SOW. Eliminate rework and speed up delivery from day one.

Align teams, reduce friction

From sales to services, everyone stays on the same page. ScopeStack ensures scoping accuracy and pricing integrity, while Asana provides full visibility into execution. Teams know exactly what's expected, so work gets done right, on time, and on budget.

Synthesize workflow platforms

No more jumping back and forth between platforms and losing documents attached to random tasks in Asana. Use one CPQ platform for up-to-date scoping requirements that automatically trigger the respective tasks in your project management software.

Eliminate manual handoffs and errors

Eliminate double data entry and manual project coordination with intelligent automation. Once a scope is approved, project data automatically flows directly into your Asana task boards, complete with due dates, owners, and project phases. Less time retyping means more time delivering.

Automated task creation

SOW to tasks in seconds

Smart scheduling

Due dates and phases mapped

Team alignment

Auto-assign task owners

Quote-aligned projects
Change request tracking
Proper billing approval
Margin protection

Avoid scope creep with connected workflows

Keep your Asana projects perfectly aligned with approved ScopeStack quotes so you don't work for free. When change requests arise, easily create new scope items that sync back to Asana as additional tasks, ensuring proper approval and billing. Protect your margins while maintaining client satisfaction.

Protect your profit margins

ScopeStack's advanced CPQ logic gives you a granular, cost-aware project scope. When integrated with Asana's time tracking capability, it becomes easy to track burn rate, identify bottlenecks, and analyze which service types generate the highest margins. Turn your historical project data into a competitive advantage for future opportunities.

Margin Analytics

45%
Margin increase
80%
Less overtime
3x
Faster billing
98%
Project accuracy

Try our CPQ integration for free

Have any questions? Our team would love to walk you through configuring your ScopeStack <> Asana integration.