Connect Autotask PSA with ScopeStack's powerful CPQ to automate your entire quote-to-cash cycle. Eliminate manual processes, accelerate service delivery, and scale your MSP operations with confidence.
Synchronize opportunities, accounts, and contacts between Autotask and ScopeStack in real-time. Your entire team works with the same accurate, up-to-date information across both platforms, eliminating data silos and reducing errors.
Convert Autotask opportunities into detailed, professional quotes within minutes. ScopeStack's specialized CPQ understands the complexity of IT services, ensuring every technical requirement, dependency, and resource need is captured accurately.
Once quotes are approved, automatically create contracts, projects, and billing schedules in Autotask. Ensure accurate invoicing with seamless synchronization of pricing, terms, and deliverables between both systems.
Bridge the gap between sales and service delivery with perfect handoffs. When a quote is approved in ScopeStack, Autotask automatically creates the project with all tasks, milestones, and resource allocations already configured.
Your technicians receive clear work orders with complete scope details, while project managers maintain full visibility into budgets, timelines, and profitability metrics.
The Autotask ↔ ScopeStack integration provides complete visibility into resource utilization, project profitability, and service delivery metrics.
Track actual vs. estimated hours, monitor project margins in real-time, and identify opportunities to improve efficiency. With integrated reporting across both platforms, you'll have the insights needed to optimize pricing, resource allocation, and service delivery processes.
Optimize team productivity
Track project profitability
Data-driven insights
Proven methodologies built-in
Minutes instead of hours
Standardized service quality
ScopeStack includes an extensive library of MSP-specific templates that integrate seamlessly with Autotask workflows. From security assessments to cloud migrations, network upgrades to disaster recovery implementations, quickly generate accurate quotes that map directly to Autotask service items.
Each template includes industry best practices, standard task breakdowns, and resource requirements, ensuring consistent, profitable service delivery across your entire client base.
As your MSP grows, the Autotask and ScopeStack integration grows with you. Handle increasing quote volumes, manage larger projects, and serve more clients without adding administrative overhead.
Respond to opportunities instantly
Accurate scoping prevents scope creep
Automation handles the busy work
The integration eliminates bottlenecks in your sales and delivery processes, allowing you to take on more business without sacrificing quality or profitability. Your team can focus on strategic growth initiatives instead of manual data entry and process management.
"The Autotask and ScopeStack integration transformed our ability to scale. We've doubled our client base without adding admin staff."
- Operations Director, Leading MSP
Connect Autotask and ScopeStack today to automate your complete MSP workflow
