Skip to main content
CPQ

ScopeStack vs ConnectWise CPQ (Sell) for IT Services Quoting

Jon Scott

Jon Scott

Jon Scott co-founded ScopeStack, a B2B SaaS solution that simplifies the scoping and pricing of IT services for organizations worldwide. With a background in both business and technology, Jon is dedicated to providing IT service providers with an efficient, data-driven platform that streamlines operations and drives business growth. Before starting ScopeStack, Jon worked as a Managing Solution Architect at Dimension Data, where he recognized the challenges organizations faced in scoping and pricing IT services. Along with his work at ScopeStack, Jon is an active community member who enjoys giving back and mentoring future technology professionals. He lives in the Upstate of South Carolina with his beautiful wife and two adorable children.

5 min read
ScopeStack vs ConnectWise CPQ (Sell): Products in CPQ. Services in ScopeStack.

If you run ConnectWise and you're looking for a ConnectWise Sell alternative, you may not need to replace anything. ConnectWise CPQ, the product formerly called Sell, is built for product quoting: distributor pricing, hardware and licensing, and e-orders through ConnectWise PSA. ScopeStack is built for the services side of the same deal: scoping the labor, pricing it by role and producing the SOW. Several of our customers run both.

TL;DR

  • CPQ wins on distributor pricing, e-orders, renewal alerts and built-in e-signature.
  • ScopeStack wins on labor scoping, SOW generation and AI agent access to your service catalog.
  • Both connect to ConnectWise PSA. CPQ converts opportunities and places e-orders. ScopeStack creates the project with its tasks, phases and budgets.
  • There is no direct integration between the two today. Teams that run both send two documents.
  • SMP cut the time it spends scoping services by 98.3%.

Why ConnectWise shops add a services CPQ

The product half of a deal is well served inside ConnectWise. The services half usually isn't. Someone has to work out what the migration, deployment or assessment will take. Which tasks? How many hours, and which roles? What's out of scope? In a lot of shops that lives in an architect's head, a spreadsheet, or a Word template every rep edits a little differently.

Then the scope gets typed into the proposal and typed again into the PSA once the deal closes. Approvals happen over email.

How teams run ConnectWise CPQ and ScopeStack together

  1. Hardware and licensing are quoted in CPQ, with distributor pricing.
  2. The services scope is built from your standard catalog, priced by role and approved.
  3. We generate the SOW and create the project in ConnectWise PSA with its tasks, phases and budgets.
  4. Product orders go out through CPQ's e-order flow.

The client gets two documents today: CPQ's product quote and ScopeStack's SOW. If you need the services scope written into a CPQ quote automatically, raise it on a call before you buy. We don't integrate with ConnectWise CPQ.

ConnectWise CPQ vs ScopeStack at a glance

DimensionConnectWise CPQScopeStack
Described as"Automated quote and proposal software"Services CPQ for IT service providers
Best forHardware, licensing and renewalsProject services that end in an SOW
Distributor pricing and e-ordersYesNo
Renewal and warranty alertsYesNo
Labor on the quoteLine-item quotes; no effort model described on connectwise.comTasks and hours by role, with dependency mapping
Client documentQuotes and proposals with built-in e-signatureSOW, signed through your own DocuSign account
ConnectWise PSAOpportunity conversion and e-ordersNative integration; creates the project with tasks, phases and budgets
AI agentsNot described on the CPQ pageMCP server
IntegrationsDistributors and ConnectWise PSA1,000+ prebuilt connectors through Workato

Distributor pricing and e-orders: CPQ wins

ConnectWise says CPQ lets you "pull and compare pricing from multiple distribution partners, your pricing tables, and customer catalogs in one place," then "place e-orders through your preferred distributor, including automated opportunity conversions." We don't do distributor pricing at all. If product quoting is your whole problem, keep CPQ and stop reading here.

Renewals and warranty alerts: CPQ wins

CPQ sends "notifications to renew an agreement, extend an expired warranty, or upgrade aging equipment." That's a job we don't try to do.

Labor scoping and SOWs: ScopeStack wins

Our services CPQ starts from a reusable service catalog with dependency mapping. Rate cards price hours by role, and margin rules check the deal before anyone sends it. The SOW is generated from that scope.

ConnectWise's product page doesn't describe effort estimation, hours by role or dependencies between tasks. For an SOW, those are the parts that decide whether the project makes money.

Centre Technologies standardized services quoting across five business units and scaled to 30 SOWs per architect per month.

Handoff into ConnectWise PSA: Different handoffs

Both tools feed the PSA. CPQ converts opportunities and places e-orders. We create the project in ConnectWise PSA with its tasks, phases and budgets already set up when a quote is approved, so delivery starts from what sales sold. If your pain is retyping hours into projects, that's the handoff to look at. We do the same for Autotask.

See how a scope moves into ConnectWise PSA

Bring a real deal and we'll scope it with you.

Get a demo

AI agents: ScopeStack wins

Our MCP server lets agents such as Claude create projects and build scopes from your own catalog, with the same permissions as the user who connected them. ConnectWise's CPQ product page doesn't describe an agent connection.

E-signature: CPQ wins

CPQ offers "custom templates, real-time pricing integrations, online quote delivery, and e-signature." We send the SOW for signature through your own DocuSign account, and route projects to approval when they cross a revenue, gross profit or cost threshold you set.

What our customers report

  • SMP cut the time it spends scoping services by 98.3%.
  • Centre Technologies scaled to 30 SOWs per architect per month across five business units.
  • Computacenter cut scoping time by up to 75% after implementing ScopeStack.
  • ScopeStack is rated 4.9 out of 5 on G2.

Pricing

We use credit-based pricing with unlimited users and no per-seat fees. Credits are consumed only when a project is created, so adding architects or sales reps doesn't add cost. Some integrations are priced separately. Current rates are on the pricing page. ConnectWise sells CPQ on its own pricing, so check it with them.

Which one should you choose?

Keep ConnectWise CPQ alone if your quotes are mostly firewalls, laptops and license renewals, and services are a line or two of fixed labor.

Add ScopeStack if you run professional services at an MSP or VAR, projects end in an SOW, and your architects rebuild the same scopes from scratch or retype them into the PSA.

DimensionWinner
Distributor pricing and e-ordersCPQ
Renewal and warranty alertsCPQ
E-signatureCPQ (built in)
Labor scoping and SOWsScopeStack
AI agentsScopeStack
ConnectWise PSA handoffDifferent handoffs

FAQ

Is ConnectWise Sell the same as ConnectWise CPQ?

Yes. ConnectWise renamed Sell to ConnectWise CPQ. Older reviews and forum threads still use the Sell name.

Does ScopeStack integrate with ConnectWise?

ScopeStack has a native ConnectWise PSA integration that creates the project when a quote is approved. It does not integrate with ConnectWise CPQ.

Can I keep ConnectWise CPQ and add ScopeStack?

Yes, and several of our customers do. CPQ keeps product quotes and distributor orders. ScopeStack handles the services scope, pricing and SOW.

Will my client get one proposal or two?

Two today: the product quote from CPQ and the SOW from ScopeStack. The tools don't integrate with each other.

Does ScopeStack do distributor pricing?

No. For hardware and licensing with live distributor pricing, use a product CPQ like ConnectWise's.

Is ScopeStack priced per user?

No. We use credits with unlimited users, and credits are consumed only when a project is created.

How we built this comparison

ScopeStack publishes this page. ConnectWise CPQ details are quoted from connectwise.com and the ConnectWise Marketplace as of September 2026. Where their site doesn't cover something, the table says so.

Related guides

Share this article:
← Back to Blog

Stay Updated with ScopeStack

Get the latest insights on IT service provider optimization delivered to your inbox.