Skip to main content

ScopeStack features enable perfect scoping for any IT service

ScopeStack's intelligent, versatile, and comprehensive features are unmatched at scaling IT service scoping, proposal quality, and revenue growth.

90%
Less Time on SOWs
50%
Increase in Margins
34%
Higher Close Rates
Trusted
By Leading Providers

Your Best People Are Trapped in Word Documents

Presales Engineers Spend 90% of Time on Paperwork

Your most expensive technical talent is cobbling together spreadsheets and Word templates instead of solving customer problems.

Competitors Submit While You're Still Scoping

6-12 days to create a professional SOW means losing deals to faster, more organized competitors.

Scope Creep is Killing Your Margins

Disconnect between what's sold and what's delivered leads to underpricing, overdelivery, and frustrated teams.

"Our proposals looked amateur compared to competitors. We were losing enterprise deals because clients questioned our professionalism."

- VP Sales, Major VAR

The Cost of Manual Processes
6-12
days per SOW
40%
deals lost to faster competitors
300+
hours wasted monthly

Transform Your Team From Document Creators to Deal Closers

ScopeStack eliminates the disconnect between what you sell and what you deliver, turning your presales process into a competitive advantage.

Speed & Efficiency

Create Enterprise-Quality SOWs in 12 Minutes, Not 3 Days

90% reduction in turnaround time means you're first to market with professional proposals
Junior staff create senior-level SOWs with built-in expertise and templates
Automated workflows eliminate email chains and approval bottlenecks

"Turn 3 days of SOW creation into same-day delivery"

Typical customer result

ScopeStack — New SOW
SOW Generation Complete 12:00
Discovery questions captured
4 service lines scoped
15-page SOW generated
Manual Process
6-12 Days
With ScopeStack
12 Minutes
Before
  • x Inconsistent formatting
  • x Copy/paste errors
  • x Missing branding
After
  • Enterprise quality
  • Perfect consistency
  • Brand compliant
Professional Quality

Compete With Enterprise Consulting Firms on Proposal Quality

Consistent brand presentation across all proposals eliminates amateur appearance
Enterprise-quality templates make every proposal look like it came from a Fortune 500 consultancy
Zero formatting errors means clients focus on your solution, not your mistakes

"Compete with enterprise consulting firms on proposal quality"

Stop losing deals to unprofessional proposals

Accuracy & Profitability

Eliminate the Disconnect Between What You Sell and What You Deliver

Level of Effort integration ensures accurate scoping. Delivery teams get clear specifications that match exactly what was sold.

+50%
Margin Improvement

From accurate pricing and reduced scope creep

90%
Time Savings

Less time creating SOWs and proposals

+34%
Higher Close Rates

Win more deals with faster, professional proposals

Typical Annual Impact
$2.4M+
Additional profitable revenue per customer

"50% margin improvement from accurate scoping and pricing. We eliminated scope creep and underpricing in the first quarter."

Typical customer result

ScopeStack — Integrations
Connected Ecosystem
CRM
Salesforce, HubSpot
SS
ScopeStack
PSA
ConnectWise, Autotask
Opportunity synced
2s ago
SOW pushed to PSA
5s ago
Approval pending
waiting
ConnectWise • Salesforce • Microsoft • Autotask • 50+ integrations
Integration & Workflow

Connect Your Entire Sales-to-Delivery Workflow

50+ native integrations with CRMs, PSAs, and productivity tools
Automated data flow eliminates manual re-entry across systems
Built-in approval workflows ensure governance without slowing down deals

"Scale your expertise without hiring more senior people"

Junior staff create senior-level SOWs

Sales App

Transform Any Sales Rep Into a Scoping Expert

Smart surveys guide non-technical reps through perfect scoping conversations.

Instant Expertise

Any Rep Can Scope Like Your Best Engineer

Smart survey logic guides perfect discovery conversations
No technical training required - just follow the prompts
New hires productive from day one, not month six
Junior staff create senior-level scopes automatically

"Turn 6 months of training into 6 minutes of guidance"

Eliminate the technical knowledge barrier

ScopeStack — Sales App
Guided Discovery Survey
Q1: What type of migration?
Cloud
On-Prem
Hybrid
Q2: How many users?
250
Q3: Compliance requirements?
Traditional
6+ Months
to train new reps
With Sales App
Day 1
productive immediately
Before
  • x Inconsistent questioning
  • x Missing requirements
  • x Avoided complex deals
After
  • Standardized discovery
  • Complete requirements
  • Confident pursuit
Consistent Quality

Every Rep Delivers the Same Professional Experience

Standardized questioning ensures nothing gets missed
Built-in best practices from your top performers
Consistent messaging across your entire sales team
Professional presentation that wins enterprise deals

"Scale your best rep's expertise across the entire team"

No more inconsistent scoping quality

Mobile Scoping

Scope Projects from Anywhere, Anytime

Mobile-optimized interface works on any device
Capture scoping data during customer meetings
Real-time collaboration with technical experts
Instant SOW generation from survey responses

"Scope million-dollar deals from your phone"

Turn every customer meeting into a scoping opportunity

ScopeStack — Sales App Dashboard
Team Performance
Rep Productivity +65%
Complex Deal Pursuit +34%
New Hire Ramp Time -85%
Typical Annual Impact
$1.2M+
Additional revenue from expanded deal pursuit

Trusted by Top Global Solution Providers

From VARs to MSPs to Digital Transformation Consultancies

Computacenter
SHI
ePlus
C Spire
NRI
Aspire
G2 High Performer
G2 High Performer Americas
G2 Best Support Quality
★★★★★
4.9/5 on G2

See why IT service providers love ScopeStack

Read Reviews on G2

Ready to Transform Your Proposal Process?

Join leading IT service providers who've eliminated the disconnect between what they sell and what they deliver.

Quick setup • Easy integrations • Unmatched support