Make scoping and pricing IT services easy

ScopeStack is specifically designed for managed service providers and value-added resellers in the IT industry. Our services CPQ software brings efficiency, consistency, and accuracy to each step of the presales process.

Configure Services Efficiently

Your business is unique and your customers have unique needs. That’s why ScopeStack’s services CPQ software empowers your engineers to configure the right mix of services that meet your customers’ needs.

The end result is an accurate, automatically generated statement of work.

Services Scoping Editor

ScopeStack’s intuitive user interface enables your team to build consistent Statements of Work. All they have to do is choose which services are in scope and make changes if necessary.

Service Catalog

ScopeStack’s service catalog is a pre-built list of modern services that all MSPs and VARs can use to start scoping right away. Services include:

  • Microsoft Exchange Migrations
  • Firewall Installs
  • Microsoft Teams Rollout
  • Server Build/Configuration

Full List of Services

Collaborators

With ScopeStack, you can invite team members and third parties to scope out projects together to ensure accuracy.

Connected Accounts

Connected Accounts allows your team to share services with multiple ScopeStack accounts so you can work with subcontractors more efficiently. Instead of copying and pasting from third-party documents to your own, language and estimates can easily be imported from a partner’s account.

Price Projects Accurately

Since every project is different, you might not always price a service the same way. ScopeStack makes it easy for technical and non-technical users to accurately price services and make adjustments when necessary.

Deliver Consistent Quotes

Here are a few of the benefits of CPQ tools for MSPs and VARs:

Project Approval

Make sure each project is technically sound, priced competitively, and aligned with the financial goals of your business with ScopeStack’s efficient approval workflow.

Version Management

Track all versions of a project and easily track and audit changes between various versions of the same project.

Task Approval

Ensure consistency per task and level of effort by internally sourcing task language and level of effort with standards created and approved for the organization to use.

Product Quoting

Import a Bill of Materials or Quote from another CPQ tool to create a complete document.

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3rd Party Vendor Quote

Import the service pricing of third-party subcontractors without a connected account and segment third-party services revenue from your internal professional services and managed services revenue.

Standard SOW Templates

Use the ScopeStack best practices SOW templates as a starting point for your business and modify the standard templates to make them your own.

Custom SOW Format

Work with our team to create a completely custom SOW template.

DocuSign Integration

Use your own DocuSign account to e-sign Statements of Work.

Integrations

ScopeStack includes features built specifically to help IT service providers close more services business at a higher margin with less effort and reduced risk. Our flexible solution enables a quick turnaround of services statements of work while ensuring that accuracy and proper approvals are in place.


Salesforce
ConnectWise Manage
AutoTask
Microsoft Dynamics
DocuSign
Hubspot

 

Other Features

The end result is an accurate, automatically generated statement of work.

Business Dashboard

Get insight into the trends of your services business including average revenue per deal, total revenue scoped, top lines of business, etc.

ScopeStack API

Use the ScopeStack API to get more out of the tools you use. Build a Microsoft Teams bot that checks the status of a project, add data to your own dashboard, create custom Q&A bots with the ScopeStack services engine, and more.

Single Sign-On

SAML SSO provides convenient and secure access to our platform via your chosen identity provider. You can have a single-click login from either our login page or from your app launcher.

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