Integrate ScopeStack's CPQ with Kantata
When a scope is approved in ScopeStack, your Kantata project is already built. Phases, tasks, resource allocations, and budget — synced automatically, with nothing to re-key.
Connected by the ScopeStack Integration Engine
Close the gap between what was sold and what gets delivered
ScopeStack handles pre-sales. Kantata handles delivery. Our Integration Engine connects them the moment a scope is approved.
Zero re-keying
Services, hours, phases, resource roles, and pricing flow directly from ScopeStack into Kantata. No copy-paste, no spreadsheet handoff, no data entry in between.
Delivery starts faster
Skip the 1–2 day project setup lag. When a scope is approved, your Kantata project is live with phases, tasks, and resource allocations already in place.
What's sold is what's delivered
Scope drift starts at handoff. When the Kantata project is built from the approved SOW, delivery has a single source of truth from day one.
How it works
Three steps. Fully automated. Managed entirely by ScopeStack.
Build scope in ScopeStack
Define services, phases, resource roles, and pricing. Generate a professional SOW for client review — all within ScopeStack.
Scope is approved
Client signs. ScopeStack's Integration Engine triggers automatically — no manual action required from your team.
Kantata project is created
Phases, tasks, resource allocations, and budget land in Kantata — fully configured and ready for your PM to kick off.
Fully automated · Managed by ScopeStack · No IT setup required
Eliminate the handoff gap between sales and delivery
When a deal closes, someone on your team opens Kantata and rebuilds what already exists in your SOW. Phases get approximated. Hours get adjusted. Details get lost. That gap — between what was scoped and what gets set up — is where margin leaks, timelines slip, and client expectations quietly misalign.
The ScopeStack + Kantata integration eliminates that gap. Your delivery team walks into a project that's already configured to match exactly what was sold.
The difference is immediate
✕ Without the integration
- ✕ 1–2 days to manually set up a Kantata project after close
- ✕ Re-keying approved scope into PSA — hours lost per project
- ✕ Delivery team inherits an approximation, not the sold scope
- ✕ Scope drift begins the moment the project is created
✓ With ScopeStack + Kantata
- ✓ Kantata project live within minutes of scope approval
- ✓ Zero duplicate data entry — Integration Engine handles it all
- ✓ Delivery team starts from the exact sold scope, every time
- ✓ Single source of truth from SOW to project completion
Built for professional services teams on Kantata
If your team uses Kantata OX or Kantata mid-market and you're still manually setting up projects after deals close, this integration was built for you.
Consulting firms
Turn complex engagements into structured Kantata projects without manual interpretation
Agencies
Keep creative and delivery aligned on the same scope from the moment a project starts
Embedded software teams
Map technical scope directly to Kantata resource roles and phase structures
Managed service providers
Standardize project kickoffs across your entire service catalog
Ready to connect your scoping workflow to Kantata?
See how ScopeStack's Integration Engine turns approved scopes into Kantata projects — automatically.