Pricing that fits your needs.

Essentials

Perfect for small MSPs. Improve professional services scoping without breaking the bank.

$30 /mo. per user

Minimum of 3 Users
$35/mo. per user (billed monthly)

Business

For growing MSPs. Combines professional and managed services. Integrates seamlessly into existing workflow.

$50 /mo. per user

Minimum of 5 Users
$55/mo. per user (billed monthly)

Premium

Ideal for mature MSPs and VARs. Scale services quickly and effectively with approval workflows, integrations, and programmatic scoping.

$75 /mo. per user

Minimum of 10 Users
$80/mo. per user (billed monthly)

Features

Essentials

Business

Premium

Automated Word Doc Generation

Automated Excel Generation (Work Breakdown and Pricing Export)

Automated PDF Generate (Draft prior to Approval)

Client Specific Terms and Conditions

Project Scoping (Fixed Fee and Time and Materials)

Scope Custom Professional Services

Standard Service Catalog

Professional Service Blueprints

ScopeStack Service Catalog

Managed Service Scoping (Recurring Payment Schedule)

Scope Custom Managed Services

Standard Managed Service Catalog

Managed Service Blueprints

Third Party (Subcontractor) Scoping

3rd Party Quoting

ScopeStack Connect (3rd Party Connected Account)

Product Quoting

Build/Manage Product catalog in ScopeStack

Integrated Product Catalog: ConnectWise

Workflow Approval

Technical QA, Sales QA, Business QA Approval Steps

Resource Rate Management

Multiple Rate Tables

Multi-Currency Support

Advanced Pricing

Payment Credits

Amortized Project Pricing across Recurring Term

ScopeStack Recommendation Engine (Surveys)

Single-Sign On Included

Add-On

Add-On

Support

Chat and Email Support

Phone Support

Integrations – CRM

Hubspot CRM Integration

Dynamics CRM Integration

Integrations – Ticketing

Integrations – e-Signature

DocuSign Integration

Have additional questions?

PRODUCT QUESTIONS

TECHNICAL QUESTIONS

ENTERPRISE

Frequently Asked Questions

How does ScopeStack pricing work?

ScopeStack plans are charged per user. If you decide not to stay on a paid plan, you will always have access to ScopeStack’s free account. If you are on a paid ScopeStack plan, you will be charged for all users with logins to your account. New user licenses are prorated: ScopeStack users added partway through the monthly will only be charged for the days they were users.

Does ScopeStack offer a free plan?

ScopeStack has multiple packages built to help teams of all sizes create better service scoping practices. Our Free plan is free forever and is formulated for small teams or individual users with minimal needs. Our paid plans offer additional power and scale for teams as they grow and their needs get more complex.

What does the onboarding fee include?

The onboarding fee includes a dedicated customer engineer that will work with your business to follow our proven process for onboarding across two sessions. The following items are included in each session to ensure a successful experience with our platform:

  1. Session 1: Supported Configuration of your Account
    1. Resources and Rates 
    2. Line of Business/Service Category 
    3. Phases
  2. Session 2: Document Build and Support Handoff
    1. One Client branded Document Template provided by ScopeStack
    2. Handoff to support
Do I have to sign a long-term contract?

No. If you choose our monthly billing option, you can cancel anytime. Should you choose to do so, we won’t prorate your last month, but you won’t be billed again. If you choose our annual billing option, payment is collected up-front and is non-refundable.

How am I billed?

Your credit card is automatically charged monthly or yearly, depending on which billing plan you choose. You will receive a statement each month, clearly indicating what you were billed for.

What are my payment options?

All payments are made via credit card for Essentials, Business, and Premium accounts. For Enterprise accounts, we can issue an annual invoice with payment via PO and/or ACH, wire, or check. Please contact sales for more information.

Do you offer plans in any other currencies?

Yes, we offer our clients to purchase a ScopeStack plan in USD, CAD, or AUD. Please contact sales for more information.

Can I add SAML Single Sign-On (SSO) to my plan?

Yes. SAML Single Sign-On (SSO) can be added to any plan for $49.00/mo (USD). See all add-on options at checkout or contact sales to learn more.

Can I get a demo today?

I sure hope so! We run demos M-F 9:00 AM EST – 6:00 PM EST. Check our demo availability and we’ll get it booked!

Increase profitability

Increase your services margin by streamlining the presales process

As competition increases it’s crucial to maximize the ROI of every project. ScopeStack helps you do that by reducing turnaround time and increasing accuracy.

“It’s increased profitability because our time to present proposals has greatly decreased. Now, we’re able to be the first to get something in front of the customer, which allows us to be more flexible in the RFP process.”

Anthony Schaefer

Director of Customer Success, IMS