For sales engineers & pre-sales teams
Stop relying on memory to scope projects
Turn your scoping expertise into a system your whole team can use. Define it once, apply it every time.
ScopeStack is Services CPQ for sales engineers and presales teams at IT managed service providers (MSPs), VARs and systems integrators. It turns discovery into a priced scope and statement of work from your own service catalog, keeps hours and rates consistent across every engineer, and lets AI agents like Claude build scopes through ScopeStack MCP.
Claude — connected to ScopeStack via MCP
Live
"Can you review the Tideline Logistics Savannah scope and tell me what is missing before I send it back to sales?"
Querying live ScopeStack data…
The scope review scores it 65, a C. None of the nine services has SOW language, eight have no assumptions and seven have no deliverables. The hours all pass, so the gap is the written scope, not the estimate.
Ran a scope review on the Tideline Logistics Savannah project
A Sales Engineer query. Real run against the ScopeStack demo account through ScopeStack MCP, 2026-11-10.
Trusted by top global solution providers
Sheet 01 / The problem
The problem with answering "one quick scope question"
Whether or not it's officially your responsibility, the team relies on your tribal knowledge to validate scopes and estimates.
- First
One quick question
Someone pings you with one quick question. Then another. Before long, you're reviewing every quote.
- Then
The logic lives in your head
The logic behind your scoping decisions only exists in your head.
- Soon
Three scopes, one project
The same project gets scoped three different ways depending on who builds the quote.
- Eventually
Every deal waits on you
Scopes can't move forward until someone with experience reviews them.
Sheet 02 / The fix
ScopeStack turns expertise into infrastructure
A Services CPQ designed for Sales Engineers and pre-sales teams. Instead of rebuilding scopes from memory, ScopeStack captures the way you think through a project.
See the full platformReusable scope components
Define services, deliverables, dependencies, and assumptions once. Then use the same structured components to scope every project.
Consistent effort models
Apply standardized logic for how effort scales based on complexity, integrations, environments, or other variables.
Fewer expert bottlenecks
Your team can scope projects confidently without needing you to review every quote.
Auto-generated SOWs
Generate detailed, client-ready SOWs directly from approved scoping logic—without copying and editing past documents.
Sheet 03 / New — Model Context Protocol
Review a scope without opening ScopeStack
Connect Claude, Copilot, or Cursor to live ScopeStack data. Ask the questions you would normally open the app to answer, in plain English.
See how the MCP connector worksClaude — connected to ScopeStack via MCP
Live
"Are there any services on this project missing a description?"
Queried live ScopeStack data
Yes. Five of the 21 services on Riverbend Health's network modernization have no description, including the Network Assessment and the Main Campus Cutover. The other three are the firewall HA unit, managed service onboarding and as-built documentation.
Documentation gap flagged on Riverbend Health
Sheet 04
Replace guesswork with structured scoping
Without Structured Scoping
- Scope quality depends on who built the quote
- You estimate hours from memory
- Exclusions get added after the fact
- Delivery discovers scope gaps mid-project
- Institutional knowledge disappears when someone leaves
The ScopeStack Way
- Every scope reflects your team's best thinking
- Effort models apply proven scoping logic
- Dependencies and exclusions are built into every scope
- SOWs are structured, accurate, and implementation-ready
- Historical scoping logic lives in the platform
Sheet 05
What Solutions Engineers say
ScopeStack provides a thoughtful and flexible CPQ framework that allows us to enhance our Professional Service development and increase the quality of service and relevance to our internal and external Customers.
Well designed with consistency in mind, but also extremely customizable. The customer service is unmatched.
The time to create a SOW with uniform look and feel while maintaining consistent language and cutting down generation time is amazing.
Sheet 06
Build your next scope to scale
Ready to stop rebuilding every SOW?
ScopeStack helps you move from memory-driven scoping to a repeatable system built on real engineering logic. So every quote reflects the way you scope projects, even when you're not the one building the deal.
Sit down with a scoping expert and walk through a live SOW built around your own data.