For sales leaders & revenue teams
Turn services scoping into a repeatable sales motion
Quote services faster, protect deal margins, and move from discovery to signed SOW with confidence.
Claude — connected to ScopeStack via MCP
Live
"Where does the Riverbend Health network modernization quote stand?"
Querying live ScopeStack data…
It was approved on September 17 but is back in building, so it needs approval again before it goes out. It is 21 services, 3,694.7 hours and $679,979 at a 33.5% margin.
Opened the Riverbend Health quote in ScopeStack
A Sales Leader query. Real run against the ScopeStack demo account through ScopeStack MCP, 2026-11-10.
Trusted by top global solution providers
Sheet 01 / The problem
Inconsistent scoping is costing you deals
Sales teams lose momentum when service estimates are built by hand or hinge on one person's expertise.
- 01
Momentum stalls on every quote
When every opportunity needs custom input from engineering or delivery, reps can't move quickly. The quote waits on someone else's availability instead of progressing toward a signature.
- 02
Unreliable quotes undermine trust and profitability
Without a system to enforce standardized pricing and effort models, quotes fluctuate. High-margin opportunities get undersold, while overly cautious estimates lose the business entirely.
- 03
Sales leaders lose control over deal quality
Without standardized scope logic, it's hard to know whether reps are quoting accurately. Two similar opportunities can carry different assumptions, different effort estimates, and different levels of delivery detail.
Sheet 02 / The fix
ScopeStack helps sales teams scope services with confidence
ScopeStack gives sales teams a structured system for turning discovery inputs into consistent pricing and client-ready SOWs without slowing down the deal cycle.
See the full platformConsistent pricing
Scope and price every engagement with the same standardized logic and repeatable workflow, no matter who builds the quote.
Faster deal velocity
Move quotes from opportunity to signed SOW without stalling in expert review, so deals close before a competitor steps in.
Standardized sales execution
Give reps a repeatable motion for defining deliverables, estimating effort, and documenting assumptions the same way every time.
Stronger sales-to-delivery alignment
Hand delivery clean scope documentation that reflects what was sold, what was excluded, and which assumptions shaped the estimate.
Sheet 03 / New — Model Context Protocol
Check a deal without opening ScopeStack
Connect Claude, Copilot, or Cursor to live ScopeStack data. Ask where a quote stands or spin up discovery material, in plain English.
See how the MCP connector worksClaude — connected to ScopeStack via MCP
Live
"Summarize the scope and open items on the Northwind Health Partners ServiceNow project before my 2pm call."
Queried live ScopeStack data
Northwind is 13 services, 539.3 hours and $129,050 at a 30.7% margin, plus 45 ServiceNow fulfiller subscriptions. It is still in building and has not been submitted for approval. One open item: an 8-hour Design line called Custom Service has no description.
Call brief pulled from Northwind Health Partners
Sheet 04
Replace one-off scoping with a repeatable revenue process
Without Structured Sales Scoping
- Reps rely on old SOWs, spreadsheets, or technical input to move a quote
- Deals stall in manual review cycles
- Pricing varies from one deal to the next
- Assumptions and exclusions are missed or undocumented
- Closed deals hand delivery unplanned work
The ScopeStack Way
- Reps follow a guided, repeatable scoping process on their own
- Services quotes are built faster and more consistently
- Effort, pricing, and deliverables follow standardized logic
- Assumptions, dependencies, and exclusions are captured upfront
- Sales-to-delivery handoffs are cleaner
Sheet 05
What Sales Leaders 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 transform how your team quotes services?
ScopeStack helps sales teams improve quote speed, standardize scoping, and protect margins before deals reach delivery. Give reps a clearer path from discovery to SOW and empower delivery with the context they need to execute what was sold.
Sit down with a scoping expert and walk through a live SOW built around your own data.