When you're running an MSP or VAR, the speed and accuracy of your proposals and statements of work (SOWs) can make or break a deal. PandaDoc is a well-known platform for document creation and e-signatures, but it's built for general business use. ScopeStack, on the other hand, is designed with the sole goal of making IT service scoping and delivery easier.
Purpose-built CPQ for IT service providers with deep scoping intelligence
General document automation and e-signature platform
Where PandaDoc helps you generate proposals, ScopeStack goes further—ensuring your estimates, deliverables, and dependencies are accurate before a client signs, protecting both margins and timelines.
Instead of building requirements from scratch, ScopeStack comes out of the box with a rich library of prebuilt requirements and dependencies tailored for IT services, so you can create detailed, accurate level-of-effort estimates in minutes.
Side by side, customers get more with ScopeStack.
| Dimension |
|
|
|---|---|---|
| Primary purpose |
Services CPQ for IT providers. Automates scoping, pricing, and SOW creation.
|
Document creation, CPQ-lite, and e-signature for broad business use. |
| Ideal users |
VARs, MSPs, SIs, presales/PS teams needing SOWs and PSA handoff.
|
Sales, legal, HR, and teams needing proposals, contracts, and signatures. |
| Core strengths |
Standardized service catalogs, variable rates, rate tables, PPT/Excel/Word-based SOW templates, PSA push.
|
Drag-and-drop editor, content library, e-sign, tracking, payments. |
| CPQ depth |
Service-centric CPQ (hours, roles, LoB, phases). Complex pricing tables and governance.
|
CPQ features focus on price tables, approvals, guided selling inside CRM. |
| Workflow & approvals |
Built-in project approval workflow (technical/sales/business) with triggers.
|
Approval flows available in CPQ/doc workflows. |
| Document generation |
Word/PDF/Excel/PPT SOW templating with merge fields; exports for delivery.
|
Native doc builder with rich media, themes, clause library. |
| E-signature | Integrated via DocuSign from inside ScopeStack. | Native, legally binding e-signature (ESIGN/UETA). |
| Integrations |
Deep CRM/PSA (ConnectWise, Autotask, Salesforce, HubSpot, Dynamics); PSA project push.
|
Broad CRM + tools; Salesforce CPQ, payments, storage, and more. |
| Security & compliance | SSO, Role-based access controls. | SOC 2 Type II; ESIGN/UETA; HIPAA page and BAA pathways. |
| API & extensibility | OAuth2 API; Public API. | Public API with enterprise licensing and transaction-based pricing. |
| Analytics & tracking |
Pricing views and internal dashboards; PSA sync provides execution visibility. Extensible analytics through API
|
Real-time open/view tracking, reminders, status analytics. |
| Pricing | Simple user based pricing. | Transparent tiered plans (Starter/Business/Enterprise). |
| "From quote to delivery" handoff |
Pushes approved scope into PSA with work plan tickets/tasks.
|
Stops at signed docs/CPQ; project execution lives elsewhere. |
ScopeStack revolutionizes how MSPs and VARs create proposals by accounting for the technical complexity of IT projects. Whether it's a routine firewall installation or a multi-layered infrastructure and hardware overhaul, our platform will calculate all the requirements for each deliverable.
Speed up quoting with pre-built templates for network assessments, security audits, cloud migrations, infrastructure deployments, and more, while still allowing for the unique customization that comes with each client.
The platform's intelligent scoping engine asks the right technical questions upfront, ensuring nothing falls through the cracks. You can spend more time delivering services than manually thinking of licensing requirements and migration timelines, as ScopeStack does that automatically—saving you hours of manual work.
PandaDoc offers solid document automation capabilities, but it's built for general business use. While you can create proposals, there are no IT-specific templates, no automated technical requirement gathering, and no understanding of the unique challenges MSPs face when scoping complex technology projects.
PandaDoc's CPQ is designed for products over services, so the cost estimates are very superficial and don't often provide the deep level of effort analysis for you to properly quote IT service work.
PandaDoc offers document creation tools but lacks scoping intelligence. Proposals are built digitally without built-in logic to ensure accuracy or completeness. Because pricing is pulled from your CRM—which may contain outdated quotes, manual discounts, or inconsistent data—projects are often under-scoped, requirements get missed, and profitability suffers.
ScopeStack's proprietary algorithms analyze project requirements and automatically suggest resources, timelines, and potential risks based on your historical data. The platform's smart questionnaires ensure you capture all necessary details upfront, reducing scope creep and change orders.
Most ScopeStack users report creating comprehensive SOWs in 90% less time compared to traditional methods, with significantly higher accuracy in resource estimation and timeline projections.
ScopeStack integrates seamlessly with the tools MSPs and VARs already use. Connect with popular PSA platforms like ConnectWise and Jira. Once a quote is approved in ScopeStack, you can automatically transform the estimate into tasks and tickets so your engineers can begin work without any additional manual admin.
If you need to make a change in your project management software, any update will reflect back to the estimate, ensuring scoping accuracy. These integrations eliminate double data entry and ensure your proposals always reflect current pricing and availability.
PandaDoc offers integrations across many business categories, but not many for the IT service software. While you can connect to Salesforce or HubSpot, you won't find direct connections to IT distributors, PSA platforms, or other MSP-essential tools. Your engineers will need to manually re-enter all the deliverables into your project management software, which may lead to mistakes.
PandaDoc uses a per-user pricing model with multiple tiers, making it difficult to determine which category and which optional features you'll actually need. Because most plans require you to add extra features over time, costs can quickly escalate, often forcing tough budget decisions as your team grows.
ScopeStack offers transparent, user-based pricing. Pay for what you use without worrying about fees that can quickly spiral out of control as your team grows. The annual payment plan includes all the features you need for your MSP and IT team to deliver services.
ScopeStack doesn't just help you make a good-looking proposal—it ensures the numbers, deliverables, and dependencies are right before the client signs.
Because it's purpose-built for MSPs and VARs, the templates, pricing logic, and workflows align with how IT projects are actually scoped and delivered. ScopeStack makes quoting easier by automatically including all the requirements and dependencies for a selected service. You don't need to think through each deliverable, as the software provides that for you.
PandaDoc pulls its pricing from your CRM, where sales reps can add whatever pricing they want. Inconsistent pricing can lead to discounting and scope creep.
ScopeStack enforces scoping guardrails, so every proposal follows your company's best practices and pricing policies. The intuitive software will make automatic adjustments as you change resources, understanding the cost difference between a junior employee and a senior engineer.
ScopeStack integrates directly with the tools MSPs and VARs already use, like Salesforce, HubSpot, and leading PSA and PM tools.
You can scope, send, and start projects without rekeying information and getting bogged down in manual admin. Once a client signs, the approved scope flows directly into delivery planning, reducing delays and miscommunication.
While PandaDoc serves as a capable general-purpose document automation tool, MSPs and VARs need specialized solutions that understand the complexity of IT project scoping. If you need a tool that ensures accuracy, enforces pricing policies, updates change orders, and integrates with your delivery workflows, then look no further than ScopeStack.
ScopeStack delivers purpose-built functionality that helps you create better proposals faster, win more projects, and deliver them more profitably.
Schedule a demo today and discover why hundreds of MSPs have made the switch from generic document tools to purpose-built project scoping excellence.