Complete Guide

What is Services CPQ?

Learn how Services CPQ transforms the presales process for IT service providers, eliminating manual errors and streamlining service scoping and pricing.

Definition

Services CPQ is specialized software for IT service providers

Services CPQ (Configure, Price, Quote) is purpose-built for managed service providers and value-added resellers to streamline their presales process. It replaces error-prone spreadsheets, Word templates, and manual tools with standardized service scoping and pricing.

Eliminates manual errors in service scoping and pricing
Standardizes processes across your entire sales organization
Reduces presales cycle time from days to minutes

Traditional Approach

Manual, time-consuming, error-prone

Spreadsheets and Word templates
Copy/paste errors and inconsistency
Days or weeks for proposal creation
Unprofessional appearance

Services CPQ Approach

Automated, fast, professional

Automated scoping and pricing
Perfect consistency and accuracy
Minutes instead of days
Enterprise-quality presentation
How It Works

Services CPQ Has Three Core Functions

Services CPQ streamlines your entire presales process through three integrated capabilities that work together seamlessly.

Configure

Create service configurations quickly using standardized templates and guided workflows.

  • • Service catalog management
  • • Guided scoping workflows
  • • Template standardization
  • • Dependency mapping

Price

Apply standard and variable pricing rules automatically to ensure consistent margins.

  • • Automated pricing rules
  • • Margin protection
  • • Volume-based discounting
  • • Approval workflows

Quote

Generate dynamic statements of work with professional presentation and approval workflows.

  • • Professional SOW generation
  • • Dynamic content updates
  • • Brand consistency
  • • Electronic signatures
Measurable Results

The Business Impact of Services CPQ

Services CPQ delivers measurable improvements across your entire presales operation, from efficiency gains to increased profitability.

90%
Reduction in
Document Management Time
90%
Reduction in
Proposal Turnaround Time
50%
Increase in
Project Margins
80%
Reduction in
Presales Team Effort
Purpose-Built for IT Services

ScopeStack is the Only CPQ for IT Services

While traditional CPQ systems are built for product sales, ScopeStack is purpose-built for the unique challenges of IT service providers.

Built specifically to help you:

Close More Services Business

Accelerate your sales cycle with professional proposals that win against larger competitors.

Improve Margins

Eliminate scope creep and pricing errors that erode profitability on every project.

Reduce Risk

Standardize scoping processes to minimize project overruns and delivery conflicts.

Enable Quick Turnaround

Transform weeks of proposal creation into minutes of automated SOW generation.

Ready to Transform Your Presales?

See how ScopeStack can revolutionize your service scoping and proposal process.

Schedule Your Demo