Teamwork Integration

Integrate ScopeStack's CPQ with your Teamwork

Get your projects off the ground faster and keep scoping, quoting, and delivery in perfect sync with the ScopeStack CPQ and Teamwork integration.

Transform your IT service delivery pipeline

Automate project creation

Convert approved quotes into fully structured Teamwork projects with task lists, milestones, and time estimates automatically populated from your ScopeStack SOWs, saving you from repetitive data entry.

Real-time project insights

Quick visibility reduces confusion, so you can drive projects faster. Monitor project financials with precision as ScopeStack's cost calculations and billing milestones automatically update with Teamwork's budget tracking features.

Synchronize project approval

Minimize the back-and-forth by centralizing quotes, statements of work, and deliverables so stakeholders see every detail, from estimation to discovery through project completion. Impress clients with transparent pricing and faster approvals.

Promote collaboration across your teams, not confusion

Bridge the communication gap between your sales and technical teams. By uniting scoping and project management under one roof, your team communicates better and identifies risks sooner.

You gain complete visibility over tasks, milestones, and deadlines as soon as quotes are approved, so everyone from sales to engineers operates off the same data.

Unified communication platform
Early risk identification
Single source of truth
Complete task visibility

How it works:

1

Keep Teamwork projects aligned with approved ScopeStack quotes

2

Create new line items for change requests that sync as tasks

3

Ensure proper scoping, approval, and billing for all changes

Reduce scope creep and protect your margins

Maintain clear boundaries between sold work and change requests by keeping Teamwork projects tightly aligned with approved ScopeStack quotes.

A clear project sets your team up for success and gives your clients clear expectations so they feel confident saying "yes."

Harness data-driven IT service management

Gain unprecedented insights into your service delivery metrics by combining ScopeStack's estimation data with Teamwork's actual time tracking.

Analyze scoping accuracy

Track how closely your estimates match actual project time and costs

Identify highest margins

Discover which service types deliver the best profitability

Continuously refine

Improve estimates based on real project performance data

Never worry about underestimating again.

Ready to transform your IT service delivery?

Connect Teamwork and ScopeStack today to streamline your entire project lifecycle