ScopeStack 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ScopeStack

4.3

(11)

Pricing

Starting at $800.00 per month

About ScopeStack

ScopeStack is a cloud-based sales automation tool, which assists small to midsize IT service providers with job costing, price adjustments and creation of statement of work (SOW). Features include audit history, version control, template management, single sign-on (SSO), a pricing calculator and team collaboration.

The platform enables users to define the scope of projects by automatically selecting suitable features across different technologies, reuse previously scoped work and prepare custom tasks for multiple projects. Service providers can also discover profitable projects and send automated approvals on them. It comes with a dashboard, which allows administrators to monitor a project's progress, measure profitability in real-time, perform win/loss analysis and calculate the revenue generated.

ScopeStack offers integration with multiple third-party applications such as Salesforce, ConnectWise, HubSpot and DocuSign. It is available on monthly subscriptions and support is provided via chat, phone and email.

ScopeStack Screenshots

ScopeStack Pricing and Plans

Starting price: $800.00 per month

Free Trial

Free Version

All-in-One

$800.00

per month

No plan information available

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ScopeStack Features

Popular features found in CPQ
Activity Dashboard
Catalog Management
Contact Management
Contract/License Management
Discount Management
Electronic Signature
Guided Selling
Price/Margin Management
Proposal Generation
Renewal Management
More features of ScopeStack
Access Controls/Permissions
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Audit Trail
Batch Processing
Collaboration Tools
Content Library
Content Management
CRM
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Data Synchronization
Data Visualization
Digital Signature
Document Automation
Document Generation
Document Management
Document Review
Document Templates
Multi-Currency
Multiple Output Formats
Price and Cost Calculations
Product Configurator
Quotes/Estimates
Reporting & Statistics
RFP Management
Sales Automation
Task Management
Template Management
Templates
Third-Party Integrations
Version Control
Visual Configuration
Workflow Management

ScopeStack Integrations

Docusign

HubSpot CRM

HaloPSA

Salesforce Einstein

Autotask PSA

ScopeStack User Reviews

Overall Rating

4.3

Ratings Breakdown

36%

55%

Secondary Ratings

Ease of Use

4.2

Value for money

4.6

Customer support

4.8

Functionality

4.3

Have you used ScopeStack and would like to share your experience with others?

Robert E.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed July 2020

Best option to simplify and standardize your SOWs

The ScopeStack team as a whole has been great to work with. They ensure your onboarding is smooth. If there are any questions or issues they are quick to respond, and resolve any issues. As the title states, we have standardized our projects (SOWs) across all lines of business and ensured all pricing is consistent. This gives us a single place for or pricing feedback loop, ensuring we are always functioning in the most efficient and cost effective manner. We can now provide accurate pricing in 15 minutes and a full executable SOW in under an hour.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is very easy to use, even for the most novice user. It gives you all the required knobs and dials to ensure your projects are priced appropriately, yet ensure your verbiage can be tailored to the needs of your client. The ability to import a project (SOW) to your CRM can save a lot of time for your project management teams.

Cons:

It is a GUI driven application. There are some tasks that require a lot of clicking.

Reasons for switching to ScopeStack

lack of consistency manual process of creating documents cross line of business template issues time savings Improved client service level Improved Client expectations

Connor W.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 6 months

Review source

Reviewed September 2020

Perfect tool for professional services pre-sales

ScopeStack fit a very important niche for us that no other software we could find was quite right for. We had a need to standardize our pre-sales documentation and Statements of Work and were relying on a set of Word and Excel templates. ScopeStack puts it all in one place without having to maintain any templates outside of the platform, and saves us time with the standard task templates rather than having to write a new set of tasks each time or dig up samples from older SOWs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customization capability within the platform. While the main benefit of the platform is working off of a set of standard tasks and milestones with standardized language, we do still need the ability to make customizations - not just to the executive project summaries, but to individual tasks and milestones at times. ScopeStack gives us the ability to define our defaults in the templates but doesn't stop us from customizing where we need to, which is very important.

Cons:

There are some weird choices in the user experience - navigating lists of projects and tasks can be cumbersome if you quickly want to click into a project or task and then move back out, it pops you back to the start of the list rather than the page you were viewing. Little things like that. This has improved since we started using the platform.

Richard B.

Verified reviewer

Information Technology and Services

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2021

Decent product

Little slow figuring out the different ways to do thigs but after using it and asking questions I was able to get it working efficiently.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Lost of drop down boxes to speed up workflow Developer will attempt to accommodate requests for your line of business and work flow. Overall made the creation of Scope of work easier and our company now has a standard layout for scopes. Other staff has insight to what has been proposed and can reference job costs.

Cons:

Come across bugs that have to get resolved or worked around. Help now always available after hours when I'm working with it.

Ryan H.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2020

A fantastic SaaS offering for technology service organizations.

Extremely impressed with Scopestack.io. After building and maintaining similar systems for VARs in the past Scopestack is familiar with those point product workflow painpoints and integration frustrations. This product greatly improves workflow, cost accountability/responsibility/profitability and analytics to line of business for services.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Team Workflow and distribution of new offerings into SOWs Ease of use/set up of pricing/work breakout Cloud-based Approval workflow Integration with SAML SSO Integration with SFDC and ConnectWise

Cons:

Templates had a slight learning curve but have improved greatly

Reasons for choosing ScopeStack

They were laser focsed and understood numerous, common pitfalls that IT service organizations and service VARS encounter with pricing services, workflow, integration, analytics and solve those challenges.

Alex B.

Verified reviewer

Computer & Network Security

11-50 employees

Used daily for less than 12 months

Review source

Reviewed March 2021

Scopestack review

Very pleased. Support is very helpful and the onboarding process went well. This is a tool I have been wanting for some time and I have seen efficiencies in repeat project scoping almost immediately.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ScopeStack addressed a need in our market that has not been attempted.

Cons:

The product is still very young, so I would like to see integration improvement and feature improvements. Have run across some issues, but they are always addressed very quickly. There has been alot of development and improvements since we signed up.

Reasons for choosing ScopeStack

We were using excel sheets and did have a good method of carrying our scopes over to a Project Management software. This provides a method for scopes to go through the sales life cycle through Project Management.

Jeremy R.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed July 2020

Good foundation. More to come.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Scopestack's support has been top notch. I like the product, but I believe in the product because support continues to work with me to build out the right solution for our business. The building blocks are there to form basic SOWs but we continue to evolve our SOWs to enhance our presales process to make it faster and more accurate.

Cons:

There are still software bugs that crop up. Importing doesn't always work. Exporting behaves differently in different browsers. The backend gets slow sometimes.

Jeffrey S.

Verified reviewer

Computer Networking

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2020

Fast and Repeatable Scopes

Overall the benefits of repeating scopes and being able to generate them more quickly allows for SE's to do more work with less effort.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once the data is organized and in place it is simple to calculate labor and quickly turn out scopes.

Cons:

The interface can be quirky in making edits and it takes time to get the templates formatted correctly.

Patrick R.

Verified reviewer

Business Supplies and Equipment

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed September 2020

Pre configured SOW inputs

Overall experience is good for what we use the product for. Would like feature changes and more customization but understand limits based on the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Able to save SOW inputs for ease of generating work documents Able to save pricing for minor edits as needed Able to save terms and assumptions within the scope - New update allows for multiple changes without refreshing the app

Cons:

Would like to certain feature updates (auto scaling text input blocks, ability to edit/delete pre-existing subtasks etc.) Approval workflow should allow selecting of user from drop down vs pre - set user

Reasons for choosing ScopeStack

Was not part of a product selection group just managed pilot for my dept

Melody G.

Verified reviewer

Information Technology and Services

51-200 employees

Used other for less than 12 months

Review source

Reviewed February 2021

Enhances Presales Scoping

Definite improvement in decreasing the time spent on discovery after the projects are sold. Streamlines the look of our documentation and centralizes pricing and work breakdown structure. Easy to access with very few errors/accessibility issues. Does not work for all solutions we sell, but many improvements in a short time and a broadening ability to accommodate, including MSP versus professional services.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

In the creation of projects, having reliable documentation about pricing, scopes and deliverables is key. Having it all outlined in specific terms, priced to support service delivery and housed together is a big plus.

Cons:

Ability to easily sort by presales engineer, account manager, price would be great. Also, the ability to archive those projects marked as won/lost would be helpful to reduce the visual clutter. Downloading attachments is problematic.

Jesus G.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed September 2020

Writing a statement of work has never been so easy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have to say that the ease of use of this software is what made me fall in love with it. Once we had our tasks and blueprints built it became very easy to get a SOW turned around with very little effort.

Cons:

The only Con I would have has already been suggested to Scopestack and that is that when a field is manually entered below or above the pre-set time value that that the value should not be made red as to me that indicated an error, it should be yellow or orange to show that there is a mismatch that should be looked into.

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