# ScopeStack Software Reviews, Demo & Pricing - 2026 > Review of ScopeStack Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/scopestack-profile --- [Home](https://www.softwareadvice.com/) / [CPQ Software](https://www.softwareadvice.com/cpq/) / ScopeStack Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Alternatives](https://www.softwareadvice.com/project-management/scopestack-profile/alternatives/) # ScopeStack 2026: Benefits, Features & Pricing Wondering if ScopeStack is right for your organization? Our CPQ Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview ScopeStack 4.3 [(11)](https://www.softwareadvice.com/project-management/scopestack-profile/#reviews) 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. Wondering if ScopeStack is right for your organization? Our CPQ Software selection experts can help you in 15 minutes or less. ## ScopeStack User Interface ## Popular ScopeStack Alternatives Main Product ScopeStack 4.3 [(11)](https://www.softwareadvice.com/project-management/scopestack-profile/#reviews) Ratings Breakdown - 4.18Ease of use - 4.56Value for money - 4.82Customer support - 4.27Functionality Pricing Starting at $800.00 per month Get Price Alternative Product [Docusign](https://www.softwareadvice.com/product/367901-Docusign/) 4.7 [(9361)](https://www.softwareadvice.com/product/367901-Docusign/reviews/) Ratings Breakdown - 4.70Ease of use - 4.46Value for money - 4.46Customer support - 4.66Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/) 4.6 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.57Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Responsive](https://www.softwareadvice.com/product/425174-Responsive/) 4.5 [(190)](https://www.softwareadvice.com/product/425174-Responsive/reviews/) Ratings Breakdown - 4.43Ease of use - 4.52Value for money - 4.57Customer support - 4.41Functionality Pricing Available upon request Get Price Alternative Product [WBudget](https://www.softwareadvice.com/proposal-management/wbudget-profile/) 4.7 [(59)](https://www.softwareadvice.com/proposal-management/wbudget-profile/#reviews) Ratings Breakdown - 4.59Ease of use - 4.55Value for money - 4.79Customer support - 4.54Functionality Pricing Starting at $13.00 per month Get Price Alternative Product [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) 4.5 [(1250)](https://www.softwareadvice.com/contract-management/pandadoc-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.25Value for money - 4.32Customer support - 4.34Functionality Pricing Starting at $19.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review HaloPSA Integration rated undefined from -1 review Salesforce Einstein Integration rated undefined from -1 review Autotask PSA Integration rated undefined from -1 review ## ScopeStack User Reviews Overall Rating 4.3 Ratings Breakdown 5 36% 4 55% 3 9% 2 0% 1 0% 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? RE 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 4 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 4 Ease of use 4 Value for money 5 Customer support 4 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 Read More CW 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 5 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 4 Ease of use 5 Value for money 5 Customer support 5 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. Read More RB 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 3 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 3 Ease of use 4 Customer support 4 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. Read More RH 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. 5 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 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More AB Alex B. Verified reviewer Computer & Network Security 11-50 employees Used daily for less than 12 months Review source Reviewed March 2021 Scopestack review 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JR 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. 4 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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. Read More JS 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 4 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 4 Ease of use 4 Value for money 5 Customer support 4 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. Read More PR 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 4 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 4 Ease of use 3 Value for money 5 Customer support 3 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 Read More MG 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 4 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 4 Ease of use 4 Customer support 4 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. Read More JG 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 11 Reviews Load More Reviews ## Other Top Recommended CPQ Software [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) **4.2** (1310) Recently recommended **0** times [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) **4.5** (1250) Recently recommended **0** times [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) **4.2** (993) Recently recommended **0** times [JobBOSS²](https://www.softwareadvice.com/manufacturing/jobboss2-profile/) **4.2** (865) Recently recommended **0** times Stuck Between Options? Our experts can help you compare ScopeStack with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice