--- title: SCOPE Better Reviews meta_title: 'SCOPE Better Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 16 reviews by the users' company size, role or industry to find out how SCOPE Better works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 16 scale: '5' date_modified: '2026-06-17' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # SCOPE Better Reviews **Vendor:** The Virtu Group **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 3.5/5.0 **Total Reviews:** 16 ## About SCOPE Better Is pricing a problem for your business? It can often be a complex, time consuming and inefficient task. Quoting often relies on inconsistent, scattered data filled with blind spots - there is no single point of truth. At SCOPE Better we call this The Pricing Problem and it's EXACTLY what we solve. We help professional services businesses turn pricing into a superpower by giving them the control and visibility needed to ensure their teams give the right price every single time. ## SCOPE Better Pros & Cons **What users like:** - Users appreciate the **ease of use** of SCOPE Better, noting quick proposal creation and excellent customer support. (11 reviews) - Users commend the **exceptional customer support** from SCOPE Better, ensuring a seamless experience throughout implementation and beyond. (7 reviews) - Users value the **efficient document management** of SCOPE Better, ensuring consistency and easy access to important estimates and SOWs. (4 reviews) - Users commend the **easy setup** of SCOPE Better, highlighting exceptional support and seamless integration capabilities. (4 reviews) - Users value the **efficiency improvement** in drafting SOWs and maintaining consistency across teams with SCOPE Better. (4 reviews) - Implementation Ease (4 reviews) - Pricing Optimization (4 reviews) - Customization (3 reviews) - Efficiency (3 reviews) - Proposal Management (3 reviews) **What users dislike:** - Users find the **missing features** of SCOPE Better, such as version history and integration issues, frustrating and limiting. (5 reviews) - Users feel the **lack of customization** limits their ability to tailor projects to unique client needs effectively. (4 reviews) - Users face frequent **bug issues** , leading to incorrect outputs, formatting problems, and system glitches during use. (3 reviews) - Users struggle with **data management issues** such as lack of version history and difficulties in exporting essential components. (3 reviews) - Users desire greater **customization options** for pricing and project setups, as current limitations hinder usability. (3 reviews) - Limited Template Flexibility (3 reviews) - Software Bugs (3 reviews) - Time-Consuming (3 reviews) - Clunky Interface (2 reviews) - Complexity (2 reviews) ## SCOPE Better Reviews ### 1. Scope Better and why we use it at Solvit **Rating:** 4.5/5.0 stars **Reviewed by:** Ingo R. | Business Development and Operations - Salesforce.com, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2024 **What do you like best about SCOPE Better?** Terrific tool that perfectly meets our professional services scoping needs. Implementation was straightforward, and the SCOPE Better team was exceptional—attentive, responsive, and a pleasure to work with. We've searched extensively for a pricing tool like this, and it seamlessly integrates with both our Salesforce and Kantata PSA platforms. **What do you dislike about SCOPE Better?** Overall, we haven't encountered any significant downsides yet. The only area that might require some flexibility is adjusting your quoting process and updating output templates, which can be a bit tricky. **What problems is SCOPE Better solving and how is that benefiting you?** SCOPE Better is an invaluable online pricing tool for writing Statements of Work (SOWs) for our Professional Services at Solvit. It streamlines our scoping process, ensuring accuracy and efficiency in our pricing. The seamless integration with Salesforce and Kantata PSA allows us to manage our projects effortlessly. The tool's intuitive interface and comprehensive features save us time, reduce errors, and enhance our overall service delivery. With SCOPE Better, Solvit can provide more precise and competitive proposals, ultimately boosting client satisfaction and driving business growth. **Official Response from Bruce Tapp:** > Hi Ingo, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. Understood with regards to the outputs and this is something we are looking to improve on this year to improve the user experience with updating and editing these templates. Any other feedback please do let us know. Thanks, SCOPE Better ### 2. Finally a tool that helps me productize our service offerings **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about SCOPE Better?** What we liked best about Using SCOPE was that it has allowed us to convert our various spreadsheets into a unified estimate and pricing process which can be delegated to the sales persuit team. Doing this, has allow us to reduce the time it takes to create an estimate while instituting a standard pricing methodlogy. With the export features available to us, we then can export the Estimate into Jira and Kimble (Sorry, It'll always be Kimble to me) to being the service delivery. Upon completion, this process is allowing us to do post mortems more efficently so we can adjust the estimates by not only adding or subtracking resourcing but adding standard language to be more specific where we have learned that what we thought was 'obvious' was not so by the client. **What do you dislike about SCOPE Better?** The thing that we like least is to manage library of deliverables and components. We have quite a few and they are ever evolving. **What problems is SCOPE Better solving and how is that benefiting you?** SCOPE is helping us solve the problem of centralized pricing and proposal. This is a bottleneck and by using SCOPE we can decentralize the estimates to a degree to the resources who are most familar with the client's need while Practice Leaders can create productized service offerings that the lay sales person can understand. **Official Response from Bruce Tapp:** > Hi Michael, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. Your feedback on managing the library of deliverables is valuable, and we'll work to address this to further improve your experience with the tool. I will keep you updated on our progress during our next meeting. Thanks, SCOPE Better ### 3. The best about the tool is the support we get from the team. **Rating:** 4.0/5.0 stars **Reviewed by:** Cornelia K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about SCOPE Better?** The personalisation of each user account ( all the check boxes available) that makes it possible to really adjust the tool and its possibility to everybodys needs. The customer support is amazing and I am sure the ease of implementation would be even better if we would be able to set up our account within the interface of Scope, not through an API. **What do you dislike about SCOPE Better?** Some functionalities are outdated and there is a lot of scrolling and filters missing which takes time. Also, the integration with our ERP system is not working very well **What problems is SCOPE Better solving and how is that benefiting you?** We have secured overview of roles and rates and deliverables, for the first time in our working process. This gives us security but also a better understanding of what we are actually capable of selling. A standardization of our capabilities. **Official Response from Bruce Tapp:** > Hi Cornelia, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. We apologise for the inconvenience caused by the outdated functionalities and the integration issues with your ERP system. We are continuously working on enhancing our tool to provide a better user experience. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 4. Useful product that could use some UI/UX updates **Rating:** 3.0/5.0 stars **Reviewed by:** Anisha P. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about SCOPE Better?** I've used scope for many SOWs--we've preloaded deliverables which makes creating scopes a breeze. Easy to edit and create custom deliverables. **What do you dislike about SCOPE Better?** There is no undo button or version history. We've had issues with not being able to export scopes and staff plans. **What problems is SCOPE Better solving and how is that benefiting you?** Scope helps our teams quickly and easily create complex scopes for multiple disciplines. We also use Scope to generate staff plans and see how our resources are being allocated. **Official Response from Bruce Tapp:** > Hi Anisha, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. We appreciate your input on the need for an undo button and version history, as well as the issues with exporting scopes and staff plans. Your insights will be shared with our development team for consideration in future updates. If you would like to provide any further feedback please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 5. Great product, even better support team. **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan T. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2024 **What do you like best about SCOPE Better?** The ability to be a respository for pricing/services AND keep SOWs consistent and efficient to draft. **What do you dislike about SCOPE Better?** I wish there was more flexibility to nuance pricing out deliverables; or even the option to build a budget from scratch within the tool based on resources / hours / timeline. **What problems is SCOPE Better solving and how is that benefiting you?** Serving as a repository for pricing and scoping, creating efficiencies and saving time to provide consistent pricing/scopes. **Official Response from Bruce Tapp:** > Hi Jordan, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. With regards to better flexibility in pricing and budget building we are developing scope by timeline which is a new way of scoping within the platform, we can demonstrate this to you in our future sessions as part of a full implementation rollout. Thanks, SCOPE Better ### 6. Comprehensive, but at times cumbersome **Rating:** 3.5/5.0 stars **Reviewed by:** Austin H. | Group Brand Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about SCOPE Better?** It's a great resource for structure in the scoping. It brings much needed consistency across teams. **What do you dislike about SCOPE Better?** Given the nature of our business, every project and client is different and it is often hard to fit each project into the pre-defined boxes. While it is flexible to iterate off existing projects, it is cumbersome to do so. **What problems is SCOPE Better solving and how is that benefiting you?** It's bringing structure to how proposals are generated across our agency. **Official Response from Bruce Tapp:** > Hi Austin, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. If you would like to provide additional feedback around how we can improve the system to be more flexible when creating your projects please respond to this comment and we can schedule time to discuss. Thanks, SCOPE Better ### 7. Can't recommend SCOPE enough! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about SCOPE Better?** SCOPE has made our estimate creation much more consistent. Because we've preloaded in costs, it has ensured we're charging the same cost across all clients rather than reinventing the wheel each time. It has also been useful in having the history of SOWs year over year. Our SCOPE reps have been exceptional and offered great customer service not only during integration, but after we have been up and running for over a year. **What do you dislike about SCOPE Better?** In some instances, we have had issues where we need the cost to go back 2 cents (cost per impression or bulk direct mail). We haven't found a way to solve this yet so we are having to manipulate the SCOPE after exporting. **What problems is SCOPE Better solving and how is that benefiting you?** SCOPE is helping to solve our probably of being inconsistent and not having the appropriate reviews on new SOWs. We have also been able to produce SOWs and proposals much faster because we have our pricing loaded into the system so it's a basic drag and drop to get one created. **Official Response from Bruce Tapp:** > Hi there, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. We are delighted to hear that our platform has helped improve your estimate creation process and provided a history of SOWs. Appreciate the feedback around adjusting costs post approval and I am happy to share some hints and tips on how we can do this in the system currently to see if this meets your needs. Please either reply to this comment or reach out to your Account Manager directly to discuss this further. Thanks, SCOPE Better ### 8. I use Scope to create estimates for our agency. **Rating:** 0.0/5.0 stars **Reviewed by:** Ryan C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about SCOPE Better?** It is easy to find old Scopes I've created and duplicate them. **What do you dislike about SCOPE Better?** The outputs never come out correctly, they are always missing information. Sometimes the numbers change that I've entered. Currently I can't output a scope without doing the preview first. **What problems is SCOPE Better solving and how is that benefiting you?** None. **Official Response from Bruce Tapp:** > Hi Ryan, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are disappointed to hear you have had a bad experience using our platform. It would be great to understand the feedback in more detail and how we can improve your experience moving forward, as such a member of our Customer Success team will be in touch with your directly to discuss further. Thanks, SCOPE Better ### 9. Scope has been great, espically working with Charlotte. **Rating:** 4.5/5.0 stars **Reviewed by:** Christine D. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about SCOPE Better?** What I liked best about Scope was working with Charlotte. She was very knowledgeable and always available. **What do you dislike about SCOPE Better?** The downside of Scope is the integration. This was much harder than we imagined. **What problems is SCOPE Better solving and how is that benefiting you?** Scope allows us to have all the information in one place. Before we were starting from scratch many of the times. **Official Response from Bruce Tapp:** > Hi Christine, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience working with Charlotte and using our platform thus far. We understand that integrations can be challenging, and we're continuously working to improve the process for our customers. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 10. Improving UX **Rating:** 3.5/5.0 stars **Reviewed by:** Graham S. | Instructor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **What do you like best about SCOPE Better?** Relatively easy to create scopes. Customization options are plentiful. Support is responsive. **What do you dislike about SCOPE Better?** User experience continues to be clunky, but shows some improvement.s **What problems is SCOPE Better solving and how is that benefiting you?** It brings consistency to Scopes of Work (estimates). **Official Response from Bruce Tapp:** > Hi Graham, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 11. Effective and efficient project scoping **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Online Media | Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about SCOPE Better?** The transparency and collaboration possible when estimating a project scope with the team makes the process more efficient and less prone to errors. **What do you dislike about SCOPE Better?** While the user interface and customisation options are good enough there is plenty of room for improvement. **What problems is SCOPE Better solving and how is that benefiting you?** Central location for all proposals and estimates that are easily accessible to the whole team. **Official Response from Bruce Tapp:** > Hi there, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 12. User friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about SCOPE Better?** We were doing everything manual before so anything is an improvement - its the fact we can send something offical to the clients instead of excel spreadsheets they can edit **What do you dislike about SCOPE Better?** Not everyone at the organization has access **What problems is SCOPE Better solving and how is that benefiting you?** Instead of manually adding in numbers with human error possible it auto populates **Official Response from Bruce Tapp:** > Hi there, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 13. Has great potential, still working through kinks **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about SCOPE Better?** The support team has been amazing- so helpful and responsive. The capabilities of the tool are truly impressive and has the potential to revolutionize how projects are estimated/priced. **What do you dislike about SCOPE Better?** Some technological clunkiness and random errors, some additional features to collaborate within our organization still need to be added **What problems is SCOPE Better solving and how is that benefiting you?** Automating pricing; ability to duplicate processes across various potential pricing; eliminating delay in waiting on feedback **Official Response from Bruce Tapp:** > Hi there, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. We understand the importance of addressing any technological clunkiness and errors, and we are actively working on enhancing collaboration features within our tool. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 14. Write proposals quickly and consistently **Rating:** 4.0/5.0 stars **Reviewed by:** Richard T. | CFO and Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about SCOPE Better?** The system creates a methodology for preparing proposals within minutes and consistenyl across organisations with distributed responsibilities. The design and implementation team are amazing and their level of customer service is better than I have experienced for other systems. They make recommendations to help navigate best use of the system. **What do you dislike about SCOPE Better?** The system allows you to transfer any proposal into a statement of work. However, your language would need to be identitical for every client for this to be useful. **What problems is SCOPE Better solving and how is that benefiting you?** The speed at preparing pricing options for clients **Official Response from Bruce Tapp:** > Hi Richard, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are happy to hear you have had a positive experience using our platform thus far. If you would like to provide any further feedback or highlight any improvements we can make, please contact your Account Manager to discuss further. Thanks, SCOPE Better ### 15. Not a fan **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about SCOPE Better?** Modern estimate tool, easy to use interface **What do you dislike about SCOPE Better?** Formatting of estimate outputs, many system glitches **What problems is SCOPE Better solving and how is that benefiting you?** Our current estimate tool is arcaeic - so this helps solve by being more modern **Official Response from Bruce Tapp:** > Hello, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are disappointed to hear you have had a bad experience using our platform. It would be great to understand the feedback in more detail and how we can improve your experience moving forward in relation to the formatting of the outputs and system glitches you have experienced. If you could share your contact details then I am happy to have a call to discuss this further. Alternatively you can contact us via our support portal: https://thevirtugroup.zendesk.com/hc/en-gb/requests/new and I will pick up the request from there. Thanks, SCOPE Better ### 16. I find the software to be not very intuitive and it is buggy. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about SCOPE Better?** It is a place to go back and easily find previous estimates. **What do you dislike about SCOPE Better?** It has made the estmating process take 3 times as long as previous methods. **What problems is SCOPE Better solving and how is that benefiting you?** None **Official Response from Bruce Tapp:** > Hello, Thank you for taking the time to review the SCOPE Better platform. We appreciate your feedback as a valued customer and are disappointed to hear you have had a bad experience using our platform. It would be great to understand the feedback in more detail and how we can improve your experience moving forward and improve the speed it takes for you to generate an estimate in SCOPE Better. If you could share you contact details then I am happy to have a call to discuss this further. Alternatively you can contact us via our support portal: https://thevirtugroup.zendesk.com/hc/en-gb/requests/new and I will pick up the request from there. Thanks, SCOPE Better - [View SCOPE Better pricing details and edition comparison](https://www.g2.com/products/scope-better/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+23%3A54%3A34+-0500&secure%5Bsession_id%5D=59d121a1-8b46-402a-bed4-f660b43e9d82&secure%5Btoken%5D=f3359d15b0dcbb84e4a62c1649a5c45e89461f6b4708d6a0f2a063a0e23c20a1&format=llm_user) ## SCOPE Better Features **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top SCOPE Better Alternatives - [DealHub](https://www.g2.com/products/dealhub/reviews) - 4.7/5.0 (836 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,410 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,825 reviews)