ScopeStack IT Services CPQ Features
Configuration - cpq (5)
Product Catalog
Allows users to search, filter, sort and select items to be added to quote This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
Guided Selling
Based on 12 ScopeStack IT Services CPQ reviews. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Price Configuration
Based on 13 ScopeStack IT Services CPQ reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
As reported in 13 ScopeStack IT Services CPQ reviews. Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
Ability to support multiple pricing models for one-time, recurring, and other items This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
Discounting
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements This feature was mentioned in 10 ScopeStack IT Services CPQ reviews.
Commerical Rules
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 11 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Terms and Conditions
Based on 11 ScopeStack IT Services CPQ reviews. Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Renewals
Allows users to renew existing contracts based on contracted pricing and existing assets already owned 11 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Quoting (5)
Grouping
Based on 11 ScopeStack IT Services CPQ reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) This feature was mentioned in 13 ScopeStack IT Services CPQ reviews.
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Ability to convert accepted quotes into contracts; set up of required assets and contracts This feature was mentioned in 10 ScopeStack IT Services CPQ reviews.
Admin (4)
Configuration Ease of Admin
As reported in 12 ScopeStack IT Services CPQ reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Can easily build and maintain pricing logic required by business 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Workflow Management
Easily build and maintain workflows, misc commercial fields, commercial rules 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Document Management
Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Channels (1)
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment 11 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Platform (6)
CRM Integration
As reported in 12 ScopeStack IT Services CPQ reviews. CRM integration is flexible and easy to maintain
Integration API
System provides API's that can be used to easily integrate to financial and other 3rd party systems 12 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Internationalization
System support multiple currencies and languages to enable business in multiple countries 11 reviewers of ScopeStack IT Services CPQ have provided feedback on this feature.
Scalability
Based on 12 ScopeStack IT Services CPQ reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Easily generate desired reports and dashboard on configurations, pricing, and quoting This feature was mentioned in 12 ScopeStack IT Services CPQ reviews.
ERP Integration
ERP integration is flexible and easy to maintain
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

