--- title: ScopeStack IT Services CPQ Reviews meta_title: 'ScopeStack IT Services CPQ Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how ScopeStack IT Services CPQ works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 15 scale: '5' date_modified: '2026-08-07' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # ScopeStack IT Services CPQ Reviews **Vendor:** ScopeStack **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.9/5.0 **Total Reviews:** 15 ## About ScopeStack IT Services CPQ ScopeStack is a Services CPQ platform purpose-built for organizations that sell and deliver complex IT services, including managed service providers (MSPs), value-added resellers (VARs), systems integrators, and digital transformation consultancies. ScopeStack turns scoping expertise into a repeatable system. Teams can build reusable service catalogs, guided discovery surveys, effort models, dependencies, assumptions, exclusions, pricing rules, and approval workflows. Sales and presales users then apply that structured logic to configure services, protect margins, and generate accurate, brand-consistent statements of work in minutes instead of rebuilding every scope in spreadsheets and Word documents. The platform connects the full presales workflow. ScopeStack integrates with CRM and PSA systems including Salesforce, HubSpot, ConnectWise, and Autotask, helping information move from opportunity to approved scope and into delivery without duplicate entry or missing context. ScopeStack is not a generic product CPQ, proposal design tool, CRM, or PSA. ScopeStack also provides a Model Context Protocol (MCP) server that connects compatible AI agents, including Claude and Microsoft Copilot Studio, to live ScopeStack project data using the permissions already assigned to the connected user. Teams can use AI to summarize project scope, identify missing information, and create discovery questionnaires without manually exporting or copying project context. ScopeStack is the Services CPQ layer between sales opportunity and service delivery, built specifically to standardize how IT services are scoped, priced, approved, documented, and handed off. ## ScopeStack IT Services CPQ Pros & Cons **What users like:** - Users highlight the **unmatched customer support** of ScopeStack, noting their responsiveness and commitment to user success. (4 reviews) - Users highly value the **extensive customization options** of ScopeStack, enabling precise tailoring to business needs for optimal efficiency. (2 reviews) - Users find ScopeStack's **ease of use** invaluable, streamlining processes and enhancing accessibility for all team members. (2 reviews) - Users value the **flexibility** of ScopeStack, enabling quick adaptation to business needs and enhancing service delivery. (2 reviews) - Users value the **exceptional customer satisfaction** provided by ScopeStack, enhancing service quality and innovation through collaboration. (1 reviews) - Customizability (1 reviews) - Easy Integrations (1 reviews) - Easy Setup (1 reviews) - Efficiency (1 reviews) - Integrations (1 reviews) **What users dislike:** - Users find the **initial learning curve challenging** due to mail merge requirements, but it improves with experience. (1 reviews) - Users note the **missing features** in ScopeStack CPQ, particularly the inability to manage Change Orders effectively. (1 reviews) - Users find the **slow performance** of ScopeStack IT Services CPQ can hinder their experience, but improvements are anticipated. (1 reviews) - Users find **system limitations** with ScopeStack CPQ, particularly the inability to manage Change Orders effectively. (1 reviews) - Users find **template issues** during initial setup frustrating, though it becomes easier with time and experience. (1 reviews) ## ScopeStack IT Services CPQ Reviews ### 1. Leadership That Listens and a Responsive, Flexible Development Team **Rating:** 5.0/5.0 stars **Reviewed by:** Ali A. | Manage of Architecture , Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about ScopeStack IT Services CPQ?** Leadership genuinely listens to clients, and the development team is flexible, attentive, and responsive to feedback. **What do you dislike about ScopeStack IT Services CPQ?** The native integration is limited to connnectwise. Some of the connectwise integration is not flexible. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Standardized our SOW. Removed dependencies on excel sheets which is huge. ### 2. The ScopeStack Team is very responsive and they listen to customer feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Craig S. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about ScopeStack IT Services CPQ?** We have been a ScopeStack customer for many years, since the early days of the company's product being in the market. Everyone on the team that we have worked with from their CEO on down have been amazing to work with. They truly seem to care about what their customers have to say in an effort to provide the best product and user experience. The product itself has also helped us to streamline our company operations and increased the ease at which we can generate SOWs. **What do you dislike about ScopeStack IT Services CPQ?** There is nothing specific that comes to mind about the company or product that I dislike. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Much quicker time to turn around proposals and get SOWs into the hands of our customers. The blueprint feature enables us to build and maintain a standardized set of service offerings that can be quoted and delivered in a consistent manner. ### 3. ScopeStack - as a growth accelerator ! **Rating:** 5.0/5.0 stars **Reviewed by:** simon d. | Director, Services Transformation, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about ScopeStack IT Services CPQ?** ScopeStack has provides a thoughtful and flexible CPQ framework that allows us to enhance our Professional Service development and increase the quality of service and relevance to our internal and external Customers. "Can we develop structured service costing incredibly quickly? Yes". "Can we deliver a range of contractual and proposal documents at the touch of a button? Yes". The hidden benefit of ScopeStack and working with their team is the level of thought and innovation that comes from that implementation and collaboration process acting as a force multiplier in a really transformational way! **What do you dislike about ScopeStack IT Services CPQ?** There are some limitations and use case issues, no platform does everything you need. lack of ability to manage Change Orders is one suggestion for proposed development. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** ScopeStack allows us to further increase the quality and consistency of service proposals and contracts and ensures we are delivering an optimum price to our Customers. We see potential to significantly reduce turnaround time from Engagement to Contract execution and increase internal process efficiency at the same time. ScopeStack forces business'es like ours to embrace what we sell and offer to our Customers and how that should be seen, packaged and delivered from multiple perspectives. ### 4. Dramatically improved our professional services quoting process! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh A. | Solutions Architect, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about ScopeStack IT Services CPQ?** ScopeStack has allowed us to streamline our professional services quoting process. What took several hours previously can now be accomplished in a matter of minutes through standard services we've set up in ScopeStack! **What do you dislike about ScopeStack IT Services CPQ?** ScopeStack hasn't quite been able to replace ConnectWise Sell fully for us because of not being able to pull real-time product availability data, descriptions, and pricing out of our distributors' systems (yet). That said, ScopStack is well worth using in conjection with ConnectWise Sell for our professional services and managed service implementation quoting. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Creating an accurate and consistent statement of work for professional services work has been a significant challenge for us in the past. ScopeStack is solving that problem for us by allowing us to create a catalog of standard service items which can then be imported onto new proposals extremely quickly. We've been able to drastically improve our professional services quote turnaround time as a result! ### 5. Great platform and great team! **Rating:** 5.0/5.0 stars **Reviewed by:** Cole P. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about ScopeStack IT Services CPQ?** ScopeStack has been an invaluable asset in transforming our services sales processes. Out of the box, the platform is intuitive, easy to use, and quick to configure, making it accessible even for teams with limited technical expertise. The customization options are robust, allowing us to tailor it precisely to our business needs. Moreover, ScopeStack seamlessly integrates into various mainstream platforms and workflows, enhancing our overall operational efficiency. What truly sets ScopeStack apart is the exceptional support provided by their team. From the initial implementation to ongoing enhancements, their team has been incredibly supportive and responsive. They consistently work with us to achieve our goals, ensuring we maximize the platform’s potential. **What do you dislike about ScopeStack IT Services CPQ?** Nothing to report at this time. The team has been great about working with us when we have needs or challenges. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** ScopeStack enables our company to create scopes and documents in a standardized way that saves time and money. ### 6. Puts a polished finishing touch to our scopes and implementation plans. **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan M. | Sr Manager, Solutions Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2024 **What do you like best about ScopeStack IT Services CPQ?** Well designed with consistency in mind, but also extremely customizable. The customer service is unmatched to any software product we have used. Fast and responsive and really care about our success using the tool. That care is also very present as their whole team is deeply involved in advisory board sessions that produce real results. **What do you dislike about ScopeStack IT Services CPQ?** Initial document template creation can be a bit of a pain out of the gate due to mail merge requirements, but once created and learned, its much easier. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** It solves for the need to have consistent, standard and correct pricing for project scoping. ### 7. How did we do this work before Scopestack? Dont want to remember!! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon M. | Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about ScopeStack IT Services CPQ?** Scopestack has become an essential tool for our team. It's easy to use and helps us create professional, consistent proposals that our entire sales team can rely on. The platform is highly customizable, allowing us to tailor it to our specific needs. One of the things we appreciate most is the Scopestack team. They are great to work with and consistently ask how they can improve to meet our needs. This commitment to customer feedback has made a significant difference in our experience with the platform. We've been able to scale the expertise of our senior engineers far beyond what we could have imagined, thanks to Scopestack. I've recommended it to several colleagues, and it's been adopted by many organizations focused on improving their proposal process. We can't see ourselves going back to our old methods—Scopestack has made a significant difference in how we work. **What do you dislike about ScopeStack IT Services CPQ?** Nothing at this time. The team continues to innovate and our sales team appreciates our ability to quickly engage our market. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** ScopeStack is solving the challenge of creating consistent, professional proposals across our sales team. Before using ScopeStack, we struggled with maintaining uniformity and quality in our proposals, which often varied depending on who was creating them. The platform has streamlined this process, ensuring every proposal meets our high standards. Additionally, the customization options allow us to tailor proposals to our specific needs, which has been crucial in scaling the expertise of our senior engineers. Overall, ScopeStack has improved our efficiency, helped us maintain a consistent brand image, and made our proposal process much more reliable. ### 8. Great service and vested in your success! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2024 **What do you like best about ScopeStack IT Services CPQ?** The platform is easy to navigate. The ScopeStack team is top notch and flexible to help meet business requirements. Everyone is great to work with and the team truly understands the IT Services business **What do you dislike about ScopeStack IT Services CPQ?** The platform has great features, though it can be a bit slow at times. However, an update is coming soon to fix this, which shows the team’s commitment to improving the experience. I’m confident the update will make it faster and more efficient. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** They are solving speed to quoting time, governance with respect to version control and pricing, as well as ease of maintenance to keep the tool current ### 9. ScopeStack Has Enabled Our Team To Generate More Consistent SOWs **Rating:** 4.5/5.0 stars **Reviewed by:** J. Bart C. | Sr. Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about ScopeStack IT Services CPQ?** ScopeStack streamlines our ability to write SOWs. ScopeStack ease of use helps make our processes consistent and repeatable. The ability to provide Project Work Breakdowns directly out of the tool is tremendously helpful. ScopeStack's support team is always responsive and any issues encountered are addressed quickly. **What do you dislike about ScopeStack IT Services CPQ?** There is currently nothing that I dislike about ScopeStack. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Consistent and repeatable processes for SOW creation. ### 10. 5 years later and it's still a time saver. **Rating:** 5.0/5.0 stars **Reviewed by:** Jesus "Tony" G. | Director of Engineering - Pre-Sales & Post-Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2024 **What do you like best about ScopeStack IT Services CPQ?** The time it takes to create a statement of work for a customer that has a uniform look and feel while maintaining a consistent language from SOW to SOW and still cutting down on the time to generate them is amazing. **What do you dislike about ScopeStack IT Services CPQ?** The intial implementaion was a bit of a pill to swallow as there was quite a bit of customization that we wanted to implement. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Using ScopeStack allows me to create general templates that can easily be reused for future projects. ### 11. Professional Services SOW's In a Breeze... **Rating:** 4.5/5.0 stars **Reviewed by:** Adam C. | Sr. Director, Professional & Managed Services, Modern Solutions Business Unit, Enterprise (> 1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about ScopeStack IT Services CPQ?** The value of this SaaS tool to quickly generate customized, professional looking, high quality statement of works for our Professional Services is just amazing! The templated options for terms, conditions, price schedules along redline draft on thru final version with DocuSign embedded for signatories is too great. **What do you dislike about ScopeStack IT Services CPQ?** Nothing to report at this point that is worth commenting. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Our ability to generate SOWs very quickly with proper formatting, section inclusions & preset price schedules. ### 12. Extreme Time Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about ScopeStack IT Services CPQ?** ScopeStack has significantly improved our scoping process, it has improved both the quality and speed of creating SOWs. Building templates in ScopeStack's platform has streamlined our workflow, ensuring that our SOWs are accurate and aligned with client expectations. **What do you dislike about ScopeStack IT Services CPQ?** We haven't experienced any downsides to implementing ScopeStack. The ScopeStack team has continually built upon its platform futher improving the leverage it creates in our scoping process. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** ScopeStack reduces the time it takes to create scopes, reduces scope creep, and improves our service delivery by translating scopes into actionable project plans. With the improvement to our project plans we are able to create a more consistent experience for our customers and the end result meets the desired outcomes of the proposal we presented to our customer. Overall, ScopeStack addresses key project management challenges, improving efficiency and client satisfaction. ### 13. Time Savings and Consistency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2024 **What do you like best about ScopeStack IT Services CPQ?** We are moving from multiple tools used to estimate services and create scopes of work in a single tool. ScopeStack does this all in one application while creating consistency of the output, for service estimates and scope language, across the entire team. The other primary benefit is the amount of time saved in creating states of work. In most cases we are creating these documents in less than half the time. **What do you dislike about ScopeStack IT Services CPQ?** I have not found many downsides other than the time and effort it takes to migrated data to the new application but this is the case when migrating to any new application/platform. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** ScopeStack is solving our lack of consistancy and detail in our scopes. ### 14. Don't Wait - Transform Your PreSales Org **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about ScopeStack IT Services CPQ?** The time it saves my team in delivering accurate, complete, customer ready deliverables that can be cloned, adjusted, modified for speed and accuracy! The fact that I'm able to put multiple hours back in their day, remove the most hated parts of their job, and provide them guardrails is awesome! **What do you dislike about ScopeStack IT Services CPQ?** I don't dislike anything about ScopeStack. It is continuing to evolve into and enterprise class tool with multiple integrations to our exisitng tech stack. **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Keeping our scoping consistent, speeding up the deliverable without compromising accuracy. We gain so much productivity by using this tool. ### 15. The best of the bear **Rating:** 5.0/5.0 stars **Reviewed by:** Roy H. | Content Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about ScopeStack IT Services CPQ?** It makes everything so much more efficient **What do you dislike about ScopeStack IT Services CPQ?** If I had to say one thing I'd say there's really not anything **What problems is ScopeStack IT Services CPQ solving and how is that benefiting you?** Scoping and pricing services was a huge pain before. ScopeStack has made that process much smoother and helped us close the loop and increased business performance - [View ScopeStack IT Services CPQ pricing details and edition comparison](https://www.g2.com/products/scopestack-it-services-cpq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-08+02%3A51%3A33+-0500&secure%5Bsession_id%5D=1845d4f9-66d0-4018-b2ab-c527b77c0c27&secure%5Btoken%5D=914ca2d3d794bfc4685db90b9ab498878894294422d16875e7b559767003546b&format=llm_user) ## ScopeStack IT Services CPQ Integrations - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) ## ScopeStack IT Services CPQ Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Channels** - Channel Partner Support **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top ScopeStack IT Services CPQ Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,447 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)