Audience
Professional services, technology services, managed services, cloud services
About ScopeStack
Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.
Other Popular Alternatives & Related Software
Proteus
Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified.
Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.
Learn more
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
Learn more
ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
Learn more
Pricing
Starting Price:
$500 per month
Free Trial:
Free Trial available.
Integrations
Company Information
ScopeStack
Founded: 2017
United States
scopestack.io
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
ScopeStack Frequently Asked Questions
ScopeStack Product Features
CPQ
Approval Workflow
Product Configurator
Proposal Generation
Quotes / Estimates
2D Drawing
3D Modeling
Guided Selling
Renewal Management
Self Service Portal
eCommerce
Document Generation
Batch Processing
Digital Signature
Multiple Output Formats
Templates
Collaboration
Interaction Tracking
IT Project Management
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Supports Agile
Supports Scrum
Testing / QA Management
IT Service
Service Catalog
Service Reporting
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Ticket Management
Job Costing
Budgeting & Forecasting
Change Orders
Quotes / Estimates
Work Order Management
Bills of Material
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Time Tracking
Proposal Management
Collaboration
Contact Management
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Templates
Version Control
Automatic Formatting
Calendar Management
Content Repository
Requirements Management
Revision Management
Task Management
RFP
Collaboration
Content Management
Data Import / Export
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Bid Management
Due Date Tracking
Vendor Management
Sales Enablement
Collaboration
Content Management
Document Management
Proposal Management
Contact Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Territory Management
Training Management