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ScopeStack

Services CPQ for scoping, pricing and statements of work.

About ScopeStack

ScopeStack structures service engagements from discovery inputs, then estimates effort and produces a statement of work from the approved scope. Reusable service catalogs, role-based rate cards and pricing rules support consistent estimates. Native PSA connections can hand approved work into project delivery workflows.

Key Features

  • Reusable service catalog and discovery questionnaires
  • Effort estimates priced by role and rate card
  • Approval workflows for scoped services
  • Generates statements of work from approved scope
  • ConnectWise PSA and Autotask project handoff

Buyer Guide

MSP Capabilities

  • ScopeStack turns discovery inputs into structured service scope, effort estimates, pricing, and statements of work; reusable managed-service templates support repeatable project scoping.

Supported Environments

  • ScopeStack is a hosted service with CRM/PSA connections and an API; the help center documents connected applications, authentication, and scheduled Power BI data access.

Integrations

Products this tool integrates with.
IntegrationOpen
Autotask
ConnectWise PSA
HaloPSA

Onboarding and Support

  • ScopeStack publishes setup guides for PSA/CRM and e-signature connections, API credentials, and webhooks; its product site directs prospective buyers to schedule a demonstration.

Resources

Sources (3)

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