--- description: Review of ScopeStack Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ScopeStack | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Document Generation Software](/directory/4300/document-generation/software) > [ScopeStack](/software/108723/scopestack) # ScopeStack Canonical: https://www.softwareadvice.co.nz/software/108723/scopestack Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/108723/scopestack?page=2) > ScopeStack is a Services CPQ platform purpose-built for managed service providers (MSPs), value-added resellers (VARs), systems integrators, and other IT service providers. The platform replaces disconnected spreadsheets and Word templates with a structured workflow for configuring service scopes, estimating effort, applying consistent pricing, protecting margins, managing approvals, and generating accurate statements of work. Reusable service catalogs, guided discovery surveys, dependencies, assumptions, exclusions, and pricing rules help teams apply the same scoping expertise across every opportunity. ScopeStack connects with CRM and PSA systems such as Salesforce, HubSpot, ConnectWise, and Autotask, creating a clearer handoff from sales to delivery. Its Model Context Protocol (MCP) server also allows compatible AI agents, including Claude and Microsoft Copilot Studio, to work with live, accessible ScopeStack project data. ScopeStack is designed for presales automation. > > Verdict: Rated **4.4/5** by 14 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 14 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: ScopeStack - **Location**: Greenville, US - **Founded**: 2017 ## Commercial Context - **Starting Price**: US$800.00 - **Pricing model**: Other (Free version available) (Free Trial) - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Alerts/Notifications - Approval Process Control - Approval Workflow - Audit Trail - Batch Processing - CRM - Collaboration Tools - Contact Management - Content Library - Content Management - Customisable Branding - Customisable Templates - Customizable Fields - Data Import/Export - Data Synchronisation - Data Visualisation - Digital Signature ## Integrations (5 total) - Autotask PSA - Docusign - HaloPSA - HubSpot CRM - Salesforce Einstein ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Document Generation Software](https://www.softwareadvice.co.nz/directory/4300/document-generation/software) ## Related Categories - [Document Generation Software](https://www.softwareadvice.co.nz/directory/4300/document-generation/software) - [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software) - [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software) ## Alternatives 1. [Docusign](https://www.softwareadvice.co.nz/software/367901/Docusign) — 4.7/5 (9446 reviews) 2. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1256 reviews) 3. [QuoteWerks](https://www.softwareadvice.co.nz/software/63241/quotewerks) — 4.6/5 (192 reviews) 4. [Responsive](https://www.softwareadvice.co.nz/software/425174/Responsive) — 4.5/5 (190 reviews) 5. [Prospero](https://www.softwareadvice.co.nz/software/224785/prospero) — 4.8/5 (136 reviews) ## Reviews ### "Excellent Tool to Stream Proposals and SOW's" — 5.0/5 > **Matthew** | *7 August 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Once you have a template setup, you can easily create very detailed and custom quotes for customers. This saves time and money; creates consistency; and allows you to be very efficient. > > **Cons**: Takes a little while to get used to the process of embedding the items that change - but I was not used to using mail-merge fields in Word. Once I got past that I was fine. > > It only took me about two days to create several templates. The only documentation and videos were very helpful. I only had to contact the help desk once for assistance and the response was fast and very accurate. ----- ### "Best option to simplify and standardize your SOWs" — 4.0/5 > **Robert** | *7 July 2020* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: The software is very easy to use, even for the most novice user. It gives you all the required knobs and dials to ensure your projects are priced appropriately, yet ensure your verbiage can be tailored to the needs of your client. The ability to import a project (SOW) to your CRM can save a lot of time for your project management teams. > > **Cons**: It is a GUI driven application. There are some tasks that require a lot of clicking. > > The ScopeStack team as a whole has been great to work with. They ensure your onboarding is smooth. If there are any questions or issues they are quick to respond, and resolve any issues. As the title states, we have standardized our projects (SOWs) across all lines of business and ensured all pricing is consistent. This gives us a single place for or pricing feedback loop, ensuring we are always functioning in the most efficient and cost effective manner. We can now provide accurate pricing in 15 minutes and a full executable SOW in under an hour. ----- ### "ScopeStack is a huge time saver\!" — 5.0/5 > **☁️ Ed** | *6 August 2026* | Information Technology & Services | Recommendation rating: 3.0/10 > > **Pros**: The ability of streamlining the scope definition processes. Being able to identify the sections that are required for your scope, standardizing services around those requirements then build and ago. I really like the blueprint functionality to save repeatable engagements as a template of sorts. > > **Cons**: When you generate multiple documents it generates a zip file with makes it more difficult to take those files and work with since you need to unzip first. > > Overall ScopeStack has increased my over all efficiency in the scope writing process. I would highly reccomend it. ----- ### "Decent product" — 3.0/5 > **Richard** | *8 March 2021* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: Lost of drop down boxes to speed up workflow Developer will attempt to accommodate requests for your line of business and work flow. Overall made the creation of Scope of work easier and our company now has a standard layout for scopes. Other staff has insight to what has been proposed and can reference job costs. > > **Cons**: Come across bugs that have to get resolved or worked around. Help now always available after hours when I'm working with it. > > Little slow figuring out the different ways to do thigs but after using it and asking questions I was able to get it working efficiently. ----- ### "Scope Stack Review" — 4.0/5 > **Johnny** | *11 August 2026* | Computer & Network Security | Recommendation rating: 7.0/10 > > **Pros**: I like being able to categorize all of the work into appropriate buckets to be able to have a top down view of my overall services business, including hours and margin numbers across the board. > > **Cons**: There are some UI inconsistencies that can a bit annoying (ie autosave vs save button in different locations), but can be worked around so not the end of the world. > > Overall the experience has been positive. Really like the ability to speed up writing time with the more routine/templatized services. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/108723/scopestack?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/108723/scopestack) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data