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Enterprise Layer Intelligence
Categories/Sales Enablement/ScopeStack - Services CPQ
ScopeStack - Services CPQ

ScopeStack - Services CPQ

Founded 2018

Generate accurate statements of work and price IT service projects in minutes

You can use ScopeStack to scope, price, and generate statements of work for IT projects. The system converts discovery questionnaires and project requirements into structured effort models and cost estimates. It integrates directly with CRMs and PSA tools like Salesforce, HubSpot, ConnectWise, and Autotask to keep project details synchronized. It also connects with Model Context Protocol agents like Claude and Microsoft Copilot Studio, letting teams query live project scoping data, identify missing technical requirements, and assemble draft contracts through conversational prompts.

What ScopeStack - Services CPQ does

Create statements of workBuild discovery questionnairesCalculate project labor hoursSync quotes to PSA systemsQuery scoping data with AIStandardize pricing modelsUpdate CRM deal stagesStatement of work generation directly from discovery answersPre-built integrations with ConnectWise and Autotask PSAModel Context Protocol support to link AI agents to scope recordsStandardized effort and labor cost calculation templatesTwo-way synchronization with Salesforce and HubSpot CRMsConversational querying of active project scope data via AIDiscovery questionnaire builder tailored for technical deployments

Frequently asked

SalesforceSalesforceHubSpotHubSpotConnectWiseConnectWiseClaudeClaudeCursorCursor

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ScopeStack, services CPQ, statement of work, SOW generator, IT service scoping, effort modeling, ConnectWise PSA, Autotask, Salesforce integration, HubSpot integration, Model Context Protocol, MCP, MSP quoting, professional services pricing, discovery questionnaires