ScopeStack Information

ScopeStack is a Services CPQ platform purpose-built for organizations that sell and deliver complex IT services. Managed service providers (MSPs), value-added resellers (VARs), systems integrators, and digital transformation consultancies use ScopeStack to standardize how services are scoped, priced, approved, documented, and handed off to delivery. ScopeStack turns your team's expertise into reusable infrastructure: service catalogs, guided discovery surveys, effort models, dependencies, assumptions, exclusions, pricing rules, and approval workflows. Sales and presales teams can generate accurate, brand-consistent statements of work in minutes instead of rebuilding each scope in spreadsheets and Word documents. The platform connects to CRM and PSA systems including Salesforce, HubSpot, ConnectWise, and Autotask, helping project context move from opportunity through approval and into delivery. 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 existing role-based permissions. ScopeStack is not a generic product CPQ, proposal tool, CRM, or PSA. It is the presales and scoping layer that connects what your team sells to what your team delivers.