ScopeStack
Scopestack helps you close more service deals with a higher margin with less effort and reduced risk. It's a flexible solution that allows for a quick turnaround in service statements of work, while ensuring accuracy and proper approvals.
Scopestack helps you close more service deals with a higher margin with less effort and reduced risk. It's a flexible solution that allows for a quick turnaround in service statements of work, while ensuring accuracy and proper approvals.
Scopestack helps you close more service deals with a higher margin with less effort and reduced risk.
ScopeStack is a flexible solution that enables a quick turnaround in service statements of work, while ensuring accuracy and proper approvals.
CPQ Services
Configure
Create the configuration in minutes
Take advantage of pre-approved standard tasks
Customize to specific customer requirements
Price
Standard rate lists
Variable price based on limits
Price adjustments for unique customer opportunities
Quote
Opportunity approval workflow
Dynamic Job Generation Statement
CRM and PSA integration
ScopeStack Documentation
Dynamic SOW generation
Inclusion of approved configuration and pricing
Embedding standard language, including terms and conditions
Professional and consistent appearance at every opportunity
Work Demolish Structure
Export to Excel
Broken down by phase or line of business/practice
Includes all tasks and subtasks
Price Analysis
Detailing feature level, price, cost, and margin
Sort by phase or line of business/practice
Visibility of general items and travel expenses
ScopeStack Workflow
Project approval
Technical Approval: Make sure the design is technically sound
Sales approval: make sure you have competitive prices
Business approval: Make sure the project is aligned with the financial goals of the business.
Release Management
Track all versions of a project
Track changes between multiple versions of the same project
Change audit history
Task Approval
Internally provided task language and effort level
Standards are created and approved for the organization to use
Drive consistency by task and effort level
Integrations
CRM
Synchronize customer information from the CRM opportunity to the project scope
Stop simple mistakes, such as typing the customer name incorrectly
Drive service revenue with scope back to CRM
PSA
Drive consistency, synchronizing division of work to PSA
Deliver more profitable projects with PSA integration
Save PMO time by automatically creating tasks in PSA
SSO Support
Integrate with leading identity providers
Automate user creation
Impulse Compliance
Dashboard and reports
Analytics
Identify where engineers are spending their time
Understand which customers are requesting more services
Measure the activity of the engineer
Profitability
Better service pipeline forecasting
Track average margin per project
Ensure project profitability is aligned with business objectives
Visibility
Gain visibility into how long projects are taking to get approved
Visually track service pipeline activity over a period of time
Determine if the Projects You Are Defining Are Actually Closing
System Requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD/SSD: 50 GB of free space on main drive
Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit
Resolution: 1024×768
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