Name: ScopeStack
Price: 200 USD
Author: ScopeStack

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Oracle CPQ

Oracle

Conga CPQ

Conga

ConnectWise CPQ

ConnectWise

Oracle Sales

SAP Sales Cloud

Experlogix CPQ (with e-Con CPQ)

Experlogix

QuoteWerks

Aspire Technologies, Inc.

IBM Sterling Configure, Price, Quote

Salesforce Revenue Cloud

Salesforce

Oracle CRM On Demand

### Project Management
Users consistently highlight ScopeStack's project management functionality as a key asset, emphasizing its ease of use and efficiency in creating detailed project documentation. While some users express minor frustrations with the user experience, overall, the platform is commended for streamlining project workflows and centralizing project-related information. The ability to standardize project scopes, pricing, and deliverables in a single location has significantly improved project management processes for many users, enabling quick and accurate pricing and streamlined project execution.

### Workflow Optimization
Users appreciate ScopeStack's workflow optimization features for streamlining processes and enhancing cost accountability and profitability. While the product is still in its early stages, users have noted ongoing development and improvements to address any issues encountered. Some users have suggested specific feature updates, such as auto-scaling text input blocks and more flexibility in the approval workflow selection process. Despite these minor concerns, ScopeStack's workflow optimization capabilities have generally been well-received by users.

### Template Utilization
Users have highlighted ScopeStack's template utilization as a key feature that streamlines their pre-sales documentation and Statements of Work processes. While some users initially found a slight learning curve with the templates, they have noted significant improvements over time. The platform's ability to standardize tasks and milestones with customizable options has been particularly praised, allowing for efficient and consistent project pricing and execution. Despite some minor interface quirks, users appreciate the time-saving benefits and flexibility offered by ScopeStack's template utilization functionality.

Abundance of drop-down boxes: Users have found the abundance of drop-down boxes in ScopeStack to significantly speed up their workflow, allowing them to quickly select options instead of manually inputting information. This feature has been mentioned by multiple reviewers as a time-saving tool.

Flexibility in accommodating specific requests: Reviewers have expressed satisfaction with ScopeStack's developer for their willingness to accommodate requests specific to their line of business and workflow. This high level of flexibility has been appreciated by users who value software that can be tailored to their individual needs.

Standardized layout for scopes of work: ScopeStack provides users with a standardized layout for creating scopes of work, improving consistency within companies. Multiple reviewers have praised this feature, stating that it makes the creation process easier and ensures all scopes follow a consistent format.

1. Bugs and technical issues: Some users have experienced bugs while using ScopeStack, leading to the need for resolution or workarounds. These issues have impacted the user experience and required additional effort to overcome.

2. Limited after-hours support: The availability of support outside regular business hours is limited, which has been inconvenient for users who rely on ScopeStack during those times. This lack of access to timely assistance can hinder productivity and problem-solving.

3. Integration and feature improvements needed: Reviewers have mentioned that ScopeStack is still in its early stages and would like to see improvements in terms of integration with other systems and the addition of new features. While issues are addressed quickly, there is a desire for further enhancements to enhance usability and functionality.

Basic

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

CPQ Pricing

ScopeStack

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

CPQ Software