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IT Services CPQ Review

2

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Sales, Quote Management

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Description of IT Services CPQ

ScopeStack is a presales platform built by people from the IT services industry. We understand how it feels to spend hours scoping a project, cutting and pasting, and hunting down the required approvals. That's why we built our platform to take a complex process and create a simple and easy method for delivering quick and accurate statements of work.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

Convenient way for managing business operations

I like that they are able to do everything in one place - quotes/estimates etc., contract management (including contracts with customers), invoicing. They're also very friendly when you have questions or need help getting something set up! Some things could be improved such as having more options available during quote creation. For example, there doesn't seem to be an option between fixed price & hourly rates. Also, sometimes their system gets slow while working so if your website isn't fast…

Pros
  • Excellent customer service
  • Very responsive team at both sales support level AND technical implementation levels.
  • Good customizable toolset for easy use by non technical personnel
  • Great integration wth other systems used within my organization ecomerce portal is great; we'd love it better integrated into our ERP software but i'm sure its
Cons
  • So-so

Revainrating 5 out of 5

Convenient and easy to manage bookkeeping needs

I like that you can easily add in all your information at once instead if having multiple documents which makes things easier when submitting quotes or invoices as well! It would be nice there was an option where one could upload their logo but this may not always apply so maybe make sure before uploading? Not really anything bad about scope stack just yet they are still working out some kinks with making everything perfect however i am confident after using them now will continue use until…

Pros
  • Very user friendly
  • Easy to submit bids/invoicesto clients quickly without needing hours spent typing up various info, etc.
  • Allows for quick invoice payment through emailing directly from within system easy fast tracked payments compared other software we've used earlier; much more organized than our previous process!!!
  • Can send emails &amp vids immediately upon completionof tasks (to show results) rather then waiting months till project is complete +
Cons
  • Some disadvantages