Frequently Asked Questions

SCOPE is a CPQ (configure, price, quote) platform for professional services businesses.  If you sell hours, role, rates or people it can seamlessly scaling your estimating, pricing & proposal process.  It will make scoping faster, more consistent, and accurate. SCOPE’s superpower is margin management & improvement.  It also integrates with leading ERP, BI, PMO and CRM tools to remove manual links and data entry.  Breaking you free of the manual mess of Excel sheets, Google docs and Word  templates.    

Pricing can be delivered a number of ways. Whether you use time-and-materials, fixed-price, cost plus, outcome-based, t-shirt sizing or a combination. SCOPE can help you to have a single source of truth for pricing in your businessWith services, reducing the price often means changes in scope, timeline, or resources, which impacts risk, not just marginContrary to popular belief, Services teams don’t quote resources, but rather, they quote skills. Required skills vary considerably from quote to quote and from resource to resource, even when the resources share the same title.  Until recently, CPQ software was designed only for product and manufacturing companies, not services-focused operationsWith not all CPQ products being equal.  SCOPE uniquely deals with complex professional service businesses in an easy to use and clear way. 

Pricing and quoting for professional services can be as simple as a block of hours or a line item with a price, but it can also be very complexIt might involve multiple ratecards based on teams locations, experience, or fee. It could include project phases and stages that change from opportunity to opportunity. It can require adjusting the hours on the project timeline to reflect the unique requirements of an opportunitySCOPE natively captures the valuable details of all quotes and turns those details into always available, always updated, valuable information via dashboards and reports.

SCOPE can easily and seamlessly integrate with your existing systemsWe love to ensuring a smooth flow of data across your current invested tech ecosystem– see our integrations page for more detail. 

Absolutely! SCOPE is highly customizableIt is deigned to allowi you to tailor the software to your specific business requirements and workflows. 

Yes, SCOPE is designed to handle complex service configurations. Its intuitive drag and drop scope builder can empower you to configure even the most intricate service offerings effortlessly. 

With SCOPE, you can easily generate a complex quote in minutes. The software simplifies the quoting process with customizable templates, automated approval workflows, and real-time data integration. 

The SCOPE team provides a comprehensive support and training program to ensure a smooth and fast implementation. We have a clear methodology based on a shared implementation approachWe empower your teams to use SCOPEOur onboarding support will help you to maximize the benefits of SCOPE – fast. 

Absolutely! SCOPE is a cloud-based solution, allowing you to access the software from any device with an internet connection, regardless of your location. 

SCOPE caters to a wide range of project-driven or retainer based services industries, including but not limited to Architecture & Engineering, Creative Agencies, IT Services, Legal Firms, Management Consulting.

Yes, data security is a top priority for SCOPE. The software has robust security measures to ensure the confidentiality, integrity, and availability of your data. 



Make Pricing your Superpower

Solve The Pricing Problem and ensure your team quote the right price every single time.