--- title: "SCOPE Better Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SCOPE Better Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/161696/Scope/" page_type: "product" language: "en" --- # SCOPE Better Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SCOPE Better ## What is SCOPE Better? SCOPE Better, an award-winning PSA & CPQ platform, is designed for Professional Services Businesses like IT Services, Management Consultants, A&E Firms, and Advertising Agencies. MARGIN GAINS: Our 'Service Book’ feature' ensures profitable pricing, eliminates spreadsheet errors, and provides visibility into predicted margins. FASTER: Streamline the creation of Statements of Work (SOWs) with templated scopes and auto-generated documents, saving time and effort. AUTOMATION & ACCURACY: Replace manual processes with an automated system, improving quote accuracy and compliance. COLLABORATION: Maximize sales opportunities by collaborating in real-time on SOWs, inviting team members easily, and gaining visibility into scopes and structures. INTEGRATED: Connect SCOPE Better seamlessly to your tech stack, syncing data from ERPs, and eliminating manual re-entry for a streamlined process. ## What is SCOPE Better used for? [CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £66 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SCOPE Better?[Manage this product listing](https://www.g2.com/products/scope-better/claim_requests/new?auto=true) ## SCOPE Better Overview Updated September 2026 AI summary SCOPE Better supports businesses of all sizes in managing quoting and proposal processes through its cloud-based platform. It covers CPQ, professional services automation, and proposal management needs with features such as automated quoting, pricing calculations, document management, and electronic signatures. Notable capabilities include customizable templates, approval workflows, API access, and integration options to fit varied operational requirements. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SCOPE Better 4.5 (4) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price £66 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (4) Ease Of Use 4.4 (261) Value For Money 5.0 (2) Value For Money 4.3 (217) Customer Service 5.0 (2) Customer Service 4.3 (231) ## SCOPE Better alternatives [Scoro](https://www.capterra.com/p/142042/Scoro/) [4.5 (263)](https://www.capterra.com/p/142042/Scoro/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/142042/Scoro/) [Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) [4.1 (411)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/) Starting price $7500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227232/Sage-100cloud/) [Merkato](https://www.capterra.com/p/161027/Merkato/) [4.1 (15)](https://www.capterra.com/p/161027/Merkato/reviews/) Starting price $15000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161027/Merkato/) Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153794/Better-Proposals/) ## FAQs about SCOPE Better Overview ### What company size and specific industries is SCOPE Better built for? SCOPE Better is designed for professional services businesses of any size that bill complex projects with intricate pricing. It is best suited for consulting, agencies, and other service-based firms that need to manage detailed pricing structures and project billing rather than standard product sales. Features and Usability ### What are the key features of SCOPE Better? SCOPE Better offers quoting and proposal generation, including automated quoting, dynamic quoting, estimates, and RFP management. It also includes project management features like task management, Gantt/timeline view, progress tracking, and multiple projects, plus billing and pricing tools, CRM and ERP integrations, approvals, and audit trail. Integrations ### Which third-party tools and platforms does SCOPE Better integrate with? SCOPE Better integrates with six third-party tools, including Docusign, Okta, Smartsheet, TrafficLIVE, Workato, and Xero. These catalog integrations cover document signing, identity management, project tracking, automation, and accounting connections. Getting Started and Support ### What training and onboarding options does SCOPE Better offer? SCOPE Better provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars offer scheduled group learning, and documentation and videos provide self-paced reference material for reviewing features and steps. Getting Started and Support ### What customer support options does SCOPE Better offer? SCOPE Better provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Support quality is not described in reviewer feedback here, so no claims can be made about response speed, helpfulness, or common issues. Users should expect the listed channels as the available support options. ## Features AI summary Based on 1,847 Quoting reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) SCOPE Better supports all three of the features reviewers rate most highly: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices in one place, and calculate pricing with more consistency, allowing teams to move from estimate to payment with fewer errors and better control. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases SCOPE Better 73 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - CPQ Integration: Push and pull data from quote applications to build proposals. - CRM Integration: Integration with third-party CRM systems - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Quoting: Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior - Electronic Signature: Digitally sign online documents - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Guided Selling: A process designed for sellers to guide them through the entire selling process - Multi-Currency: Manage and handle various international currencies - Multiple Projects: Ability to handle several projects simultaneously - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Administration: Can easily build and maintain pricing logic required by business - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Rules Engine: It is a logic or a condition that executes business rules in a runtime production environment - Sales: Identify sales opportunities and manage leads pipelines by customer or region. - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Configuration: Configuration of custom product parts by using 2D &3D visualizations - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (4) 4.0 Based on 4 reviews ## Pricing Value for money 5.0 (2) Bronze £66.00 Per User,Per Month Silver £60.00 Per User,Per Month Gold £52.00 Per User,Per Month Custom Contact Vendor for Pricing Value for money 5.0 (2) 5.0 Based on 2 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Okta](https://www.capterra.com/p/119653/Okta/)[ Workato](https://www.capterra.com/p/148729/Workato/)[ Deltek TrafficLIVE](https://www.capterra.com/p/10002275/TrafficLIVE/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 4 reviews Filter by rating 5(3) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Head Of Client Services Marketing and Advertising ### "Useful software, very customisable, but lack of online signing is a huge miss" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 October 18, 2018 Pros drag and drop functionality is good, range of services you can build a scope from is good Cons The lack of an online signing mechanism makes hours of more work for clients and us. For a lot of my dayd to day scope needs, the benchmarks aren't particularly accurate to my experience, so need quite a lot of altering. Erroneous roles popping up in odd projects - for example some planning presentations have oodles of designers and social specialists, but no planners. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor October 26, 2018 Thank you for your review. We have DocuSign, signing of Scopes coming in a future release. This is scheduled to be live in Scope the 1st week in November 2018. This will allow your clients to sign Scopes online. Also you can save and edit the roles that are showing up in your data derived deliverables - and the system will learn and remove these for future deliverables. We can also look at the mapping of roles. Suggest you ask your System champion to get in touch with our support team so we can step you over this and then cover off with yourself and your teams. We look forward to hearing back once you start using the DocuSign feature. All the best. The Scope team Melanie L. Head of Operations Marketing and Advertising ### "Great tool for creating realistic estimates" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 12, 2018 It was great to be involved in the early stages of Scope. The Scope team were really open to develop the platform and tailor it for our business needs. As an agency we quickly identified where we were previously undercharging clients for certain deliverables. Pros Scope encourages you to think about the real value of the product/project you're delivering for your clients as well as the granular tasks involved in that delivery - helping you to put together a much more realistic estimate. It also integrated with our timesheet software to help us track actual time spent against estimate to get a real understanding of where we were potentially undercharging clients. Scope's ScopeMark also aims to offer an industry benchmark - with the aim of helping make the procurement process with clients more straightforward. Cons It could be time consuming to build a Scope but the exercise encouraged Account Managers and Producers to consider every stage and task of the project - making quotes much realistic and ensuring that valuable items/resource needed to deliver the project were not missed from the estimate. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User atomic hardware Accounting ### "Use Scope to scoop more customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2018 this is among the best advertising software i have ever used Pros i love the way the software displays their advertising. Cons The software is a little bit expensive though i would love if they would offer it in a less cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 4, 2018 Thank you very much for your review of Scope. We have offers from time to time so would like to contact you about that, and if you change plans please speak to us on what we could do. MH Matt H. COO ### "Excellent product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 18, 2018 Pros Ease of use and UI. Plus the idea behind the project is so simple yet so perfect for the industry. We have already used it to increase chargeable activity and pick up on over servicing. Cons Sometimes takes a while to build a scope but the detail is important, overall though an excellent product. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor May 25, 2018 Thanks for the Feedback Matt. The team at Scope really appreciate it. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.