ScopeStack vs. WorkflowMax Comparison


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No proofing required. 33 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,265 Ratings Visit Website optivalue.ai Cut response times by up to 90%. Optivalue.ai automates information discovery and drafting, freeing experts for the high-impact personalization that wins bids. 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About Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.	About If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Professional services, technology services, managed services, cloud services	Audience Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $500 per month Free Version Free Trial	Pricing $33/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information ScopeStack Founded: 2017 United States scopestack.io	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
Alternatives Scoro	Alternatives Scoro
Scope The Virtu Group	JGID
Talewind	Zigaflow
WorkRails	BigTime BigTime Software
Expedience Software View All	Cyanic Job Book Cyanic Automation View All
Categories CPQ Document Generation IT Project Management IT Service Job Costing Proposal Management RFP Sales Enablement	Categories Architecture Billing and Invoicing Construction Management Job Costing Legal Time Tracking Project Management Proposal Management Quoting Subcontractor Time and Expense Time Tracking Workflow Management
Job Costing Features Bills of Material Budgeting & Forecasting Change Orders Cost-to-Completion Tracking Invoice Management Overrun Reporting Percent-Complete Tracking Production Cost Tracking Purchase Order Management Quotes / Estimates Time Tracking Work Order Management Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Show More Features CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates IT Project Management Features Bug Tracking Issue Management Milestone Tracking Percent-Complete Tracking Portfolio Management Prioritization Product Roadmapping Requirements Management Resource Management Status Tracking Supports Agile Supports Scrum Task Management Testing / QA Management Time & Expense Tracking IT Service Features Contract Management Incident Management IT Asset Management Knowledge Management Release Management Self Service Portal Service Catalog Service Reporting Ticket Management RFP Features Bid Management Collaboration Content Management Data Import / Export Due Date Tracking Knowledge Library Progress Tracking Requirements Management RFP Creation RFP Responding Task Management Templates Vendor Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management	Job Costing Features Bills of Material Budgeting & Forecasting Change Orders Cost-to-Completion Tracking Invoice Management Overrun Reporting Percent-Complete Tracking Production Cost Tracking Purchase Order Management Quotes / Estimates Time Tracking Work Order Management Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Show More Features Architecture Features 2D Drawing 3D Modeling Bills of material BIM Modeling Building Information Modeling Client Management Contact Management Contract Management Document Management Drafting Manufacturing Design Data Presentation Tools Project Management Proposal Management Quotes/Proposals Visualization / Presentation Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Time and Expense Features Activity Tracking Billable Hours Tracking Billing Rate Management Expense Tracking Invoice Processing Multiple Billing Rates Project Tracking Reimbursement Management Time Tracking by Client Time Tracking by Project Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration
Integrations HubSpot CRM HubSpot Customer Platform Bookkeeper360 Datameer Dropbox Exsalerate CRM Freshservice Google Drive MYOB Oncord PayHero Peaka Rippling Runn Salesforce Shift Time Doctor WebRezPro Xero iPayroll Show More Integrations View All 2 Integrations	Integrations HubSpot CRM HubSpot Customer Platform Bookkeeper360 Datameer Dropbox Exsalerate CRM Freshservice Google Drive MYOB Oncord PayHero Peaka Rippling Runn Salesforce Shift Time Doctor WebRezPro Xero iPayroll Show More Integrations View All 32 Integrations
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