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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Consider the potential boost in revenue if your customer-facing teams were equipped with a more efficient and intelligent configuration, pricing, and quoting (CPQ) application that enables them to finalize contracts in real-time. This CPQ solution offers extensive functionalities for configuring products and services, determining prices, generating quotes, and managing approvals, all while seamlessly connecting with your backend systems like CRM, ERP, and customer support platforms. It simplifies the process of crafting tailored quotes and proposals for each sales opportunity. Additionally, the smart wizard feature automatically fills in quotes by recognizing patterns from previous customer interactions or project similarities, including applicable discounts and promotional offers. By streamlining these processes, you enhance not only efficiency but also overall customer satisfaction and engagement.

Description

Scopable is a software-as-a-service (SaaS) platform that offers quoting and assessment solutions specifically designed for managed service providers (MSPs). It seamlessly connects with existing systems utilized by MSPs, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while extracting real-time client information including endpoints, configurations, security status, and details from 365 tenants. Utilizing this information, Scopable conducts automated evaluations that assess each client’s environment, identifying security and compliance vulnerabilities, and creating a prioritized technology roadmap complete with cost estimates. This roadmap informs a quoting engine that produces margin-protected proposals based on the MSP's pricing structure, incorporating automated estimates for both labor and hardware that adjust as project scopes evolve. The generated proposals are accessible via a client portal where e-signatures can be obtained, and they synchronize back to the PSA for streamlined management. Additionally, the platform features natural-language processing for client inquiries, maintains CRM records, tracks governance, risk, and compliance (GRC), and facilitates workflow automation. Currently, Scopable is in a limited early-access phase, inviting select users to experience its capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8

Integrations

ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MobileForce Software

Country

United States

Website

mobileforcesoftware.com/products-cx-cpq/

Vendor Details

Company Name

Scopable

Founded

2023

Country

United States

Website

scopable.io

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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