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Description
Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.
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
No images available
Integrations
3D Source Product Configurator
Algonomy
Codeless Platforms Alerting Software
ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
LeanDNA
Microsoft 365
Microsoft Azure
Integrations
3D Source Product Configurator
Algonomy
Codeless Platforms Alerting Software
ConnectWise PSA
HaloPSA
IT Glue
Ingram Micro Cloud
LeanDNA
Microsoft 365
Microsoft Azure
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
Infor
Founded
1992
Country
United States
Website
www.infor.com/es-la/products/customer-experience-suite/cloudsuite-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 Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Visual Configuration
2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In
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
Alternatives
Alternatives
No Alternatives