Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
It's important to recognize that while CPQSync from Cincom may be a newcomer, the company itself boasts over half a century of experience and has been a player in the CPQ sector for around 25 years. This extensive history—comprising both achievements and setbacks—has shaped the creation of CPQSync, infusing it with valuable insights and knowledge. The integration of seasoned expertise with innovative, forward-looking ideas ensures that users and clients receive meaningful solutions that truly benefit them. CPQSync stands out as both a cloud-native and Microsoft Azure-native offering, marking a significant milestone for Cincom! The decision to transition to the cloud was driven by our commitment to enhancing customer experiences, both in terms of quality and variety. This cloud-based approach not only provides us with greater flexibility in our product vision but also enables us to adapt to shifting customer needs as the market landscape changes over time. Ultimately, this evolution reflects our dedication to continuous improvement and customer satisfaction.
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
Yes
API Access
Has API
Yes
Integrations
Microsoft Azure
Yes
ConnectWise PSA
No
ConnectWise RMM
No
Google
No
HaloPSA
No
IT Glue
No
Ingram Micro Cloud
No
Microsoft 365
No
Microsoft Dynamics 365
Yes
Microsoft Power Automate
Yes
Integrations
Microsoft Azure
Yes
ConnectWise PSA
Yes
ConnectWise RMM
Yes
Google
Yes
HaloPSA
Yes
IT Glue
Yes
Ingram Micro Cloud
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
No
Microsoft Power Automate
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$89/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cincom Systems
Founded
1968
Country
United States
Website
www.cincom.com/us/products/cpqsync
Vendor Details
Company Name
Scopable
Founded
2023
Country
United States
Website
scopable.io
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
Yes
Dashboard
Yes
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
No
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes