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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Shops can accurately estimate quotes, win more jobs, and generate more profit. You can estimate with or without a 3D CAD model. Use industry-validated cost models that have been proven reliable to quickly estimate labor costs and times. Multiple quantities can be simultaneously estimated by simultaneously amortizing setup and other quantity-sensitive costs. A central database allows for real-time updates and fast retrieval and review all estimate data within the organization. Import tools allow mass uploading of manufacturing data, allowing for quick refreshes of quotes with the most recent information. Export tools are easy to use to create custom reports and links to other software such as ERP/MRP. It automatically generates a formal quotation and a series of management reports.

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 

Screenshots View All

Screenshots View All

Integrations

ConnectWise PSA No 
ConnectWise RMM No 
Google No 
HaloPSA No 
IT Glue No 
Ingram Micro Cloud No 
JobBOSS² Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Excel Yes 
NinjaOne No 
Pax8 No 

Integrations

ConnectWise PSA Yes 
ConnectWise RMM Yes 
Google Yes 
HaloPSA Yes 
IT Glue Yes 
Ingram Micro Cloud Yes 
JobBOSS² No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Excel No 
NinjaOne Yes 
Pax8 Yes 

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MTI Systems

Founded

1982

Country

United States

Website

www.mtisystems.com

Vendor Details

Company Name

Scopable

Founded

2023

Country

United States

Website

scopable.io

Product Features

Job Shop

Billing & Invoicing No 
Capacity Management No 
Job Costing Yes 
Job Tracking No 
Order Management No 
Purchasing No 
Quality Control No 
Quotes / Estimates Yes 
Scheduling No 
Shipping Management No 
Traceability No 
Work Order Management No 

Manufacturing

Accounting Integration No 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management No 
Quality Management No 
Quotes/Estimates Yes 
Reporting/Analytics No 
Safety Management No 
Shipping Management No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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 

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