Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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