Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.
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
DynaMaker
Yes
Google
No
HaloPSA
No
IT Glue
No
Ingram Micro Cloud
No
Microsoft 365
No
Microsoft Azure
No
Microsoft Dynamics 365
Yes
Integrations
ConnectWise PSA
Yes
ConnectWise RMM
Yes
DynaMaker
No
Google
Yes
HaloPSA
Yes
IT Glue
Yes
Ingram Micro Cloud
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Dynamics 365
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
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
Yes
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
Experlogix
Founded
2002
Country
United States, Netherlands
Website
www.experlogix.com
Vendor Details
Company Name
Scopable
Founded
2023
Country
United States
Website
scopable.io
Product Features
CPQ
2D Drawing
Yes
3D Modeling
Yes
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
Yes
Product Configurator
2D Drawing
Yes
3D Modeling
Yes
Analysis & Constraints
Yes
Custom Pricing Options
Yes
Inventory Management
Yes
Recommendation Engine
Yes
eCommerce
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
No
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
Yes
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
Yes
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
Yes
Performance Metrics
No
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Visual Configuration
2D Configuration
Yes
3D Configuration
Yes
CPQ Integration
Yes
Custom Pricing Options
Yes
Documentation
Yes
Dynamic Environments
Yes
Nonvisual Support
No
Saved Versions
No
Zoom In
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