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Description

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ConnectWise PSA Yes 
Microsoft Azure Yes 
Act! Yes 
Amazon Web Services (AWS) Yes 
Codeless Platforms Alerting Software Yes 
ConnectWise RMM No 
Datto RMM Yes 
Gmail Yes 
GoldMine CRM Yes 
HaloPSA No 
IT Glue No 
Kaseya BMS Yes 
Kaseya VSA Yes 
Maximizer CRM Yes 
NinjaOne No 
QuickBooks Online Yes 
Rev.io PSA Yes 
Salesforce Yes 
Strategy Overview Yes 
Wise-Pay Yes 

Integrations

ConnectWise PSA Yes 
Microsoft Azure Yes 
Act! No 
Amazon Web Services (AWS) No 
Codeless Platforms Alerting Software No 
ConnectWise RMM Yes 
Datto RMM No 
Gmail No 
GoldMine CRM No 
HaloPSA Yes 
IT Glue Yes 
Kaseya BMS No 
Kaseya VSA No 
Maximizer CRM No 
NinjaOne Yes 
QuickBooks Online No 
Rev.io PSA No 
Salesforce No 
Strategy Overview No 
Wise-Pay No 

Pricing Details

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Trial Yes 
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

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Vendor Details

Company Name

Scopable

Founded

2023

Country

United States

Website

scopable.io

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 No 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
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 Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
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 

Alternatives

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
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ConnectWise
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Experlogix CPQ

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