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Description
One of the key advantages of this feature is that your organization will consistently access the latest pricing information, models, and options from manufacturers within the program. Thanks to our strong partnerships with manufacturers, we can efficiently implement automated updates for price books and manufacturer data, eliminating any uncertainty about whether you’re generating quotes and orders based on accurate information and pricing. These updates are regularly integrated into the software, and often, they are available on the same day as the manufacturer’s release. Moreover, SRA ensures that any software improvements and changes are automatically updated, allowing you to benefit from the latest version and features available. Beyond just manufacturer and software updates, SRA also provides the capability to remotely distribute and refresh dealer data and media for all users within your organization, enhancing overall functionality and user experience. This ensures that your team's workflow remains seamless and efficient, minimizing disruptions that could arise from outdated information.
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
Integrations
ConnectWise PSA
No
ConnectWise RMM
No
Google
No
HaloPSA
No
IT Glue
No
Ingram Micro Cloud
No
Microsoft 365
No
Microsoft Azure
No
NinjaOne
No
Pax8
No
Integrations
ConnectWise PSA
Yes
ConnectWise RMM
Yes
Google
Yes
HaloPSA
Yes
IT Glue
Yes
Ingram Micro Cloud
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Yosemite Software Solutions
Founded
1994
Country
United States
Website
yosemitesoftware.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
No
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
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
