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What is Scopable?

Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

What is CPQSync?

While CPQSync from Cincom is relatively new to the market, the company itself has a rich legacy of over fifty years and has been involved in the CPQ field for approximately 25 years. This wealth of experience, which includes both triumphs and challenges, has played a crucial role in informing the development of CPQSync, allowing it to be enriched with significant insights and expertise. The combination of this seasoned knowledge with fresh, innovative concepts guarantees that users and clients benefit from impactful solutions tailored to their needs. CPQSync distinguishes itself as a solution that is both cloud-native and specifically designed for Microsoft Azure, representing a noteworthy advancement for Cincom. The shift to a cloud environment was motivated by our unwavering commitment to improving customer experiences regarding both quality and diversity of services offered. This cloud-centric strategy not only enhances our flexibility in product development but also allows us to respond effectively to evolving customer demands as the market continues to shift. Moreover, this transformation highlights our ongoing dedication to enhancing our offerings and ensuring customer satisfaction remains at the forefront of our mission. As a result, we are poised to meet future challenges with confidence and agility.

Media

Media

Integrations Supported

Microsoft Azure
ConnectWise PSA
ConnectWise RMM
Google
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
NinjaOne
Pax8

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
Microsoft Power Automate
Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

$89/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Scopable

Date Founded

2023

Company Location

United States

Company Website

scopable.io

Company Facts

Organization Name

Cincom Systems

Date Founded

1968

Company Location

United States

Company Website

www.cincom.com/us/products/cpqsync

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

MSP

CRM
Dashboard

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CPQ

Not specified

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