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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 GleanQuote?

GleanQuote's CPQ engine simplifies the creation of complex quotes, enabling you to craft customized solutions for clients in mere minutes. It enhances the organization of sales and product knowledge into a cohesive method that drives your team toward the best outcomes for customers. Your team can create effective proposals effortlessly, utilizing a vast selection of fully customizable templates that showcase your services. Moreover, by integrating guiding frameworks and analytical tools into your sales processes, your team can stay focused and aligned with their goals, which boosts overall productivity. With these capabilities, GleanQuote not only speeds up the quoting process but also cultivates a more strategic environment for sales, ensuring your team is equipped to succeed. This comprehensive approach empowers your business to respond rapidly to client needs while maintaining a high standard of service.

Media

Media

Integrations Supported

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

Integrations Supported

Microsoft 365
Gmail
Google Calendar
Simplii
Unbounce

API Availability

Has API

API Availability

Pricing Information

$89/month
Free Trial Offered?

Pricing Information

$175 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Scopable

Date Founded

2023

Company Location

United States

Company Website

scopable.io

Company Facts

Organization Name

GleanView

Date Founded

2015

Company Location

United States

Company Website

gleanview.com

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

Quoting

Not specified

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