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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 PSQuote?

PSQuote seamlessly addresses the challenges present in Configure, Price, Quote (CPQ) processes specifically designed for service offerings. This innovative solution provides an integrated framework for quoting professional services, enabling you to prioritize service delivery over the complexities of the quoting process. Relying on spreadsheets for estimates instead of leveraging Salesforce can create a fragmented experience, causing a divide between sales and service delivery. Such disconnections frequently lead to revenue loss, where potential gains slip away unnoticed. Furthermore, this approach complicates tracking the consistency between what has been sold and what is ultimately delivered to clients. Acknowledging these issues, we are dedicated to offering a more effective solution tailored to your requirements. With PSQuote, you can automate and enhance your quoting workflows, ensuring precise estimates and quotes for services. The platform ensures a seamless transition from the sales phase to service delivery, providing a comprehensive view of operations from initial estimation to final execution. Additionally, it improves forecasting accuracy and supplies critical insights for demand planning. By equipping your sales team to generate service quotes that align with your delivery processes, PSQuote embodies years of expertise in creating customized quoting tools for a diverse clientele. Embrace the transformation in how you handle service quotations with PSQuote, and witness a significant enhancement in your operational efficiency and revenue management. With our solution, your business can achieve a level of coherence that was previously elusive, ultimately driving growth and customer satisfaction.

Media

Media

Integrations Supported

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

Integrations Supported

Conga CLM
Salesforce
Workday Services CPQ

API Availability

Has API

API Availability

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
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Scopable

Date Founded

2023

Company Location

United States

Company Website

scopable.io

Company Facts

Organization Name

CLD Partners

Company Location

United States

Company Website

www.cldpartners.com/solutions/cpq-for-services/

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

Quotes / Estimates

Proposal Management

Contact Management

Quoting

Contact Management

RFP

Not specified

Sales Force Automation

Contact Management

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