Scopable is an AI-powered configure-price-quote platform for MSPs that generates project scopes and quotes by pulling live data from PSA platforms, RMM tools and Microsoft 365, aiming to reduce underquoting.
Listing updated . Checked by MSP Software .
Scopable is a cloud-based AI-powered configure-price-quote platform from Scopable, designed for managed service providers seeking to improve quoting accuracy and reduce project margins erosion from underscoping. The platform addresses what the vendor describes as the primary challenge in MSP sales: underquoting projects due to incomplete scoping of client requirements. Scopable automates the scope and quote generation process by pulling live client environment data from connected PSA platforms (ConnectWise Manage is documented as live, with HaloPSA integration rolling out), RMM tools including NinjaOne, and Microsoft 365, then uses AI to generate detailed project scopes and quotes within minutes rather than the hours typically required for manual scoping.
Beyond quoting, Scopable offers vCIO assessment capabilities that allow MSPs to identify technology roadmap opportunities and security posture improvements for their clients. The platform also includes GRC and compliance assessment workflows to help MSPs surface compliance gaps and remediation opportunities that can become additional revenue. Scopable integrates with major MSP platforms including ConnectWise Manage for live data access, HaloPSA for PSA-level integration, NinjaOne for RMM data, and Microsoft 365 and Azure for cloud environment details. The vendor also integrates with major technology distributors including CDW, Ingram Micro and TD SYNNEX to support distributor catalogue lookups and pricing. The platform provides customizable quote templates and uses passkey-based authentication for secure access. Scopable operates as a cloud-only service with no on-premises deployment option. Trial-based access converts to paid subscriptions processed via Stripe once the evaluation period ends. MSPs evaluating Scopable should confirm the current status of integration support for their specific PSA platform and test how well the AI scoping aligns with their typical project types and complexity.
Scopable is an emerging AI-powered quoting tool aimed at reducing one of MSPs' most common mistakes: underquoting projects. The product is live and actively integrating with major PSA platforms (ConnectWise live, HaloPSA rolling out), making it worth evaluating for MSPs struggling with quote accuracy. Comparable vendors include QuoteWerks and Kaseya Quote Manager. Key things to check on a trial: how well the AI scoping matches your typical project types, whether your primary PSA platform is on the current integration roadmap if it is not yet live, and what level of customisation is available for quote templates and approval workflows.
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ConnectWise CPQ Quote automation from templates with live distributor pricing and PSA integration. No reviews yet All alternatives to Scopable| Feature | Supported | Note |
|---|---|---|
| Proposal and quote builder | yes | Create and send quotes with customizable templates using Quote Wizard |
| E-signature | unknown | |
| Live distributor catalogue and pricing | yes | Integrates with CDW, Ingram Micro, TD SYNNEX for pricing |
| CRM and pipeline tracking | yes | Client and contact management with favorites, photos and saved views |
| PSA integration | yes | Pulls live data from ConnectWise Manage and HaloPSA |
| Payment collection | unknown | |
| Quote templates | yes | Customizable quote templates |
| Approval workflow | unknown | |
| Recurring revenue quoting | unknown | |
| Product bundling | unknown | |
| Win-rate analytics | unknown | |
| Accounting integration | unknown |
Scopable pulls live client environment data from your PSA platform, including client configuration details from connected RMM tools like NinjaOne, Microsoft 365 environment details, and other asset information. The AI uses this real-time data to generate detailed project scopes and quotes automatically, aiming to reduce the underquoting problem caused by manual, incomplete scoping.
Scopable currently has live integration with ConnectWise Manage, allowing direct data access for quoting. HaloPSA integration is documented as rolling out. Additional PSA platforms are planned for future integration. MSPs should check the current integration status for their specific PSA before committing.
Scopable pricing is not published on the vendor's public website. The vendor offers a free early-access alpha program and a trial-based model before conversion to paid subscriptions. Interested MSPs should visit scopable.io/early-access to request access and discuss pricing with the vendor.
Scopable trial accounts convert to paid subscriptions processed via Stripe after the trial period ends. The specific pricing plans, subscription terms, billing frequency, and conversion process details should be confirmed during your trial experience or by contacting the vendor directly to discuss your organisation's requirements.
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