PSQuote vs. Scopable Comparison


PSQuote CLD Partners	Scopable
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PSQuote	Scopable
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PSQuote: About PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.	Scopable: About Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.
PSQuote: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Scopable: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
PSQuote: Audience Sales teams searching for a solution to manage their resources and improve their business operations	Scopable: Audience Managed Service Providers
PSQuote: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Scopable: Support Phone Support Supported 24/7 Live Support Supported Online Supported
PSQuote: API Offers API Not Supported	Scopable: API Offers API Supported
PSQuote: Screenshots and Videos View more images or videos	Scopable: Screenshots and Videos View more images or videos
PSQuote: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Scopable: Pricing $89/month Free Version Not Supported Free Trial Supported
PSQuote: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Scopable: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

PSQuote: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Scopable: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
PSQuote: Company Information CLD Partners United States www.cldpartners.com/solutions/cpq-for-services/	Scopable: Company Information Scopable Founded: 2023 United States scopable.io
PSQuote: Alternatives Experlogix CPQ Experlogix	Scopable: Alternatives ConnectWise CPQ ConnectWise 4.5 out of 5 stars
PSQuote: ConnectWise CPQ ConnectWise 4.5 out of 5 stars	Scopable: ScalePad Quoter ScalePad
PSQuote: eRep Revalize	Scopable: Salesbuildr
PSQuote: TeamGram	Scopable: Zomentum
PSQuote: Jetbuilt 1.0 out of 5 stars View All	Scopable: Strategy Overview View All
PSQuote: Categories CPQ Supported Proposal Management Supported Quoting Supported RFP Supported Sales Force Automation Supported	Scopable: Categories CPQ Supported MSP Supported Quoting Supported
PSQuote: CPQ Features 2D Drawing Not Supported 3D Modeling Not Supported Approval Workflow Not Supported eCommerce Not Supported Guided Selling Not Supported Product Configurator Not Supported Proposal Generation Not Supported Quotes / Estimates Supported Renewal Management Not Supported Self Service Portal Not Supported Quoting Features Automated Quoting Not Supported Catalog Management Not Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Not Supported Discount Management Not Supported Forms Creation Not Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Not Supported Show More Features Proposal Management Features Automatic Formatting Not Supported Calendar Management Not Supported Collaboration Not Supported Contact Management Supported Content Repository Not Supported Document Management Not Supported Electronic Signature Not Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Not Supported Templates Not Supported Version Control Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Not Supported Field Sales Management Not Supported Lead Management Not Supported Opportunity Management Not Supported Performance Metrics Not Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Not Supported	Scopable: CPQ Features 2D Drawing Not Supported 3D Modeling Not Supported Approval Workflow Supported eCommerce Not Supported Guided Selling Supported Product Configurator Supported Proposal Generation Supported Quotes / Estimates Supported Renewal Management Supported Self Service Portal Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Not Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Show More Features MSP Features Backup Management Not Supported Billing & Invoicing Not Supported CRM Supported Dashboard Supported Help Desk Not Supported Issue Management Not Supported Live Chat Not Supported Patch Management Not Supported Privileged Access Management (PAM) Not Supported Project Management Not Supported Remote Access Not Supported Remote Systems Monitoring Not Supported Scheduling Not Supported
PSQuote: Integrations Conga CLM Supported ConnectWise PSA Not Supported ConnectWise RMM Not Supported Google Not Supported HaloPSA Not Supported IT Glue Not Supported Ingram Micro Cloud Not Supported Microsoft 365 Not Supported Microsoft Azure Not Supported NinjaOne Not Supported Pax8 Not Supported Salesforce Supported Workday Services CPQ Supported Show More Integrations View All 4 Integrations	Scopable: Integrations Conga CLM Not Supported ConnectWise PSA Supported ConnectWise RMM Supported Google Supported HaloPSA Supported IT Glue Supported Ingram Micro Cloud Supported Microsoft 365 Supported Microsoft Azure Supported NinjaOne Supported Pax8 Supported Salesforce Not Supported Workday Services CPQ Not Supported Show More Integrations View All 10 Integrations
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