QuoteWerks

QuoteWerks

Aspire Technologies, Inc
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About

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies across all industries, including IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps

Audience

Managed Service Providers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Version
Free Trial

Pricing

$89/month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aspire Technologies, Inc
Founded: 1993
United States
www.quotewerks.com

Company Information

Scopable
Founded: 2023
United States
scopable.io

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Experlogix CPQ

Experlogix CPQ

Experlogix
Quote Roller

Quote Roller

PandaDoc
Infor CPQ

Infor CPQ

Infor

Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Integrations

ConnectWise PSA
Microsoft Azure
BrightGauge
CloudRadial
ConnectBooster
ConnectWise RMM
Datto RMM
Datto Workplace
DejaOffice CRM
DeskDirector
GoldMine CRM
HaloPSA
Microsoft Excel
NinjaOne
Pipedrive
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Salesforce

Integrations

ConnectWise PSA
Microsoft Azure
BrightGauge
CloudRadial
ConnectBooster
ConnectWise RMM
Datto RMM
Datto Workplace
DejaOffice CRM
DeskDirector
GoldMine CRM
HaloPSA
Microsoft Excel
NinjaOne
Pipedrive
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Salesforce
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