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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.

About

Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.

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

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

Audience

Managed Service Providers

Audience

Small and mid-sized businesses that want to replace spreadsheets with a modular system to manage sales, inventory, and operations more efficiently in one connected platform

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$89/month
Free Version Not Supported
Free Trial Supported

Pricing

$19 per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Scopable
Founded: 2023
United States
scopable.io

Company Information

Tidy3
Founded: 2010
New Zealand
tidy3.com

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

eRep

eRep

Revalize
Quote Roller

Quote Roller

PandaDoc

Categories

CPQ Supported
MSP Supported
Quoting Supported

Categories

CPQ Supported
CRM Supported
eCommerce Tools Supported
ERP Supported
Quoting Supported

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

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

Integrations

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
Xero Not Supported

Integrations

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
Xero Supported
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Claim Scopable and update features and information
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