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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

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.

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

Sales teams looking for a platform that streamlines all aspects of the sales process

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not 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

No information available.
Free Version Not Supported
Free Trial Not 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

WorkRails
Founded: 2016
United States
workrails.com

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

Scope

Scope

The Virtu Group
Quote Roller

Quote Roller

PandaDoc
Experlogix CPQ

Experlogix CPQ

Experlogix

Categories

CPQ Supported
MSP Supported
Quoting Supported

Categories

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

Conga Billing Not Supported
ConnectWise PSA Supported
ConnectWise RMM Supported
Docusign Not Supported
Google Supported
HaloPSA Supported
IT Glue Supported
Ingram Micro Cloud Supported
Microsoft 365 Supported
Microsoft Azure Supported
NetSuite Not Supported
NinjaOne Supported
Oracle Cloud CX Not Supported
Pax8 Supported
Salesforce Not Supported
Zuora Not Supported

Integrations

Conga Billing Supported
ConnectWise PSA Not Supported
ConnectWise RMM Not Supported
Docusign Supported
Google Not Supported
HaloPSA Not Supported
IT Glue Not Supported
Ingram Micro Cloud Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
NetSuite Supported
NinjaOne Not Supported
Oracle Cloud CX Supported
Pax8 Not Supported
Salesforce Supported
Zuora Supported
Claim Scopable and update features and information
Claim Scopable and update features and information
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