Scopable vs ConnectWise Sell (CPQ): Which MSP Quoting Tool Actually Fits?
Last updated: April 2026
ConnectWise CPQ vs Scopable for MSP teams comparing quoting speed, pricing clarity, and assessment-driven workflow fit.
ConnectWise CPQ vs Scopable: quick overview
ConnectWise CPQ (formerly ConnectWise Sell, formerly Quosal) is a common default for MSPs already running ConnectWise PSA. If you are evaluating a ConnectWise Sell alternative, the real question is not feature count. It is whether you need a standalone CPQ or a quoting workflow that includes assessment and roadmap context.
ConnectWise CPQ is a dedicated Configure-Price-Quote tool. It helps teams build and send quotes with distributor pricing and product catalog coverage.
Scopable is an AI-powered quoting and assessment platform for MSPs. It pulls live data from your RMM, PSA, and Microsoft 365, then builds risk assessments, compliance gap analysis, roadmaps, and margin-protected quotes in one workflow.
Feature comparison
| Feature | ConnectWise Sell (CPQ) | Scopable |
|---|---|---|
| Quote creation | Yes, template-based | Yes, AI-assisted with live data |
| Recurring revenue quoting | Yes | Yes |
| Hardware and product quoting | Yes, with distributor pricing | Yes, with custom pricing rules |
| Real-time distributor pricing | Yes, built-in | Roadmap |
| E-signature | Yes, built-in (Order Porter) | Yes, built-in |
| Client-facing portal | Yes (Order Porter) | Yes |
| Quote approval workflows | Yes (Standard and Premium) | Yes |
| Guided selling | Yes (Standard and Premium) | Yes, AI-driven |
| ConnectWise PSA integration | Yes, native | Yes |
| HaloPSA integration | No | Yes (alpha) |
| Autotask integration | Yes | Roadmap |
| Automated client assessments | No | Yes, live RMM, PSA, and M365 data |
| Risk scoring | No | Yes, generated from client data |
| Compliance gap analysis | No | Yes, HIPAA/CMMC/SOC 2/PCI |
| Roadmap generation | No | Yes, 12-month plans with costs |
| vCIO and QBR delivery tools | No | Yes |
| AI-powered quote building | No | Yes |
| Margin protection and analysis | Basic pricing rules | Per-deal margin projections |
| Electronic distributor ordering | Yes | No (not yet) |
| Product catalog | Yes (Etilize) | No |
| Procurement automation | Yes (Premium) | Roadmap |
| CRM integrations | Salesforce and Dynamics | PSA-focused |
| Mobile quoting | Yes | Yes (web-based) |
What ConnectWise Sell (CPQ) does well
ConnectWise CPQ is strongest in distributor integrations, hardware-heavy quoting workflows, and procurement automation. Teams that rely on Ingram, TD SYNNEX, Dell, and deep product catalogs often value how quickly they can source, price, and order products inside one tool.
Where Scopable is different
Scopable focuses on assessment-driven managed services quoting. It starts earlier in the workflow by analyzing live client data, then carries that context through risk scoring, compliance gap analysis, roadmap planning, and quote generation. That helps MSP teams tie quoting to vCIO delivery instead of treating it like an isolated template task.
Where ConnectWise CPQ wins
Distributor integrations are deep and practical. Teams can search vendor catalogs, compare pricing across distributors, and submit electronic purchase orders directly from a quote.
Product catalog depth is strong. The Etilize catalog provides part numbers, specifications, and product metadata that hardware-focused teams rely on every day.
Procurement workflows are mature in Premium tier. Quote-to-order-to-fulfillment flows are well-defined for product-driven MSP and VAR motions.
CRM coverage is broad, including Salesforce, NetSuite, Dynamics, ConnectWise PSA, and Autotask.
Where Scopable wins
Assessment-to-quote workflow is the core differentiator. Scopable pulls live RMM, PSA, and Microsoft 365 data, generates risk and compliance insights, builds a roadmap, then turns that context into a quote.
vCIO and QBR delivery are built in. You can carry assessment findings, roadmap priorities, and quote rationale into client strategy conversations without manual copy/paste across tools.
AI-assisted quoting reduces missing scope and margin blind spots before proposals go out.
Managed services quoting is faster when the platform already understands the client state and required remediation path.
ConnectWise CPQ vs Scopable: pricing
| Source | Estimated CPQ price |
|---|---|
| Vendr (anonymized deal data, 2025-2026) | $50-85/user/month for 5-15 CPQ users |
| checkthat.ai (third-party analysis, Mar 2026) | $60-85/user/month for mid-market MSPs |
| SoftwareAdvice listing | Starting at $39/month (likely Basic tier) |
- •ConnectWise CPQ tiers are Basic (3 users max), Standard (unlimited users + guided selling + catalog), and Premium (adds procurement automation and approvals).
- •Implementation commonly starts around $3,000, and first-year total cost can exceed base licensing by 40-80 percent depending on services and rollout complexity.
- •Scopable is currently free in early access with no credit card or sales call requirement.
Useful next steps
Who should use ConnectWise Sell (CPQ)
- •You are deep in the ConnectWise stack and already quote large hardware baskets.
- •You need distributor punch-outs, product catalog depth, and procurement automation today.
- •Your sales process depends on Salesforce or Dynamics alongside PSA workflows.
Who should use Scopable
- •You sell managed services and want quoting tied to assessments and roadmap delivery.
- •You run vCIO and QBR motions and need a workflow that carries context from discovery to proposal.
- •You want to start quoting quickly without a multi-week implementation project.
- •You need HaloPSA support while keeping ConnectWise compatibility for mixed customer bases.
Switching from ConnectWise Sell (CPQ) to Scopable
What transfers: Client context usually comes from your PSA, not from CPQ history. Quote history can stay in ConnectWise CPQ while you export any records you need before cancellation.
What to set up: Plan time for catalog and pricing configuration in Scopable, especially if you manage a large hardware catalog.
Timeline: Most MSP teams can quote managed services in Scopable within a day after signup and PSA connection.
The honest take
ConnectWise CPQ remains one of the strongest options for hardware quoting and distributor-driven procurement workflows.
Scopable is the better fit when your bottleneck is scoping, assessment, and strategic roadmap delivery before and after the quote.
Many MSPs run both tools while they modernize their managed services quoting motion.
Switching considerations
- •If distributor pricing and procurement automation are non-negotiable today, keep ConnectWise CPQ in the stack while piloting Scopable for managed services.
- •If your team spends more time figuring out scope than formatting proposals, prioritize an assessment-driven workflow instead of another template-only CPQ.
- •When testing both platforms side by side, track quote cycle time and margin confidence, not just presentation polish.
Frequently asked questions
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