What should MSP quoting software do?

It should turn client context into a reviewable scope, price the products and labor, protect the commercial assumptions, and produce a client-facing quote. A document editor alone only solves the last part.

Which client data can Scopable use?

Current product surfaces include ConnectWise Manage and Microsoft 365 context. Connector availability, permissions, and data freshness vary by account and rollout, so confirm your exact stack during the trial.

Can a client review and sign a Scopable quote?

Yes. A quote can be shared through a public link and e-signed. Payment collection is not part of the current public quote flow.

How much does Scopable cost?

The platform is $99 per user per month month-to-month, or $89 per user per month with a 12-month commitment. Both options are billed monthly. The 14-day trial starts at signup and does not require a credit card.

Does Scopable replace every CPQ tool?

Not automatically. Teams centered on complex configurators, procurement, or a single vendor stack should test those requirements directly. Scopable is designed for MSPs whose harder problem is turning client reality into a defensible scope and quote.

Live client data. Defensible scope. Margin-protected quote.

MSP quoting software from client data.

Scopable is MSP quoting software for teams that need scope, products, labor, margin, and client review in one inspectable workflow. It turns connected client context into a client-ready quote your team can defend.

For vCIOs, strategic operators, owners, and technical reviewers at 10 to 60 person MSPs deciding whether a scoping-first quote workflow fits their stack.

Start free trial See pricing

First-quote rollout

Test the operating model, not a canned demo.

01
Start the trial
Create the account without a credit card. The 14-day trial begins at signup.
02
Check the inputs
Confirm the client, opportunity, catalog, and connector data available to your account.
03
Run one real quote
Build the scope, products, totals, approval status, PDF, and client review path with your own assumptions.

Show the work

Short product workflow demonstration: from client setup to review.

These are the stages in the current authenticated quote wizard. The page deliberately uses no fictional client, invented quote, or staged savings claim.

Product state checked July 19, 2026

01
Setup
Choose the client, opportunity, contact, quote details, location, and sales owner.
02
Environment Context
Ground the work in connected client records and attached environment data. Missing data stays visible.
03
Scope of Work
Build versioned scope sections with the assumptions, exclusions, and delivery detail a technician can inspect.
04
Products
Add products, labor, shipping, recurring items, and source-aware pricing before reviewing the economics.
05
Review
Check the client-facing quote, totals, and margin context before generating a public link or PDF.

Text walkthrough based on the authenticated product. No tenant or client data is reproduced, and no fictional product UI is standing in for proof.

What it changes

Stop handing a blank page to the person who prices the risk.

Client context before copywriting

Start with the client and opportunity instead of a blank proposal document. Connected data availability varies by integration and setup.

Scope you can inspect

Keep scope sections, versions, assumptions, and exclusions together so the reviewer can see how the work was defined.

Catalog products and labor in one workflow

Use products from the connected PSA catalog, then add labor, shipping, recurring, and non-recurring line items without divorcing price from scope.

A frozen client-facing record

Send a public quote, collect an e-signature, and preserve the sent version rather than silently rewriting history.

Current boundary

What the product does today and what it does not.

The quote workflow keeps setup, environment context, scope, products, and review connected.

Public quote links, PDF output, e-signature, and a frozen sent version are available today.

Approval status, public views, delivery state, and quote totals remain visible for handoff and follow-up.

Pricing provenance and client-data coverage depend on the connectors enabled for your account.

Clients can review and e-sign a quote today. Payment collection is not part of the current public quote flow.

Build a fair shortlist

Choose around the constraint, not the category label.

QuoteWerks

A sensible shortlist when distributor and product quoting are the center of the job. Look at Scopable when weak client context and scoping are the constraint.

Compare QuoteWerks

ConnectWise CPQ

A sensible shortlist for teams that want ConnectWise-native CPQ and already arrive with a clean scope. Look at Scopable when context, scope, and quote need one flow.

Compare ConnectWise CPQ

Kaseya Quote Manager

A sensible shortlist for teams committed to the Kaseya commercial stack. Look at Scopable when the strategic client workflow matters beyond quote assembly.

Compare Kaseya Quote Manager

Generic proposal software

A sensible shortlist when document presentation is the main problem. Look at Scopable when the proposal is weak because discovery, scope, and pricing live in different places.

Read the proposal guide

Questions worth asking

MSP quoting software FAQ

Need connector-specific detail? Start with the ConnectWise integration page or the HaloPSA integration page or test your exact workflow during the trial.

Start with one real client

See whether the quote survives inspection.

Bring the scope, stack, and pricing assumptions your team already has to defend.