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Pricing

One plan.
Two ways to pay.

Per-user pricing. Unlimited clients, quotes, and AI. No sales-call tax, no feature-gated upgrades, no 6-page comparison chart.

Free trial

14 days, full plan, no card

$0for 14 days

No credit card. Verify your work email to start.

Start free trial
  • Full access to every feature
  • Bring your real PSA + price book
  • Every active team member counts as a seat
  • Set up billing before the trial ends
Best value

12-month commitment

Lower rate, billed monthly

$89/ user / month

Billed monthly with a 12-month commitment.

Start free trial
  • Everything in the plan, no caps
  • Monthly billing, not paid up front
  • 12-month commitment
  • Every active team member counts as a seat

Monthly

Flexible, cancel any time

$99/ user / month

Billed monthly with no annual commitment.

Start free trial
  • Everything in the plan, no caps
  • Monthly billing, no commitment
  • Month-to-month commitment
  • Every active team member counts as a seat

What's included

Every feature. Every seat.

No “Pro” gating, no “Enterprise only” features. If we shipped it, you have it.

Quoting & CRM

  • Unlimited clients, contacts, and quotes
  • Quote builder with margin guardrails
  • Approval workflows
  • Live distributor pricing (CDW, Ingram Micro)
  • Custom quote templates

AI & Automation

  • AI Assistant: unlimited prompts
  • Meeting transcription with action items + draft quotes
  • Workflow automation across PSA + M365
  • Slack and Teams notifications

Assessments, GRC & QBRs

  • CIS, NIST, and other standard assessments
  • QBR module with auto-generated decks
  • Compliance evidence vault
  • Risk scoring across the book of business

Integrations

  • ConnectWise PSA + HaloPSA
  • Microsoft 365 tenant sync
  • CDW + Ingram Micro distributor pricing
  • Webhooks + REST API

Security & Admin

  • Role-based access control
  • Audit log
  • SSO via Okta or Entra ID
  • SCIM provisioning available

FAQ

Quick answers.

Why only one plan?

Everyone gets the Scopable Platform plan. Choose $99 per active user month-to-month or $89 per active user with a 12-month commitment. Both options are billed monthly.

Is there really a free trial?

Yes. 14 days, no credit card. You get the full plan. If you're not building quotes faster by day 14, we owe you a beer.

How does seat-based pricing actually work?

Every active team member with a profile counts as a billable seat, regardless of role. Clients aren't counted. Subscription quantity has a minimum of one seat.

What if I'm migrating from ConnectWise Sell / QuoteWerks / Salesbuildr?

We've helped MSPs migrate from all of those. We'll import your templates and price book for free during onboarding.

Where's my data stored?

US East by default. EU and Canada available on request. SOC 2 Type II in progress. Happy to share the bridge letter.

14 days. No card. No sales pitch.

Plug in your PSA, import your price book, and quote something. If we haven't earned the seat by day 14, walk.

Start free trial