ScalePad QuoterScalePad
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Related Products
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About
Configure, Price, Quote (CPQ) projects encompass much more than implementing a software to automate activity. It is about transformation of the sales process and change, driven by a best of breed CPQ tool. CPQ soon becomes one of the tools of highest exposure to your organisation: to your sales organisation and more importantly to your customers. This first face to the customer of your organisational competence needs to be simple, intuitive and deliver professional looking output, in all circumstances. Understanding the processes, the structures of prices and products, following best practices and optimising the sales cycle during a project is key to a successful launch of a sales system. Tools and Practices that make sales reps and managers improve their revenue and accellerate growth.
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About
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CPQ solution that helps anyone
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Audience
IT service and MSP teams requiring a solution to generate professional quotes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$149 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCPQ+
United Kingdom
www.cpqplus.eu/
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Categories |
Categories |
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Integrations
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
Ingram Micro Cloud
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Integrations
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
Ingram Micro Cloud
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