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Description
Asytra Quote streamlines the quoting process for machining shops by transforming slow and unreliable manual calculations into efficient automated CNC cost assessments derived from 3D CAD files. Estimators can easily upload STEP or IGES files, allowing Quote to identify machinable features, suggest appropriate milling, turning, or a combination of processes, and provide pricing based on the shop's specific machine rates, materials, and profit margins.
The system is available in two variations that utilize the same underlying analysis engine. The Quote Dashboard, priced at $129 per month, is designed for in-house estimators to upload parts, evaluate the proposed route and cost, compile multi-part quotes, and generate exportable PDFs or Excel files suitable for customers. On the other hand, the Quote Widget, which costs $299 per month, integrates directly into the shop's website, enabling visitors to upload files, select materials and quantities, and access preliminary pricing instantly without needing to wait for email responses. This innovative approach not only streamlines the quoting process but also ensures that leads come complete with the CAD file, estimate, and contact information for seamless follow-up.
Description
Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Agile CRM
No
Authorize.Net
No
Autotask PSA
No
Avalara
No
ConnectBooster
No
ConnectWise Automate
No
ConnectWise Cybersecurity Management
No
HaloPSA
No
Highrise
No
HubSpot CRM
No
Integrations
Agile CRM
Yes
Authorize.Net
Yes
Autotask PSA
Yes
Avalara
Yes
ConnectBooster
Yes
ConnectWise Automate
Yes
ConnectWise Cybersecurity Management
Yes
HaloPSA
Yes
Highrise
Yes
HubSpot CRM
Yes
Pricing Details
$129/month
Free Trial
Yes
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Asytra
Founded
2023
Country
Hong Kong
Website
www.asytra.com/quote/
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
