Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management.
Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more.
Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.
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
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Amazon Web Services (AWS)
No
Authorize.Net
No
Autotask PSA
No
CloudBlue
No
ConnectBooster
No
ConnectWise Cybersecurity Management
No
HaloPSA
No
Ingram Micro Cloud
No
Inventor Nastran
Yes
Integrations
Salesforce
Yes
Amazon Web Services (AWS)
Yes
Authorize.Net
Yes
Autotask PSA
Yes
CloudBlue
Yes
ConnectBooster
Yes
ConnectWise Cybersecurity Management
Yes
HaloPSA
Yes
Ingram Micro Cloud
Yes
Inventor Nastran
No
Pricing Details
Pricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
Free Trial
No
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
Yes
Chromebook
Yes
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EASA
Founded
2008
Country
United States
Website
easasoftware.com
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Low-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
No
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
No
Forms Creation
Yes
Pricing Management
No
Product Configurator
Yes
Proposal Management
Yes
Spreadsheet
Analytics
Yes
Audit Trail
No
Calculators
Yes
Charting
Yes
Multi-User Collaboration
No
Templates
Yes
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