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support

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Description

At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human expertise collaborate seamlessly to unlock unprecedented business potential. Our suite includes AI-powered Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), eCommerce, and Recurring Billing solutions. What Sets Us Apart -Deep AI Integration: Our platform utilizes an agent-based framework that acts on your behalf, adapting to your business processes to automate complex tasks. -Market Leadership: Positioned at the forefront of the AI revolution in revenue operations. -Proven Track Record: With a global client base and consistent growth, we've demonstrated our ability to deliver impactful results. Who We Empower Our solutions are tailored for forward-thinking leaders in: -Sales Operations: Free your sales team to focus on buyers by automating complex tasks. -Marketing Operations: Leverage insights for more effective campaigns. -Finance Operations: Optimize billing and revenue recognition with intelligent automation. Industries We Serve We cater to dynamic industries where innovation is essential: SaaS XaaS IoT Manufacturing Brands Our Global Footprint We support customers in over 50 countries with a team of 60 experts and 150 partner resources.

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

Screenshots View All

Integrations

Avalara Yes 
HubSpot CRM Yes 
Salesforce Yes 
Agile CRM No 
Autotask PSA No 
ConnectBooster No 
ConnectWise Automate No 
ConnectWise Cybersecurity Management No 
Dynamics 365 Commerce Yes 
HaloPSA No 
Ingram Micro Cloud No 
Kaseya BMS No 
Keap No 
NetSuite Yes 
Nutshell No 
PayPal No 
QuickBooks Online No 
ScalePad No 
Xero No 
Zoho CRM No 

Integrations

Avalara Yes 
HubSpot CRM Yes 
Salesforce Yes 
Agile CRM Yes 
Autotask PSA Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
ConnectWise Cybersecurity Management Yes 
Dynamics 365 Commerce No 
HaloPSA Yes 
Ingram Micro Cloud Yes 
Kaseya BMS Yes 
Keap Yes 
NetSuite No 
Nutshell Yes 
PayPal Yes 
QuickBooks Online Yes 
ScalePad Yes 
Xero Yes 
Zoho CRM Yes 

Pricing Details

$90.00/month/user
Prices vary by #/type users features & functionality.
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 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) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Expedite Commerce

Founded

2008

Country

United States

Website

www.expeditecommerce.com/

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

eCommerce

CRM Yes 
Catalog Management Yes 
Channel Management Yes 
Customer Accounts Yes 
Data Security Yes 
Email Marketing No 
Inventory Management Yes 
Kitting No 
Loyalty Program Yes 
Mobile Access No 
Multi-Store Management Yes 
Order Management Yes 
Product Configurator Yes 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management Yes 
Shopping Cart Yes 
Templates Yes 

Multi-Channel eCommerce

Catalog Management Yes 
Channel Management Yes 
Data Synchronization Yes 
Email Marketing No 
Inventory Management Yes 
Marketplace Integration No 
Mobile Commerce No 
Order Management Yes 
Promotions Management No 
Returns Management No 
SEO Management Yes 
Shopping Cart Yes 
Social Commerce No 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools Yes 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management No 
Usage Tracking/Analytics Yes 

Utility Billing

ACH Payment Processing Yes 
Account Management No 
Billing & Invoicing Yes 
Cable No 
Collections Management No 
Customer Management No 
Electricity No 
Meter Management No 
Metered Billing Yes 
Move In / Move Out No 
Natural Gas No 
Non-Metered Billing No 
Online Payment Processing No 
Penalty / Cut-Off Processing No 
Rate Management No 
Service Call Management No 
Trash No 
Water No 
Work Order Management No 

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 

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