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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
Integrations
Avalara
Yes
HubSpot CRM
Yes
Salesforce
Yes
Agile CRM
No
Autotask PSA
No
CloudBlue
No
ConnectWise Automate
No
HaloPSA
No
Highrise
No
Ingram Micro Cloud
No
Integrations
Avalara
Yes
HubSpot CRM
Yes
Salesforce
Yes
Agile CRM
Yes
Autotask PSA
Yes
CloudBlue
Yes
ConnectWise Automate
Yes
HaloPSA
Yes
Highrise
Yes
Ingram Micro Cloud
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
