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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For maximum convenience, you have the ability to effortlessly incorporate new work centers, processes, and materials in real-time. Its straightforward, organized, and intuitive design ensures that anyone can become proficient in just a matter of minutes. Should a customer request a change in batch size, the analyser allows for immediate recalculation of costs and selling prices. Furthermore, if you're looking to match or undercut a competitor's quote, the analyser can reverse-engineer the figures and provide you with your profit margin—both in percentage terms and actual monetary values—should you choose to align with or surpass your rival's offer. Additionally, QuoteCAM features a user-friendly machining calculator that automatically identifies the selected material and cutting parameters specified in your quote, calculating machining durations based on the operations and conditions you input. This combination of tools makes it a comprehensive solution for managing quotes efficiently.

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

Agile CRM No 
Amazon Web Services (AWS) No 
Authorize.Net No 
Autotask PSA No 
Avalara No 
CloudBlue No 
ConnectWise Cybersecurity Management No 
Highrise No 
HubSpot CRM No 
Ingram Micro Cloud No 
Keap No 
Mailchimp No 
Moneris No 
Nutshell No 
PayPal No 
QuickBooks Online No 
ScalePad No 
Stripe No 
Xero No 
Zapier No 

Integrations

Agile CRM Yes 
Amazon Web Services (AWS) Yes 
Authorize.Net Yes 
Autotask PSA Yes 
Avalara Yes 
CloudBlue Yes 
ConnectWise Cybersecurity Management Yes 
Highrise Yes 
HubSpot CRM Yes 
Ingram Micro Cloud Yes 
Keap Yes 
Mailchimp Yes 
Moneris Yes 
Nutshell Yes 
PayPal Yes 
QuickBooks Online Yes 
ScalePad Yes 
Stripe Yes 
Xero Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

CIM Solutions

Country

Australia

Website

quotecam.com

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

MEP

3D Design No 
3D Spooling No 
Costing and Reporting No 
Design Feedback No 
Documentation Tools No 
Drafting Automation No 
HVAC Design No 
MEP Fabrication No 
Project Communication No 
Service Validation / Clash Detection No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal 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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