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Description

Enhance the efficiency and quality of your business proposals with Quoters, which allows you to create distinctive sales documents for your clients while optimizing content reuse and cost management to save both time and money. Streamline your proposal process and elevate their appearance to significantly improve your productivity levels. Progress to a new standard by crafting unique sales documents that are accessible from anywhere, with Quoters offering unlimited functionality across all plans. In scenarios where a company's triumph hinges on an individual, Quoters becomes an essential tool for generating quotes, enabling you to concentrate on what truly matters: your business's growth. Utilize Quoters in the cloud to produce visually appealing and professional sales proposals, ensuring that your price quotes accurately reflect your brand's image. Effortlessly monitor the different versions of your projects while allowing clients to accept your proposals online, as securing immediate approval for your quotes can often prove challenging. Therefore, you have the flexibility to create as many versions as necessary, and once you’ve successfully persuaded your client, they can conveniently sign the quote online, making the entire process seamless and efficient. This innovative approach not only saves time but also enhances client satisfaction and engagement.

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

Mailchimp Yes 
Zapier Yes 
Zoho CRM Yes 
Agile CRM No 
Amazon Web Services (AWS) No 
Authorize.Net No 
Autotask PSA No 
Avalara No 
CloudBlue No 
ConnectBooster No 
ConnectWise Automate No 
Highrise No 
HubSpot CRM No 
Ingram Micro Cloud No 
Kaseya BMS No 
Moneris No 
Nutshell No 
QuickBooks Online No 
Stripe No 
Syncro No 

Integrations

Mailchimp Yes 
Zapier Yes 
Zoho CRM Yes 
Agile CRM Yes 
Amazon Web Services (AWS) Yes 
Authorize.Net Yes 
Autotask PSA Yes 
Avalara Yes 
CloudBlue Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
Highrise Yes 
HubSpot CRM Yes 
Ingram Micro Cloud Yes 
Kaseya BMS Yes 
Moneris Yes 
Nutshell Yes 
QuickBooks Online Yes 
Stripe Yes 
Syncro Yes 

Pricing Details

$4.90 per user per 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 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

Cloudman Labs

Founded

2015

Country

Spain

Website

www.somosquoters.com

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management No 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control 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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