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Description
Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities more effectively.
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
HubSpot CRM
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Autotask PSA
No
Avalara
No
CloudBlue
No
ConnectBooster
No
ConnectWise Cybersecurity Management
No
HaloPSA
No
Integrations
HubSpot CRM
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Autotask PSA
Yes
Avalara
Yes
CloudBlue
Yes
ConnectBooster
Yes
ConnectWise Cybersecurity Management
Yes
HaloPSA
Yes
Pricing Details
$500 per month
Billed annually
Free Trial
No
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
No
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
Salesbricks
Founded
2021
Country
United States
Website
www.salesbricks.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
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
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
