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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.
Description
A robust platform designed to enhance your tender and bid management workflow, objectives, and initiatives. Revolutionize your operational methods and achieve successful results. Efficiently oversee the qualification of opportunities, your sales pipeline, and resource allocation. Swiftly initiate projects while automating the processes for information requests, responses, and approvals. Generate organized content directories quickly for straightforward usage, updates, and enhancements. Foster a collaborative environment for your team, encouraging communication, sharing, learning, and innovation. Furthermore, enjoy integrated public procurement portals, along with advanced tools for identifying opportunities, tracking qualifications, and managing approvals. Additionally, benefit from a secure library featuring auto-population, facilitating easy searches and access to tender documents, inquiries, and their corresponding responses. This comprehensive approach ensures that your organization remains agile and competitive in a fast-paced environment.
API Access
Has API
API Access
Has API
Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Pricing Details
$149 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Vendor Details
Company Name
Tradax Group
Website
tendereyessoftware.com
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control