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features
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support

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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

iPE from Twenty5 helps companies using SAP for ERP who work in project-centric industries such as professional services, aerospace & defense, construction or any asset-intensive company, to better cost, plan and price their projects. Fully integration with popular CRM tools such as MS-Dynamics and Salesforce, and with their and SAP's CPQ tools, iPE from Twenty5 converts your companies best practices and library of "done something similar before" project templates into winnable, profitable bids and proposals which you can submit with confidence. We combine the art of subject matter expertise with the data science of estimating based on prior performance history, cost estimating relationships and parametric estimating, importing your master data such as labor categories and rates from SAP, and products or bills of material from your PLM tool, and exporting the resulting project to SAP project systems, CPM, Primavera or MS-Project

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Agile CRM Yes 
Amazon Web Services (AWS) Yes 
Authorize.Net Yes 
Autotask PSA Yes 
Avalara Yes 
CloudBlue Yes 
ConnectBooster Yes 
HaloPSA Yes 
Highrise Yes 
HubSpot CRM Yes 
Kaseya BMS Yes 
Keap Yes 
Moneris Yes 
Nutshell Yes 
Pipedrive Yes 
QuickBooks Online Yes 
SAP HANA No 
ScalePad Yes 
Xero Yes 

Integrations

Salesforce Yes 
Agile CRM No 
Amazon Web Services (AWS) No 
Authorize.Net No 
Autotask PSA No 
Avalara No 
CloudBlue No 
ConnectBooster No 
HaloPSA No 
Highrise No 
HubSpot CRM No 
Kaseya BMS No 
Keap No 
Moneris No 
Nutshell No 
Pipedrive No 
QuickBooks Online No 
SAP HANA Yes 
ScalePad No 
Xero No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

Free Trial. Based on revenue, from $5k per month up
Free Trial Yes 
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 Yes 
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Vendor Details

Company Name

Twenty5

Founded

2017

Country

United States

Website

www.twenty5.com

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 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling No 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies 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 Yes 
Version Control No 

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