Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Velon is an advanced platform that utilizes artificial intelligence for pricing and Configure-Price-Quote (CPQ) functions specifically tailored for intricate B2B settings, aimed at empowering commercial teams to enhance their pricing strategies and implement them reliably during the quoting process. By integrating real-time pricing insights with automated quoting capabilities, it allows users to evaluate past data and receive AI-driven pricing recommendations in real-time as they create deals. The system incorporates pricing strategies seamlessly into everyday workflows with its built-in rules, guardrails, and approval mechanisms, ensuring that every quote is compliant with corporate pricing standards while providing agility and responsiveness for sales teams. Furthermore, Velon connects pricing, CPQ, ERP, and CRM systems into a cohesive workflow, effectively eliminating disjointed processes and replacing traditional spreadsheets and isolated tools with a centralized record system. This integration empowers organizations to produce precise quotes within minutes, maintain consistent practices across various teams, and minimize the risk of margin erosion. Ultimately, Velon not only streamlines the quoting process but also enhances overall operational efficiency for businesses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agile CRM Yes 
Amazon Web Services (AWS) Yes 
Avalara Yes 
CloudBlue Yes 
ConnectWise Cybersecurity Management Yes 
Highrise Yes 
HubSpot CRM Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
Moneris Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Salesforce Yes 
ScalePad Yes 
Stripe Yes 
Syncro Yes 
Xero Yes 
Zapier Yes 
Zoho CRM Yes 

Integrations

Agile CRM No 
Amazon Web Services (AWS) No 
Avalara No 
CloudBlue No 
ConnectWise Cybersecurity Management No 
Highrise No 
HubSpot CRM No 
Kaseya BMS No 
Keap No 
Mailchimp No 
Moneris No 
Pipedrive No 
QuickBooks Online No 
Salesforce No 
ScalePad No 
Stripe No 
Syncro No 
Xero No 
Zapier No 
Zoho CRM No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Vendor Details

Company Name

Velon

Founded

2025

Country

United States

Website

www.velonpricing.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

Pricing Optimization

Channel Analysis No 
Competing Product Analysis No 
Forecasting No 
Market Analysis No 
Multi-Store Management No 
Price List Management No 
Price Optimization Automation No 
Pricing Analytics No 
Profitability Analysis No 
Scenario Planning No 

Alternatives

Quoter Reviews

Quoter

Quoter Software

Alternatives

PricePro Reviews

PricePro

Acustrategy
QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
Csmart CPQ Reviews

Csmart CPQ

Covalense Digital Solutions