Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ConnectWise Automate
Yes
HubSpot CRM
Yes
QuickBooks Online
Yes
Salesforce
Yes
Zoho CRM
Yes
Amazon Web Services (AWS)
Yes
Avalara
Yes
Documo
No
Highrise
Yes
Kaseya BMS
Yes
Integrations
ConnectWise Automate
Yes
HubSpot CRM
Yes
QuickBooks Online
Yes
Salesforce
Yes
Zoho CRM
Yes
Amazon Web Services (AWS)
No
Avalara
No
Documo
Yes
Highrise
No
Kaseya BMS
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Pricing Details
$5/month per user
Wholesale plans to achieve the highest margins. Contact us today to start offering premier communications services to your customers including voip, webmeetings, file sharing, fax to email, and more. Our proprietary quote to cash and workflow automation software is included free for all partners.
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Vendor Details
Company Name
Viirtue
Founded
2013
Country
United States
Website
www.viirtue.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
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Build Automation
Automated Testing
Yes
Build Cache
No
Build Management Tools
No
Build Metrics
Yes
Change Only Compiling
Yes
Debugging Tools
No
Dependency Management
No
IDE Compatibility
No
Parallel Testing
Yes
Plugin Library
No
Source Code Management
No
Version Conflict Resolution
No
Business VoIP
Call Parking
Yes
Call Recording
Yes
Contact Management
Yes
Encryption
Yes
IVR / Voice Recognition
Yes
Ring Groups
Yes
SIP Trunking
Yes
Unified Communications
Yes
Voice Quality Enhancement
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
Yes
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Network Automation
Compliance Monitoring
Yes
Configuration Backup
Yes
Configuration Changes
Yes
Network Orchestration
Yes
Performance Monitoring
Yes
Tool Access Control
Yes
Vulnerability Assessments
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Unified Communications
Audio / Video Conferencing
Yes
Calendar Management
Yes
Call Recording
Yes
Call Routing
Yes
Chat / Messaging
Yes
Fax Management
Yes
File Sharing
Yes
Mobile Access
Yes
Multi-User Collaboration
Yes
Voice Mail
Yes