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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

iasset.com serves as a cutting-edge SaaS solution that empowers you to implement customer retention and success strategies efficiently and affordably. Regardless of your channel position, you can take advantage of automating intricate tasks within your sales and service operations. Designed specifically for IT, IIoT, and MedTech vendors, distributors, and resellers, iasset.com stands out as an unparalleled platform. With a team boasting extensive industry expertise, we are well-acquainted with the complexities of navigating a channel environment. This deep understanding is what sets iasset.com apart from other platforms when it comes to tackling your unique challenges and goals. Wave goodbye to subpar tools that struggle with managing a dynamic installed base in a channel context. Since its inception in 2008, iasset.com has consistently evolved to maintain its status as the premier SaaS platform for overseeing customer retention, expansion, and aftermarket sales, ensuring that you have the best resources at your disposal. Our commitment to continuous improvement means that you can rely on iasset.com to adapt and grow alongside your business needs.

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 
Authorize.Net Yes 
Autotask PSA Yes 
Avalara Yes 
CloudBlue Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
Highrise Yes 
HubSpot CRM Yes 
Ingram Micro Cloud Yes 
Kaseya BMS Yes 
Mailchimp Yes 
Moneris Yes 
Nutshell Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Syncro Yes 
Xero Yes 
Zapier Yes 

Integrations

Agile CRM No 
Amazon Web Services (AWS) No 
Authorize.Net No 
Autotask PSA No 
Avalara No 
CloudBlue No 
ConnectBooster No 
ConnectWise Automate No 
Highrise No 
HubSpot CRM No 
Ingram Micro Cloud No 
Kaseya BMS No 
Mailchimp No 
Moneris No 
Nutshell No 
Pipedrive No 
QuickBooks Online No 
Syncro No 
Xero No 
Zapier No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 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 Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Vendor Details

Company Name

iasset.com

Founded

2009

Country

Singapore

Website

www.iasset.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

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Channel Management

Campaign Management Yes 
Channel Analytics Yes 
Incentive Management Yes 
Inventory Control No 
Lead Management No 
Opportunity Management Yes 
Order Management Yes 
Partner Management Yes 
Product Management Yes 
Reseller Management Yes 

Cloud Management

Access Control No 
Billing & Provisioning No 
Capacity Analytics No 
Cost Management No 
Demand Monitoring No 
Multi-Cloud Management No 
Performance Analytics No 
SLA Management No 
Supply Monitoring No 
Workflow Approval No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management Yes 

Product Lifecycle Management

Change Management No 
Compliance Management No 
Cost Tracking No 
Design Management No 
Document Management No 
Product Data Management No 
Project Management No 
Requirements Management No 
Supplier Management No 

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