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
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
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
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
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