Average Ratings 0 Ratings
Average Ratings 4 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
QUOTE SMARTER. FASTER AND MORE PROFITABLY
One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake.
servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Amazon Web Services (AWS)
Yes
Authorize.Net
Yes
Autotask PSA
Yes
Avalara
Yes
ConnectWise Automate
Yes
HaloPSA
Yes
Highrise
Yes
Ingram Micro Cloud
Yes
Kaseya BMS
Yes
Integrations
Salesforce
Yes
Amazon Web Services (AWS)
No
Authorize.Net
No
Autotask PSA
No
Avalara
No
ConnectWise Automate
No
HaloPSA
No
Highrise
No
Ingram Micro Cloud
No
Kaseya BMS
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Pricing Details
$75 USD/user/month*
servicePath CPQ+ Professional Edition
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.
*billed annually
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.
*billed annually
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
Yes
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)
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
servicePath
Founded
2011
Country
Canada
Website
servicepath.co
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
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
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
Sales Acceleration
CPQ
Yes
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
Yes
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No