About Quoter
Quoter is a quoting software from ScalePad that facilitates the creation and management of quotes for businesses. It provides features like customizable templates, automated workflows, and real-time collaboration tools so teams can generate accurate quotes efficiently. This software is designed to minimize errors and improve the speed of the quoting process. With Quoter, users can easily track quote statuses and manage approvals, ensuring that every proposal is handled promptly. Key capabilities: customizable templates automated workflows real-time collaboration tools quote tracking approval management Best for: sales teams that need to generate and manage quotes effectively.
Quoter by ScalePad is a cloud-based quoting software built to meet the needs of Managed Service Providers (MSPs), IT solutions firms, and sales teams that require fast, reliable, and professional quote generation. As part of ScalePad’s suite of solutions, Quoter aims to simplify the quoting process and increase conversion rates by offering a streamlined platform for creating, sending, and managing quotes. It is designed to enhance the productivity of quoting and proposal teams by reducing manual work and improving accuracy through automation. Core features include a centralized quote management dashboard, templated quote creation, e-signature support, approval workflows, and real-time tracking of quote activity—all focused on accelerating the sales cycle and boosting team efficiency. The user interface of Quoter is clean, organized, and highly intuitive, reflecting its emphasis on simplicity and speed. Users are welcomed with a dashboard that provides an at-a-glance view of quote statuses, pending approvals, and key performance metrics. The quote builder is particularly user-friendly, allowing even junior sales staff to build quotes quickly using preconfigured templates, drag-and-drop elements, and autofill customer data.
Pros & Cons
- +Ease of Use: Many users praise Quoter for its intuitive interface and ease of setup.
- +Time Savings: Automates the quoting process, allowing users to send quotes out faster.
- +Integration Capabilities: Integrates well with various CRMs, PSAs, accounting software, and payment gateways, streamlining workflows.
- +Professional Output: Creates professional-looking quotes and proposals that impress clients.
- +Email Tracking: Provides valuable insights into when clients view quotes.
- +Good Customer Support: Users generally report positive experiences with Quoter's support team.
- +Online Acceptance & Payments: Facilitates easy client approval and payment processing.
- −Customization Limitations: Some users desire more flexibility in customizing the look and layout of quotes.
- −Occasional Unexpected Changes: A few reviewers mentioned that unannounced product updates have sometimes disrupted their workflows.
- −Search Functionality: One user noted the need for a better quote search tool.
- −Specific Integration Needs: Some users have specific integration requests (e.g., Amazon, Newegg) that are not currently available.
- −Currency Change Issue: One user reported an issue with being unable to change the currency on a saved quote.
Features
Key features
- Quote-to-Cash Automation
- Streamlines the entire process from creating a quote to receiving payment, specifically designed for MSPs.
- Integration Ecosystem
- Connects with PSAs, CRMs, distributors, payment gateways, and accounting software to automate data flow.
- Professional Quote Templates
- Offers customizable and branded templates for consistent and polished proposals.
- Product Configurator
- Enables the creation of complex quotes with various configurations and pricing rules.
- Automated Oversight & Approvals
- Provides notifications and approval workflows for team-generated quotes.
- Payment Processing & E-Signatures
- Facilitates online payments and electronic signatures directly within the quoting platform.
- Cost & Margin Tracking
- Helps monitor profitability by tracking costs and margins on quotes.
Additional features
- Build Quotes
- Functionality to create sales quotes for hardware, software, and services.
- Professional Templates
- Pre-designed and customizable templates for creating branded and consistent quotes and proposals.
- Product Configurator
- Tool to handle complex pricing requirements with reusable configurations, volume discounts, and percentage-based fees.
- Cost & Margin Tracking
- Features to monitor the cost and profit margin of quoted items.
- Manager Approvals
- Workflow for quote review and approval by managers before sending.
- Product Cloud
- Centralized repository or management system for product and service information.
- Manage Quotes
- Features for organizing, tracking, and managing created quotes.
- Email Tracking
- Functionality to track when quote emails are opened and viewed by recipients.
- Contract Management
- Tools to manage contracts and agreements related to quotes.
- Get Paid
- Features focused on facilitating payment from clients.
- Payment Processing
- Integration with payment gateways to accept online payments.
- E-Signatures & Agreements
- Ability to obtain electronic signatures on quotes and agreements.
- Integration with PSA (Professional Services Automation) systems
- Automates the population of client and product data.
- Integration with CRM (Customer Relationship Management) systems
- Automates the population of client and product data.
- Integration with Distributors
- Automates the population of product data and potentially pricing.
- Infinite Line Item Configurations
- Ability to create highly detailed quotes with numerous product and service line items.
- Reusable Configurations
- Saving and reusing configurations for frequently quoted products and services.
- Volume Discounts
- Applying discounts based on the quantity of items ordered.
- Percentage-Based Fees
- Adding fees calculated as a percentage of the quote total or specific items.
- Automated Oversight
- Notifications for manager review of drafted quotes.
- Delegation of Quoting Tasks
- Ability for multiple team members to create quotes with oversight.
- Integration with Payment Gateways
- Connects with services to process online payments.
- Integration with Accounting Software
- Likely for syncing invoice and payment information.
Pricing
Monthly plans
Basic
USD 149
Standard
USD 289
Pro
USD 429
Countries & Languages
Interface languages
Billing currencies
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About Quoter
Quoter is a quoting software from ScalePad that facilitates the creation and management of quotes for businesses. It provides features like customizable templates, automated workflows, and real-time collaboration tools so teams can generate accurate quotes efficiently. This software is designed to minimize errors and improve the speed of the quoting process. With Quoter, users can easily track quote statuses and manage approvals, ensuring that every proposal is handled promptly. Key capabilities: customizable templates automated workflows real-time collaboration tools quote tracking approval management Best for: sales teams that need to generate and manage quotes effectively.
Quoter Details
Quoter's In-App Market Place
Does Quoter have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Basic
USD 149
Standard
USD 289
Pro
USD 429
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Ease of Use: Many users praise Quoter for its intuitive interface and ease of setup.
- Time Savings: Automates the quoting process, allowing users to send quotes out faster.
- Integration Capabilities: Integrates well with various CRMs, PSAs, accounting software, and payment gateways, streamlining workflows.
- Professional Output: Creates professional-looking quotes and proposals that impress clients.
- Email Tracking: Provides valuable insights into when clients view quotes.
- Good Customer Support: Users generally report positive experiences with Quoter's support team.
- Online Acceptance & Payments: Facilitates easy client approval and payment processing.
- Customization Limitations: Some users desire more flexibility in customizing the look and layout of quotes.
- Occasional Unexpected Changes: A few reviewers mentioned that unannounced product updates have sometimes disrupted their workflows.
- Search Functionality: One user noted the need for a better quote search tool.
- Specific Integration Needs: Some users have specific integration requests (e.g., Amazon, Newegg) that are not currently available.
- Currency Change Issue: One user reported an issue with being unable to change the currency on a saved quote.
Quoter's Support Options
Email Address
success@scalepad.comContact
+1 415-985-2895Community Forums
https://community.scalepad.com/Quoter's Alternatives
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