Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • EASA Reviews & Ratings
    18 Ratings
    Company Website
  • Nue Reviews & Ratings
    14 Ratings
    Company Website
  • Rev.io PSA Reviews & Ratings
    45 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    24,928 Ratings
    Company Website
  • Epicor Prophet 21 Reviews & Ratings
    224 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,601 Ratings
    Company Website
  • WinMan ERP Reviews & Ratings
    26 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • Syncro Reviews & Ratings
    451 Ratings
    Company Website

What is ScalePad Quoter?

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

What is AXIO Advanced Projects?

AXIO Advanced Projects, provided by Velosio, presents a cutting-edge solution for Dynamics 365 Finance that transforms your project ERP into a powerful quote-to-cash platform. Offered as a subscription service, this enhanced framework aims to streamline planning, reduce service costs, and preserve the value of your investment throughout the solution's lifecycle. When organizations adopt AXIO Advanced Projects, they embark on their Dynamics 365 journey equipped with a financial and project accounting system that is operational from day one, enabling them to focus their design efforts exclusively on their unique business requirements. The solution is built upon industry best practices and workflows that have been validated by a multitude of businesses, promoting higher employee engagement, speeding up onboarding, and potentially lowering total ownership costs by 30% or more. For companies that are project-oriented, there are often unique needs that require the integration of best practices for regulatory adherence, project accounting, and alignment with project management and execution. This customized approach not only helps businesses fulfill their individual needs but also significantly boosts overall operational efficiency. Additionally, by implementing such a tailored solution, organizations can better position themselves for growth and adaptability in a rapidly changing market.

Media

Media

Integrations Supported

Avalara
ADP Comprehensive Services
Agile CRM
Amazon Web Services (AWS)
Aptean CRM
CloudBlue
Fastpath
Greenshades
Highrise
HubSpot CRM
Mailchimp
Microsoft 365
Microsoft Office 2021
Microsoft Power Platform
QuickBooks Online
Salesforce
Sana Commerce Cloud
ScalePad
Stripe
deFacto Power Planning

Integrations Supported

Avalara
ADP Comprehensive Services
Agile CRM
Amazon Web Services (AWS)
Aptean CRM
CloudBlue
Fastpath
Greenshades
Highrise
HubSpot CRM
Mailchimp
Microsoft 365
Microsoft Office 2021
Microsoft Power Platform
QuickBooks Online
Salesforce
Sana Commerce Cloud
ScalePad
Stripe
deFacto Power Planning

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Velosio

Date Founded

1984

Company Location

United States

Company Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Popular Alternatives

Quoter Reviews & Ratings

Quoter

Quoter Software

Popular Alternatives

Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
QuoteWerks Reviews & Ratings

QuoteWerks

Aspire Technologies, Inc
S2 Project Accounting Reviews & Ratings

S2 Project Accounting

NRT Business Solutions