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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 Ascend?

Ascend provides crucial sales tools aimed at improving the effectiveness of your team. By ensuring that bids are submitted accurately, you can speed up the deal-closing process while enhancing the accuracy of your team's estimates. Leveraging intuitive software solutions, you will improve visibility, tap into historical data, and boost project profit margins. Furthermore, you can reduce the time it takes to generate quotes and improve the precision of your estimates. With the option to develop proposals using templates and specification documents, securing faster approvals becomes achievable. Additionally, you can gain valuable insights into your sales pipeline, which helps in identifying potential capacity issues early on. Connecting your systems allows for easy access to detailed customer information, enabling more informed decision-making, ultimately leading to greater overall sales efficiency. This holistic approach not only streamlines processes but also empowers your team to perform at its best.

Media

Media

Integrations Supported

Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Kaseya BMS
Keap
Moneris
PayPal
Pipedrive
QuickBooks Online
ScalePad
Stripe
Xero
Zapier

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$25 per month per user
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Mindbox Studios

Date Founded

2015

Company Location

United States

Company Website

goascend.io

Categories and Features

CPQ

Not specified

MSP

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Not specified

Categories and Features

CPQ

Approval Workflow
Product Configurator
Proposal Generation
Quotes / Estimates

Proposal Management

Automatic Formatting
Collaboration
Content Repository
Pipeline Management
Requirements Management
Revision Management
Templates
Version Control

Quoting

Customizable Branding
Pricing Management
Product Configurator

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