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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 CPQLite?

CPQLite serves as a powerful Configure, Price, Quote (CPQ) solution that is seamlessly integrated within Salesforce, designed to enhance the sales processes for organizations managing complex product offerings. A key aspect of this tool is its ability to facilitate: Product Configuration: This feature empowers sales teams to customize products or services based on customer requirements while ensuring compliance with predefined business rules and technical constraints. Accurate Pricing: CPQLite efficiently enforces pricing strategies, oversees discount authorizations, and implements volume-based pricing, which enhances both consistency and profitability in sales operations. Quote Generation: The platform enables the rapid creation of precise quotes that can be easily shared with clients through customizable templates, ensuring professionalism in communications. Salesforce Integration: CPQLite works smoothly with Salesforce entities such as Opportunities, Accounts, and Products, making data management more straightforward for users. Guided Selling: By offering insightful recommendations, CPQLite aids sales representatives in identifying the best product configurations and pricing options. This holistic approach not only accelerates the sales cycle but also positions companies to better meet customer demands, ultimately driving higher satisfaction and loyalty. Moreover, the combination of these features makes CPQLite an indispensable tool for sales teams looking to optimize their efficiency and effectiveness.

Media

Media

No images available

Integrations Supported

Amazon Web Services (AWS)
Authorize.Net
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
QuickBooks Online
Salesforce
ScalePad
Stripe
Syncro
Zapier
Zoho CRM

Integrations Supported

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$25 USD/user/month
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
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
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

Solunus Technologies

Date Founded

2014

Company Location

United States

Company Website

solunus.com

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

Not specified

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