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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 CashNotify?

Monitor your Stripe and PayPal accounts right from your menu bar with CashNotify, a versatile application that works seamlessly on both Mac and Windows platforms. The color of the icon will alert you to any updates in your accounts, adding a layer of convenience to your financial management. There's no need to keep a browser tab open for your payment services; just click on the menu bar icon or the notifications to gain immediate access. During the initial setup, you simply need to input your API keys once, and after that, there's no need to re-enter your login information. The application includes a graphical representation of your net revenue or total payments within a defined timeframe, and each event can be expanded with a click to reveal more information, such as customer details and any transaction fees associated with the payments. Furthermore, if applicable, you will also see any application fees listed here. Users have the option to link multiple Stripe and PayPal accounts, allowing for a unified view of their earnings on the main dashboard, which delivers a thorough overview of financial activities all in one place. By streamlining your payment account management, CashNotify enhances both simplicity and efficiency, making it easier to stay on top of your finances. This innovative tool transforms the way you interact with your payment platforms, providing valuable insights at your fingertips.

Media

Media

Integrations Supported

PayPal
Stripe
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
Kaseya BMS
Nutshell
ScalePad
Syncro
Xero
Zapier
Zoho CRM

Integrations Supported

PayPal
Stripe

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

€19 one-time payment
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Baguette Engineering

Date Founded

2017

Company Location

France

Company Website

cashnotify.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

Payment Analytics

Not specified

Push Notifications

Analytics
Web Notifications

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