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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 Configure to WIN?

Configure to WIN is a specialized software solution designed for quote management and pricing governance, aimed at B2B companies that navigate complex products, services, pricing regulations, rebates, and approval workflows. This platform empowers sales, pricing, finance, and management teams to enhance their commercial quote decision-making through a unified workflow. It incorporates product and pricing data, multiple currencies, quote line items, customizable metrics, and approval protocols to accurately calculate commercial outcomes, identify discrepancies, and promote consistent approval decisions. Tailored for organizations seeking more robust control than what standard quoting or proposal tools offer, it sidesteps the costs and complexities often associated with extensive enterprise CPQ systems. By leveraging this platform, companies can accelerate their quoting processes, protect profit margins, reduce the need for manual checks, and create a more transparent pricing and approval framework. Furthermore, the software includes a complimentary Quote Performance Scan, enabling teams to evaluate their quoting maturity level in approximately three minutes, providing essential insights for enhancement. This feature not only helps identify areas for improvement but also fosters a culture of continuous advancement within the organization.

Media

Media

No images available

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
Kaseya BMS
Keap
Nutshell
Pipedrive
QuickBooks Online
Salesforce
ScalePad
Syncro
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$499/month
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

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

Configure to WIN

Date Founded

2026

Company Location

Netherlands

Company Website

configure.win

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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