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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
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
PayPal
Pipedrive
Salesforce
ScalePad
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
PayPal
Pipedrive
Salesforce
ScalePad
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

$499/month
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

Configure to WIN

Date Founded

2026

Company Location

Netherlands

Company Website

configure.win

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

CPQ

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

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