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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 ConnectBooster?

Simplify the payment reception process, spanning from invoicing to collections, while erasing monotonous accounting tasks, stressful collection calls, and persistent overdue payments. Enjoy a smooth cash flow experience that enhances your operational efficiency. For many service providers who deliver exceptional value, receiving payments on time can often feel uncertain. As a result, your income may become trapped in overdue receivables, making it seem difficult to reinvest in your business’s development. Yet, this doesn’t have to be an arduous struggle. ConnectBooster presents a scalable solution aimed at improving your cash flow, trusted by thousands of service providers to ensure they receive payments on schedule and with minimal effort, thus conserving valuable time. Are you prepared to be part of this community? With the capability for two-way data synchronization with your existing systems and various payment automation features, ConnectBooster can help you reclaim between 8 to 20 hours each month dedicated to billing tasks. Before adopting ConnectBooster, service businesses typically experienced an average wait of 48 days to receive payments from clients. This delay can significantly impede growth and operational efficiency. Now, with timely payments achievable, you can concentrate on what truly matters—expanding your business and enhancing the services you provide to your clients. Ultimately, a smoother cash flow process can lead to greater peace of mind and improved business outcomes.

Media

Media

Integrations Supported

Autotask PSA
Kaseya BMS
QuickBooks Online
Xero
Amazon Web Services (AWS)
CloudBlue
CloudRadial
ConnectBooster
ConnectWise Automate
Datagate Telecom Billing
HaloPSA
HubSpot CRM
Invarosoft
Moneris
PayPal
QuoteWerks
Salesforce
ScalePad Quoter
Strategy Overview
Stripe

Integrations Supported

Autotask PSA
Kaseya BMS
QuickBooks Online
Xero
Amazon Web Services (AWS)
CloudBlue
CloudRadial
ConnectBooster
ConnectWise Automate
Datagate Telecom Billing
HaloPSA
HubSpot CRM
Invarosoft
Moneris
PayPal
QuoteWerks
Salesforce
ScalePad Quoter
Strategy Overview
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.connectbooster.com

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

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