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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 Csmart CPQ?

Csmart CPQ is a cutting-edge, cloud-based solution for configuring, pricing, and quoting that leverages artificial intelligence, tailored specifically for the telecommunications industry and complex organizations. This groundbreaking software allows sales teams, partners, and customers to easily configure intricate products, apply versatile pricing models and discounts, and generate accurate, professional quotes in mere minutes. With its user-friendly interface, immediate margin visibility, low-code workflows, and seamless integration with CRM and BSS systems, it ensures flawless configurations, accelerates sales cycles, and enhances quoting efficiency. Key features include guided product bundling, efficient approval workflows, contract-ready quote generation, and AI-enhanced recommendations, all designed to boost accuracy, compliance, and conversion rates. Whether managing connectivity services, bundled offerings, or products across various regions, Csmart CPQ transforms the quoting experience into a streamlined, reliable, and profit-enhancing process. Its comprehensive capabilities not only offer significant advantages but also empower sales organizations to thrive in a rapidly evolving competitive landscape, underscoring its vital role in driving business success. Ultimately, Csmart CPQ stands out as an essential asset for any sales team aiming to achieve excellence in their quoting practices.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Autotask PSA
Avalara
ConnectWise Automate
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Moneris
Nutshell
PayPal
QuickBooks Online
ScalePad
Stripe
Syncro
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Autotask PSA
Avalara
ConnectWise Automate
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Moneris
Nutshell
PayPal
QuickBooks Online
ScalePad
Stripe
Syncro
Zapier
Zoho CRM

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

Covalense Digital Solutions

Date Founded

2006

Company Location

India

Company Website

covalensedigital.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

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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Aspire Technologies, Inc