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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 Experlogix CPQ?

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Media

Media

Integrations Supported

Salesforce
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Ingram Micro Cloud
Moneris
Nutshell
QuickBooks Online
ScalePad
Stripe
Syncro
Xero
Zoho CRM

Integrations Supported

Salesforce
DynaMaker
Microsoft Dynamics 365
NetSuite
SAP Store

API Availability

API Availability

Has API

Pricing Information

$149 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Experlogix

Date Founded

2002

Company Location

United States, Netherlands

Company Website

www.experlogix.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

CPQ

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

Order-to-Cash

Not specified

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Automatic Formatting
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation

Contract Management
Opportunity Management
Proposal Generation

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments

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