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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 InForge?

InForge is an innovative online platform tailored for the quoting and definition of scopes of work, aimed at agencies, studios, contractors, and various project-based businesses. This solution enables organizations to create customized intake forms and set pricing standards, effectively converting inquiries from potential clients into detailed quotes and thorough scopes of work. Teams can easily modify and send proposals through a dedicated client portal, allowing clients to review the details, sign documents electronically, and access payment links. The platform accommodates quotes that include packages, individual line items, and ongoing retainers, while also offering industry-specific templates to personalize both forms and pricing models for different trades. Furthermore, InForge features a WordPress plugin that facilitates the seamless integration of intake forms, adjustable payment links, and optional AI-powered drafting for generating intake or scope documents using the customer's API key. Importantly, the subscription plans are structured to be billed monthly rather than per user, with a complimentary tier that enables the management of a single active project, thus making it an appealing option for smaller businesses. Overall, the extensive range of functionalities positions InForge as a highly adaptable tool for organizations aiming to enhance their project quoting efficiency and effectiveness.

Media

Media

Integrations Supported

PayPal
Stripe
Agile CRM
Authorize.Net
Avalara
CloudBlue
ConnectBooster
ConnectWise Cybersecurity Management
Ingram Micro Cloud
Nutshell
QuickBooks Online
ScalePad
Xero
Zapier
Zoho CRM

Integrations Supported

PayPal
Stripe
Cash App
OpenAI
Resend
Venmo
WordPress

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$19/month
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

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

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Arrowtrack Solutions

Date Founded

2023

Company Location

United States

Company Website

www.inforge.io

Categories and Features

CPQ

Not specified

MSP

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Not specified

Categories and Features

Proposal Management

Not specified

Quoting

Not specified

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