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features 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

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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 Kaseya Quote Manager?

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

Media

Media

Integrations Supported

Autotask PSA
QuickBooks Online
Xero
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HubSpot CRM
Ingram Micro Cloud
Keap
Nutshell
PayPal
Pipedrive
ScalePad
Stripe

Integrations Supported

Autotask PSA
QuickBooks Online
Xero
ConnectWise PSA
Datto RMM

API Availability

API Availability

Has API

Pricing Information

$149 per month

Pricing Information

Pricing not provided
Free Trial Offered?

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
Webinars
Online 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.kaseya.com/products/msp-quoting-software/

Categories and Features

CPQ

Not specified

MSP

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Not specified

Categories and Features

MSP

Not specified

Quoting

Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Pricing Management
Proposal Management

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