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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 QuoteCAM?

To enhance your operational efficiency, you can seamlessly integrate new work centers, processes, and materials in real-time with remarkable ease. The platform’s clear, structured, and user-friendly interface enables users to become adept within minutes. In the event a customer requests a modification in batch size, the analyser facilitates immediate recalculations of costs and selling prices. If you need to match or beat a competitor's pricing, the analyser can deconstruct their figures, providing insights into your profit margin—both as a percentage and in actual dollar amounts—if you decide to adjust your offer. Moreover, QuoteCAM includes an intuitive machining calculator that automatically determines the chosen material and cutting parameters listed in your quote, estimating machining times based on the operations and conditions you enter. This suite of features makes it an all-encompassing tool for efficiently managing quotes, streamlining your workflow, and enhancing productivity. The integration of these components not only simplifies the quoting process but also empowers users to make informed business decisions swiftly.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Keap
Mailchimp
Moneris
Nutshell
Pipedrive
ScalePad
Stripe
Xero
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Keap
Mailchimp
Moneris
Nutshell
Pipedrive
ScalePad
Stripe
Xero
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

CIM Solutions

Company Location

Australia

Company Website

quotecam.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

MEP

3D Design
3D Spooling
Costing and Reporting
Design Feedback
Documentation Tools
Drafting Automation
HVAC Design
MEP Fabrication
Project Communication
Service Validation / Clash Detection

Quoting

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

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