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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 Quoter XR?

Quoter users consist of retailers specializing in building materials and general contractors dedicated to residential projects. Tailored by estimators for estimators, Quoter XR presents an economical solution for those seeking estimating software that balances simplicity and sophistication. By utilizing project templates and ready-made assemblies, users can swiftly create detailed and reliable quotes, achieving the ability to estimate the cost of an entire house in just 15 minutes, covering everything from the foundation to the roof, rather than limiting their focus to just the framing! Yet, speedy estimating is just one facet of Quoter XR; it has been carefully enhanced with feedback from a diverse group of lumberyard estimators and homebuilders across the country, establishing it as the most reliable estimating software currently available. The diverse templates and assemblies offered by Quoter XR are designed to meet a broad spectrum of estimating needs. Users can personalize their waste factors and save these preferences for future quotes. Moreover, this software provides the capability to create product lists tailored to individual estimating approaches, ensuring that all necessary components are included while eliminating any superfluous items. In summary, Quoter XR is engineered to significantly improve your estimating efficiency and precision, making it an invaluable tool for professionals in the field. As a result, users can expect not only a boost in productivity but also an increase in the overall quality of their estimates.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Mailchimp
Moneris
PayPal
Pipedrive
QuickBooks Online
Salesforce
Stripe
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Mailchimp
Moneris
PayPal
Pipedrive
QuickBooks Online
Salesforce
Stripe
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

Quoter Estimating Software

Company Location

Canada

Company Website

www.quoteronline.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

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

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