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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 Quoterite?

Quoterite optimizes the entire workflow of a window covering business through a cohesive web platform that includes quoting, customer relationship management, sales pipelines, order processing, production scheduling, payment solutions, and e-commerce capabilities. Tailored for those in the blinds, curtains, drapes, and shutters sectors, it serves retail showrooms, manufacturers, wholesalers, and online retailers in various regions such as Australia, New Zealand, the United States, Canada, the United Kingdom, and South Africa. By leveraging AI technology, the platform offers key functionalities like a quote verification system that detects specification errors before they disrupt production, as well as a feature for quickly converting supplier pricing documents into usable catalogs within mere hours. Manufacturers gain an edge with sophisticated production scheduling enhanced by wireless machine connectivity and custom dealer ordering portals. The pricing model is straightforward, published on a month-to-month basis without the need for long-term contracts, and the streamlined onboarding process typically sees users online in just one to two weeks. Additionally, Quoterite ensures smooth integration with popular accounting software such as Xero, MYOB, and QuickBooks, while also facilitating payment processing through Stripe, offering options like Afterpay and Zip, which collectively provide a well-rounded solution for the window covering industry. Overall, with these extensive features, businesses can concentrate on their growth ambitions, assured that Quoterite will adeptly handle their operational needs. This allows them to innovate and expand while minimizing the administrative burdens commonly associated with managing such enterprises.

Media

Media

No images available

Integrations Supported

Amazon Web Services (AWS)
Authorize.Net
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Nutshell
PayPal
QuickBooks Online
ScalePad
Syncro
Xero
Zapier
Zoho CRM

Integrations Supported

Amazon Web Services (AWS)
Authorize.Net
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Nutshell
PayPal
QuickBooks Online
ScalePad
Syncro
Xero
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Version
Free Trial Offered?

Pricing Information

$195
Free Version
Free Trial Offered?

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

Quoterite

Date Founded

2016

Company Location

Australia

Company Website

www.quoterite.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

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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Aspire Technologies, Inc