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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 Quovos?

Quovos is a cloud-driven solution designed to simplify the quoting and job management processes for firms that deal with pricing and delivering equipment, materials, and labor. Users can generate customized, multi-option quotes that outline costs, selling prices, and profit margins for each item, which can be easily shared with clients for online approval. Upon acceptance of a quote, it can promptly be converted into a purchase order for suppliers, facilitating tracking throughout the delivery and project execution phases. The application allows teams to record working hours, supervise contractors, manage inventory and assets, and analyze discrepancies between estimated and actual job costs and margins. Furthermore, integrated supplier feeds can enrich quotes by providing trade prices, retail rates, stock levels, and anticipated availability, enhancing the accuracy of the proposals. Quovos also simplifies financial processes by enabling the direct sending of invoices and supplier payments to Xero, ensuring that payment statuses are updated within the system. There are various subscription tiers available, each with distinct limitations on users, quotes, and organizations, along with optional modules and integrations customized to meet specific requirements. This versatility positions Quovos as an effective solution for businesses aiming to improve their quoting and job management capabilities while also ensuring they remain competitive in their respective markets. As organizations grow and evolve, Quovos adapts to provide ongoing support for their changing needs.

Media

Media

No images available

Integrations Supported

Xero
Agile CRM
Amazon Web Services (AWS)
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Keap
Mailchimp
Moneris
Nutshell
PayPal
Pipedrive
QuickBooks Online
ScalePad
Zapier

Integrations Supported

Xero

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$49/month
Starter is $49/month for 3 seats, 50 quotes/month, and 1 organization; Professional is $99/month for 10 seats, unlimited quotes, and up to 3 organizations; Business is $199/month for unlimited seats, quotes, and organizations. Optional modules cost $10–$20/month. Xero integration costs $15/month on Starter and Professional and is included with Business. Plans are month-to-month with no setup fee or lock-in contract.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Quovos

Company Website

quovos.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

Quoting

Not specified

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