Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • SuperOps Reviews & Ratings
    295 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Comet Backup Reviews & Ratings
    219 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,823 Ratings
    Company Website
  • Auvik Reviews & Ratings
    678 Ratings
    Company Website
  • NinjaOne Reviews & Ratings
    6,064 Ratings
    Company Website

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 Roadbase?

Roadbase acts as an AI-driven planning tool that focuses on facilitating the creation of quotes for creative freelancers and agencies. Users can either paste a project brief or upload a PDF to instantly generate a customizable initial draft, which encompasses a project summary, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and justifications for the provided estimates. Teams are then able to evaluate and adjust this draft, adding their own costs associated with roles, billable rates, overhead, direct expenditures, contingency reserves, and profit goals to create the final quote. A visual timeline feature effectively integrates all elements such as tasks, timelines, roles, hours, and pricing within the same project framework. Once the detailed plan has been finalized, users have the option to export the reviewed work breakdown, roadmap, and cost overview into a proposal PDF. After gaining approval, the project can be moved into a user-friendly Kanban workspace, which allows for task assignments, comments, time tracking by both project and task, and analysis of actual hours versus initial estimates. Roadbase is tailored specifically for businesses engaged in creative services across various fields, including advertising, branding, design, video production, and web and app development, in addition to related consulting activities. This all-encompassing method not only simplifies project management but also fosters teamwork and collaboration among members, leading to a smoother and more productive workflow. With Roadbase, teams can enhance their efficiency and focus on delivering high-quality work to their clients.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Autotask PSA
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
Keap
Mailchimp
Nutshell
PayPal
Pipedrive
QuickBooks Online
Salesforce
ScalePad
Stripe
Syncro
Xero
Zoho CRM

Integrations Supported

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Version

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

Roadbase

Date Founded

2026

Company Location

Spain

Company Website

roadbase.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

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Customer Accounts
Customizable Branding
Proposal Management

Popular Alternatives

Popular Alternatives

Quoter Reviews & Ratings

Quoter

Quoter Software
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
Scope Reviews & Ratings

Scope

The Virtu Group
QuoteWerks Reviews & Ratings

QuoteWerks

Aspire Technologies, Inc
QuoteWerks Reviews & Ratings

QuoteWerks

Aspire Technologies, Inc