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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 SQL Pyme?

Our ERP system provides an all-encompassing treasury management solution designed to streamline your collection and payment processes via a user-friendly interface, which includes a powerful module capable of generating bank remittances, managing collections, executing manual payments, and producing detailed reports on various financial elements like maturities, returns, account deliveries, cash counts, and more. This versatile system also improves the precision and traceability of your inventory by accommodating key attributes such as sizes, colors, batches, expiration dates, serial numbers, and any other important characteristics that are vital for effective item management. Moreover, you have the ability to modify product pricing according to these specific features, allowing for price adjustments based on size variations or color options, thus enabling you to respond adeptly to market trends. This degree of customization not only optimizes your operational efficiency but also empowers you to make data-driven pricing choices that accurately reflect the intrinsic value of each item. In doing so, you enhance your competitive edge and ensure that your pricing strategy aligns seamlessly with customer expectations and market dynamics.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Nutshell
QuickBooks Online
Stripe
Syncro
Xero

Integrations Supported

Collate
Embat

API Availability

API Availability

Pricing Information

$149 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Company Facts

Organization Name

Distrito K

Date Founded

1997

Company Location

Spain

Company Website

www.distritok.com/programa-de-gestion

Categories and Features

CPQ

Not specified

MSP

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Not specified

Categories and Features

ERP

Not specified

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