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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 Salesmoves?

A logistics or transportation CRM software acts as a centralized system for overseeing customer interactions, improving both the presales and post-sales stages to boost the quality of service provided by sales and customer support teams while ensuring consistent operations. This tool also streamlines freight quote management for logistics and transportation services used by various shipping firms, accommodating diverse tariffs and metrics including payload, TEU, weight, volume, and units. It allows for the efficient dispatch of quotes through email in various formats and currencies, complete with comprehensive tariffs and tailored designs. Built on the Dynamics CRM framework, this software enables organizations to focus on their primary objectives, establish a uniform workflow in the sales process, and ultimately enhance sales performance while guaranteeing that customers receive the necessary assistance, which leads to a more effective sales team overall. Furthermore, this software plays a crucial role in optimizing communication and nurturing stronger customer relationships, which in turn enhances overall operational efficiency and contributes to long-term business success. By fostering these connections, businesses can create a more loyal customer base, driving repeat sales and referrals.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Moneris
Nutshell
PayPal
Pipedrive
QuickBooks Online
Stripe
Syncro
Xero
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Moneris
Nutshell
PayPal
Pipedrive
QuickBooks Online
Stripe
Syncro
Xero
Zapier
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

MAEIL

Date Founded

1999

Company Location

Lisboa

Company Website

transportersystems.com/crm-logistics-transports.html

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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