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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 Salesninja?

This is where we come into play. Equip your sales team to perform transactions from anywhere, even without internet access. Salesninja provides your personnel with all the essential resources to accelerate the sales process. Furthermore, it allows your company to manage product availability across various regions, tailor product configurations, oversee pricing strategies, and calculate profits for each sale. A user-friendly web-based administration portal is included, which simplifies the management of purchase orders, sales analytics, product oversight, and administration of both users and dealers, as well as accessory management. With Salesninja, a dedicated margin calculator is available, granting immediate insights into the profits tied to each transaction. The Quick Quote feature enhances this capability by enabling the creation of pre-defined templates for standard orders, which helps clients make purchasing decisions rapidly while efficiently managing surplus inventory within the sales pipeline. This efficient methodology not only boosts productivity but also fortifies the overall sales strategy, leading to improved outcomes for your business. By implementing these features, your organization can stay ahead of the competition in a rapidly evolving market.

Media

Media

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
PayPal
Pipedrive
QuickBooks Online
ScalePad
Syncro
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
PayPal
Pipedrive
QuickBooks Online
ScalePad
Syncro
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

Salesninja

Date Founded

2014

Company Location

United States

Company Website

www.salesninja.net

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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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