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What is audIT?

audIT is a SaaS platform tailored for managed service providers (MSPs), enabling them to create engaging, visually striking, and simple sales presentations that increase the likelihood of securing high-value IT contracts with ease when it comes to pricing concerns. By utilizing audIT, users can command higher fees, thereby boosting their earnings through additional sales and cross-selling options. This efficient tool allows the creation of professional-quality sales presentations in under an hour, which has encouraged thousands of MSPs worldwide to adopt audIT to enhance their sales and grow their monthly recurring revenue (MRR) significantly. With audIT, you can increase your MRR by showcasing comprehensive solutions at premium prices, with the confidence that clients will accept these proposals without raising price objections. Moreover, audIT uncovers hidden MRR opportunities by facilitating smooth upgrades during client evaluations, ensuring that necessary improvements for their security are willingly accepted. This state-of-the-art platform not only simplifies the creation of straightforward and emotionally resonant sales presentations but also conserves your time and energy, allowing you to concentrate on nurturing robust relationships with your clients. Consequently, audIT empowers MSPs to achieve greater success and scalability in their business endeavors.

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.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise Automate
Kaseya BMS
Authorize.Net
CloudBlue
ConnectBooster
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
IT Glue
Ingram Micro Cloud
Mailchimp
Moneris
Nutshell
Pipedrive
QuickBooks Online
ScalePad
Stripe
Xero
Zoho CRM

Integrations Supported

Autotask PSA
ConnectWise Automate
Kaseya BMS
Authorize.Net
CloudBlue
ConnectBooster
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
IT Glue
Ingram Micro Cloud
Mailchimp
Moneris
Nutshell
Pipedrive
QuickBooks Online
ScalePad
Stripe
Xero
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$149 per month
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

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.auditforit.com

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Categories and Features

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

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

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QuoteWerks Reviews & Ratings

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Aspire Technologies, Inc