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What is xRP?

Manage the responsibilities of your team by uploading essential documents related to task entries and incorporating important annotations. Improve your sales figures while reducing the costs tied to generating quotes. Create PDFs for service requests and keep an eye on service hours classified by category, while also tracking crucial resource hours. Founded in 1995, Agent Technologies is dedicated to improving operations through innovative software solutions and expert consulting services. We cater to a broad spectrum of clients, from small businesses to major corporations such as Procter & Gamble, with an emphasis on the manufacturing sector. This extensive experience has provided us with the tools to tackle a wide range of operational challenges effectively, ensuring that our clients achieve their goals.

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

BloFin
Coinbase One Card

Integrations Supported

Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Moneris
PayPal
Pipedrive
Salesforce
Stripe
Xero
Zapier

API Availability

API Availability

Pricing Information

$9 per month

Pricing Information

$149 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Agent Technogies

Company Location

United States

Company Website

www.agenttech.com/xrp.aspx

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Categories and Features

CRM

Not specified

Categories and Features

CPQ

Not specified

MSP

Not specified

Proposal Management

Not specified

Quote-to-Cash

Not specified

Quoting

Not specified

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