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What is xfactrs?

The AI-powered platform offers immediate intelligent insights to identify and avert revenue loss throughout the entire quote-to-cash process. Xfactrs integrates effortlessly with all your quote-to-cash systems, providing real-time notifications about potential leakages. With extensive coverage across assurance areas, xfactrs establishes proactive measures that encompass the full quote-to-cash lifecycle. In today’s highly competitive landscape, it is crucial to optimize every aspect of your operations; however, unnoticed revenue losses can siphon off resources and hinder growth. Our solution is specifically designed to tackle this challenge head-on, ensuring you capture every possible revenue opportunity. Connectivity plays a vital role, and our adaptors guarantee that your subscription systems work seamlessly with the xfactrs platform. By effortlessly aligning critical data, xfactrs ensures that every transaction, subscription, and invoice is closely monitored for any signs of leakage, ultimately improving your financial health and operational effectiveness. This allows you to concentrate on growing your business while we handle the protection of your revenue streams. Moreover, our platform empowers businesses to remain agile and responsive, adapting to market changes while securing their financial future.

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

Salesforce
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
CloudBlue
Conga Billing
ConnectBooster
ConnectWise Automate
Highrise
Ingram Micro Cloud
Keap
Mailchimp
Netcracker
Nutshell
Pipedrive
Stripe
Syncro
Zoho CRM
Zuora

Integrations Supported

Salesforce
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
CloudBlue
Conga Billing
ConnectBooster
ConnectWise Automate
Highrise
Ingram Micro Cloud
Keap
Mailchimp
Netcracker
Nutshell
Pipedrive
Stripe
Syncro
Zoho CRM
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

xfactrs

Company Location

United States

Company Website

xfactrs.com

Company Facts

Organization Name

ScalePad

Date Founded

2015

Company Location

Canada

Company Website

www.scalepad.com/quoter/

Categories and Features

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield 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

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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