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About

Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps.

About

Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams and businesses that want a solution to automate and standardize quoting so reps spend less time generating quotes and more time selling

Audience

IT service and MSP teams requiring a solution to generate professional quotes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$149 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CloudQuote
Founded: 2013
South Africa
cloudquoteglobal.com

Company Information

ScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/

Alternatives

TurboQuote

TurboQuote

TurboDocx

Alternatives

QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quoter

Quoter

Quoter Software
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
AutoQuote

AutoQuote

Dean Infotech

Categories

Quoting Supported

Categories

CPQ Supported
MSP Supported
Quote-to-Cash Supported
Quoting Supported

Integrations

Agile CRM Not Supported
Amazon Web Services (AWS) Not Supported
Authorize.Net Not Supported
Autotask PSA Not Supported
Avalara Not Supported
ConnectBooster Not Supported
ConnectWise Cybersecurity Management Not Supported
HaloPSA Not Supported
Highrise Not Supported
HubSpot CRM Not Supported
Ingram Micro Cloud Not Supported
Kaseya BMS Not Supported
Keap Not Supported
Mailchimp Not Supported
Moneris Not Supported
Nutshell Not Supported
Salesforce Not Supported
Syncro Not Supported
Xero Not Supported
Zoho CRM Not Supported

Integrations

Agile CRM Supported
Amazon Web Services (AWS) Supported
Authorize.Net Supported
Autotask PSA Supported
Avalara Supported
ConnectBooster Supported
ConnectWise Cybersecurity Management Supported
HaloPSA Supported
Highrise Supported
HubSpot CRM Supported
Ingram Micro Cloud Supported
Kaseya BMS Supported
Keap Supported
Mailchimp Supported
Moneris Supported
Nutshell Supported
Salesforce Supported
Syncro Supported
Xero Supported
Zoho CRM Supported
Claim CloudQuote and update features and information
Claim CloudQuote and update features and information
Claim ScalePad Quoter and update features and information
Claim ScalePad Quoter and update features and information