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About

Configure to WIN is quote-control and pricing governance software for B2B companies that work with complex products, services, pricing rules, rebates and approval workflows. The platform helps sales, pricing, finance and management teams bring commercial quote decisions into one structured workflow. It combines product and price data, currencies, quote lines, configurable measures and approval rules to calculate commercial outcomes, identify exceptions and support consistent approval decisions. Configure to WIN is designed for teams that need more control than lightweight quoting or proposal tools, without the cost and complexity of large enterprise CPQ. It helps companies improve quote speed, protect margins, reduce manual checks and make pricing and approval decisions more traceable. The platform also offers a free Quote Performance Scan that helps teams benchmark their quote maturity in about 3 minutes.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B sales, pricing, finance and management teams that manage complex quotes, pricing rules, margins, rebates and approval workflows.

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$499/month
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Configure to WIN
Founded: 2026
Netherlands
configure.win

Company Information

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

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
Csmart CPQ

Csmart CPQ

Covalense Digital Solutions
Experlogix CPQ

Experlogix CPQ

Experlogix
Sculptor CPQ

Sculptor CPQ

Twistellar
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
CPQLite

CPQLite

Solunus Technologies
Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Categories

CPQ

Categories

Integrations

Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Moneris
PayPal
Pipedrive
QuickBooks Online
ScalePad
Stripe
Zapier
Zoho CRM

Integrations

Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Moneris
PayPal
Pipedrive
QuickBooks Online
ScalePad
Stripe
Zapier
Zoho CRM
Claim Configure to WIN and update features and information
Claim Configure to WIN and update features and information
Claim ScalePad Quoter and update features and information
Claim ScalePad Quoter and update features and information