ScalePad QuoterScalePad
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B sales, pricing, finance and management teams that manage complex quotes, pricing rules, margins, rebates and approval workflows.
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Audience
IT service and MSP teams requiring a solution to generate professional quotes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$499/month
Free Version
Free Trial
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Pricing
$149 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationConfigure to WIN
Founded: 2026
Netherlands
configure.win
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Categories |
Categories |
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Integrations
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
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Integrations
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
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