MethodosIT Quotation Management SystemKE MethodosIT
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ScalePad QuoterScalePad
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Related Products
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About
The Quotation Management System is an easy-to-use and flexible application that allows a company to create, submit and track quotes and invoices. The Quotation Management System is an open-source web-based application. It can be downloaded as a Windows installer executable which makes the installation a very simple task. Manage all of your quotation records in one user-friendly system as well as maintain the necessary standards for tracking. Generate an automatic quotation in a PDF format using custom-designed PDF Forms. Support simple web-based document management functionality. Modify the attached documents preserving their history. Lock/unlock documents etc. Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis.
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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
Companies of all sizes seeking a solution to manage their quotation processes
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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 Videos |
Screenshots and Videos |
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Pricing
No information available.
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 InformationKE MethodosIT
Founded: 2004
Cyprus
www.methodosit.com.cy/products/sqm.html
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Categories |
Categories |
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Quoting Features
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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Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
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Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
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