SAASRAM SuiteSAASTEPS
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ScalePad QuoterScalePad
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Related Products
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About
The SAASRAM Suite by SAASTEPS is an all-in-one revenue lifecycle management solution designed to streamline and automate business operations, enhancing growth and profitability. Built natively on the Salesforce platform, it offers a unified data model that eliminates the need for custom code or integrations, ensuring seamless integration with existing CRM and ERP systems. The suite encompasses various components, including eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. This comprehensive approach enables businesses to attract, retain, and cultivate customer relationships through a standardized 360˚ customer view dashboard. By consolidating billing, renewals, and revenue recognition into a single, synchronized system, SAASRAM empowers teams to collaborate efficiently, automate workflows, and unlock new growth opportunities beyond the initial sale.
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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
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
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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
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Audience
Companies seeking a tool to optimize their revenue lifecycle management operations
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Audience
IT service and MSP teams requiring a solution to generate professional quotes
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$149 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationSAASTEPS
Founded: 2021
United States
saasteps.com/saasram-suite/
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Categories |
Categories |
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Integrations
Agile CRM
Not Supported
Amazon Web Services (AWS)
Not Supported
Authorize.Net
Not Supported
Avalara
Not Supported
ConnectBooster
Not Supported
ConnectWise Automate
Not Supported
ConnectWise Cybersecurity Management
Not Supported
HaloPSA
Not Supported
HubSpot CRM
Not Supported
Kaseya BMS
Not Supported
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Integrations
Agile CRM
Supported
Amazon Web Services (AWS)
Supported
Authorize.Net
Supported
Avalara
Supported
ConnectBooster
Supported
ConnectWise Automate
Supported
ConnectWise Cybersecurity Management
Supported
HaloPSA
Supported
HubSpot CRM
Supported
Kaseya BMS
Supported
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