ScalePad QuoterScalePad
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Related Products
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About
Sbison is a quote detail tracking, time tracking and collaboration tool. It’s ideally suited for advertising agencies, development shops, marketing companies or any consulting business. Access to all features such as quote tracking, time tracking and collaboration. Pay only $144/year if you buy seat licenses annually. This is a 20% saving over the monthly subscription rate. Enterprise clients are eligible for additional discounts. Quote details are easily accessible from anywhere by your entire team. Quotes are fully searchable. System keeps running a total of pending, approved, and completed quotes. This makes it easier for forecasting resources, billing, and cost analysis. The time tracking feature makes it easy to capture all incremental billable hours for your whole team. Capturing lost hours feels like a new revenue stream. Team members can easily document and share new ideas and processes. Ensure this knowledge isn’t being lost or kept in silos.
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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 searching for a solution to track quote details and billable hours
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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
$144.00/year/user
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 InformationSbison
Canada
www.sbison.com
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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
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Kaseya BMS
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Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Kaseya BMS
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