ScalePad QuoterScalePad
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Related Products
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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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About
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details.
From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes.
Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.
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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
IT service and MSP teams requiring a solution to generate professional quotes
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Audience
Managed Service Providers
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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 VideosNo images available
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Pricing
$149 per month
Free Version
Free Trial
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Pricing
$89/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 InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Company InformationScopable
Founded: 2023
United States
scopable.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
HaloPSA
Ingram Micro Cloud
Agile CRM
Autotask PSA
ConnectWise Automate
ConnectWise Cybersecurity Management
HubSpot CRM
Kaseya BMS
Mailchimp
Microsoft 365
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Integrations
HaloPSA
Ingram Micro Cloud
Agile CRM
Autotask PSA
ConnectWise Automate
ConnectWise Cybersecurity Management
HubSpot CRM
Kaseya BMS
Mailchimp
Microsoft 365
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