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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.

About

Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT service and MSP teams requiring a solution to generate professional quotes

Audience

Agencies, consultants and technical service firms wanting a tool to quote, scope, and bill work while managing changes and maximizing profitability

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$149 per month
Free Version
Free Trial

Pricing

$19 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/

Company Information

Scopey
Founded: 2022
Ireland
www.scopey.co

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
Experlogix CPQ

Experlogix CPQ

Experlogix
Scope

Scope

The Virtu Group
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
ConnectBooster
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
PayPal
QuickBooks Online
Salesforce
ScalePad
Syncro
Zapier
Zoho CRM

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
ConnectBooster
Highrise
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
PayPal
QuickBooks Online
Salesforce
ScalePad
Syncro
Zapier
Zoho CRM
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