ScalePad QuoterScalePad
|
||||||
Related Products
|
||||||
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
Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.
|
|||||
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
Small and mid-sized businesses that want to replace spreadsheets with a modular system to manage sales, inventory, and operations more efficiently in one connected platform
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
|
Company InformationTidy3
Founded: 2010
New Zealand
tidy3.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Xero
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
|
Integrations
Xero
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
HubSpot CRM
|
|||||
|
|
|