TurboQuote

TurboQuote

TurboDocx
+
+

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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

TurboQuote is a Configure, Price, Quote (CPQ) solution built into the TurboDocx platform that enables sales teams to create accurate, professional quotes quickly by combining product configuration, pricing management, and document generation in a single workflow. It allows users to manage product catalogs with configurable options, bundles, and dependency rules, ensuring that only valid product combinations are selected during the quoting process. It includes price books that support multiple pricing structures based on customer segments, regions, or sales channels, automatically applying the correct pricing to each quote to eliminate manual calculations and reduce errors. Once configured, quotes can be instantly generated as branded PDF documents, maintaining consistency and professionalism across all sales materials. TurboQuote also streamlines the entire quote-to-proposal process by integrating directly with document automation and e-signature tools within TurboDocx.

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

Sales teams and revenue operations professionals who need to quickly configure products, generate accurate quotes, and streamline the sales process within a single automated CPQ 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

$10 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

TurboDocx
Founded: 2022
United States
www.turbodocx.com/products/turboquote

Alternatives

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
Quoter

Quoter

Quoter Software
Experlogix CPQ

Experlogix CPQ

Experlogix
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
camos CPQ

camos CPQ

camos

Categories

Categories

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Nutshell
PayPal
QuickBooks Online
ScalePad
Stripe
Syncro
Xero
Zapier

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Avalara
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Nutshell
PayPal
QuickBooks Online
ScalePad
Stripe
Syncro
Xero
Zapier
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