+
+

Related Products

  • Odoo
    1,694 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website
  • SuperOps
    223 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • P3Source
    16 Ratings
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • Comet Backup
    218 Ratings
    Visit Website
  • Addigy
    261 Ratings
    Visit Website
  • Everstage
    3,659 Ratings
    Visit Website
  • Domotz
    285 Ratings
    Visit Website

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

For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.

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

Organizations looking for an advanced sales management software

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

$69.95 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

WeSuite
Founded: 2008
United States
wesuite.com

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
PSQuote

PSQuote

CLD Partners

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Moneris
QuickBooks Online
Salesforce
ScalePad
Stripe
Syncro
System Surveyor
Xero
Zapier

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Kaseya BMS
Keap
Moneris
QuickBooks Online
Salesforce
ScalePad
Stripe
Syncro
System Surveyor
Xero
Zapier
Claim ScalePad Quoter and update features and information
Claim ScalePad Quoter and update features and information
Claim WeSuite and update features and information
Claim WeSuite and update features and information