ScalePad QuoterScalePad
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handifyEvanon
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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
handify is a Technical Sales Operating System for companies that sell ingredients, raw materials, specialty chemicals, flavors and fragrances, where the product, drives the sale.
It replaces the usual mix of generic CRM, shared folders, spreadsheets and email with one platform: a configurable technical catalog flexible product attributes that double as search filters; technical documentation (TDS, SDS, CoA, certificates) that updates everywhere at once; Bundles, curated packages of products, documents and quotes shared with a client in minutes and always current; quoting with approval workflows; sample request management; leads, accounts and pipeline; and AR Helper, which keeps sales and finance aligned on due invoices, overdue balances and credit holds.
AI is built in: data extraction from technical PDFs, product recommendations, account analysis and narrative sales reports.
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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
Technical sales teams at B2B companies selling ingredients, raw materials, specialty chemicals, flavors and fragrances: ingredient producers and distributors, flavor and fragrance houses, specialty chemical manufacturers, pharmaceutical and cosmetic ingredient suppliers, and nutraceutical companies. Sales reps, technical sales managers, commercial directors, product managers, and the finance teams they work with.
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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 Videos |
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Pricing
$149 per month
Free Version
Free Trial
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PricingCustom
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 InformationEvanon
Founded: 2025
Mexico
handify.app
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
HaloPSA
Highrise
Ingram Micro Cloud
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Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
HaloPSA
Highrise
Ingram Micro Cloud
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