handify

handify

Evanon
+
+

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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

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.

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

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.

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

Custom
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

Evanon
Founded: 2025
Mexico
handify.app

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
Mar-Kov

Mar-Kov

Mar-Kov Computer Systems
Experlogix CPQ

Experlogix CPQ

Experlogix
CPQLite

CPQLite

Solunus Technologies
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
TurboQuote

TurboQuote

TurboDocx

Categories

Categories

CRM

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

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
Pipedrive
QuickBooks Online
Salesforce
Stripe
Syncro
Zapier
Zoho CRM

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
Pipedrive
QuickBooks Online
Salesforce
Stripe
Syncro
Zapier
Zoho CRM
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