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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

The AI-based platform sends you real-time smart signals to identify and stop your revenue leakage across the quote-to-cash process. xfactrs integrates with all your quote-to-cash systems and sends real-time signals on potential leakage areas. xfactrs gives you the widest coverage of assurance areas with proactive controls across the quote-to-cash lifecycle. In today’s competitive landscape, it’s critical to optimize every aspect of your operations, and yet, revenue leaks often go unnoticed, draining your resources and hindering growth. Our platform is specifically designed to tackle this challenge head-on, ensuring you never miss out on valuable revenue streams again. Connectivity is key, and our adaptors ensure your subscription systems and xfactrs platform work in perfect harmony. xfactrs will effortlessly synchronize critical information and ensures that every transaction, subscription, and invoice is seamlessly tracked for any leakage detection.

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

Businesses searching for a solution to detect and prevent revenue leakage

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

No information available.
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

xfactrs
United States
xfactrs.com

Alternatives

Quoter

Quoter

Quoter Software

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
Operative.One

Operative.One

Operative
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Categories

Categories

Integrations

Salesforce
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
Conga Billing
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Ingram Micro Cloud
Keap
Moneris
Netcracker
Pipedrive
ScalePad
Syncro
Zoho CRM
Zuora

Integrations

Salesforce
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
Conga Billing
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Ingram Micro Cloud
Keap
Moneris
Netcracker
Pipedrive
ScalePad
Syncro
Zoho CRM
Zuora
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Claim ScalePad Quoter and update features and information
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