ScalePad QuoterScalePad
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
|
Company Informationxfactrs
United States
xfactrs.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Salesforce
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
Conga Billing
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
|
Integrations
Salesforce
Agile CRM
Authorize.Net
Autotask PSA
Avalara
CloudBlue
Conga Billing
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
|
|||||
|
|
|