Audience

IT service and MSP teams requiring a solution to generate professional quotes

About ScalePad Quoter

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.

Pricing

Starting Price:
$149 per month

Integrations

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Company Information

ScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/

Videos and Screen Captures

ScalePad Quoter Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

ScalePad Quoter Frequently Asked Questions

Q: What kinds of users and organization types does ScalePad Quoter work with?
Q: What languages does ScalePad Quoter support in their product?
Q: What kind of support options does ScalePad Quoter offer?
Q: What other applications or services does ScalePad Quoter integrate with?
Q: What type of training does ScalePad Quoter provide?
Q: How much does ScalePad Quoter cost?

ScalePad Quoter Product Features

CPQ

Self Service Portal
Approval Workflow
Proposal Generation
3D Modeling
Guided Selling
Quotes / Estimates
Renewal Management
Product Configurator
eCommerce
2D Drawing

MSP

Remote Access
Live Chat
Billing & Invoicing
Patch Management
Remote Systems Monitoring
Dashboard
Issue Management
Scheduling
Backup Management
Help Desk
Project Management
CRM
Privileged Access Management (PAM)

Proposal Management

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

Quoting

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