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

Ratings/Reviews

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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 Not Supported
Approval Workflow Not Supported
Proposal Generation Not Supported
3D Modeling Not Supported
Guided Selling Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Product Configurator Not Supported
eCommerce Not Supported
2D Drawing Not Supported

MSP

Remote Access Not Supported
Live Chat Not Supported
Billing & Invoicing Not Supported
Patch Management Not Supported
Remote Systems Monitoring Not Supported
Dashboard Not Supported
Issue Management Not Supported
Scheduling Not Supported
Backup Management Not Supported
Help Desk Not Supported
Project Management Not Supported
CRM Not Supported
Privileged Access Management (PAM) Not Supported

Proposal Management

Electronic Signature Not Supported
Templates Not Supported
Automatic Formatting Not Supported
Contact Management Not Supported
Pipeline Management Not Supported
Collaboration Not Supported
RFP Management Not Supported
Knowledge Library Not Supported
Content Repository Not Supported
Document Management Not Supported
Requirements Management Not Supported
Task Management Not Supported
Calendar Management Not Supported
Version Control Not Supported
Revision Management Not Supported

Quoting

Proposal Management Not Supported
Pricing Management Not Supported
Customer Accounts Not Supported
Contact Management Not Supported
Forms Creation Not Supported
Product Configurator Not Supported
Catalog Management Not Supported
Customizable Branding Not Supported
Client Portal Not Supported
Discount Management Not Supported
Automated Quoting Not Supported