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Description
Keep an eye on your Stripe and PayPal accounts directly from your menu bar with CashNotify, an application compatible with both Mac and Windows. The icon's hue will notify you whenever there are updates in your accounts, making it incredibly convenient to use. No longer do you need to maintain an open browser tab for your payment platforms; simply click on the menu bar icon or notification for instant access. After entering your API keys during the initial setup, you won’t have to re-enter your credentials again. The app features a graph displaying your net revenue or total payments over a specified period, and you can expand any event with a click to view further details, including customer information and associated transaction fees. Additionally, if applicable, any application fees will be shown here as well. You can also link multiple Stripe and PayPal accounts to see a consolidated view of their revenues on the main dashboard, providing a comprehensive overview of your financial activities in one convenient location. Enjoy the simplicity and efficiency that CashNotify brings to managing your payment accounts effortlessly.
Description
Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
Yes
Stripe
Yes
Agile CRM
No
Authorize.Net
No
Autotask PSA
No
Avalara
No
CloudBlue
No
ConnectBooster
No
ConnectWise Automate
No
HaloPSA
No
Integrations
PayPal
Yes
Stripe
Yes
Agile CRM
Yes
Authorize.Net
Yes
Autotask PSA
Yes
Avalara
Yes
CloudBlue
Yes
ConnectBooster
Yes
ConnectWise Automate
Yes
HaloPSA
Yes
Pricing Details
€19 one-time payment
Free Trial
Yes
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Baguette Engineering
Founded
2017
Country
France
Website
cashnotify.com
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
Push Notifications
A/B Testing
No
Analytics
Yes
Campaign Segmentation
No
Contextual Targeting
No
Device Targeting
No
Expiry Notifications
No
Geo Targeting
No
Mobile Notifications
No
Notification Scheduling
No
Visual Notifications
No
Web Notifications
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
