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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PayPal
Stripe
Agile CRM
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Moneris
Pipedrive
Salesforce
ScalePad
Syncro
Zapier
Zoho CRM

Integrations

PayPal
Stripe
Agile CRM
Avalara
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Moneris
Pipedrive
Salesforce
ScalePad
Syncro
Zapier
Zoho CRM

Pricing Details

€19 one-time payment
Free Trial
Free Version

Pricing Details

$149 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Analytics
Campaign Segmentation
Contextual Targeting
Device Targeting
Expiry Notifications
Geo Targeting
Mobile Notifications
Notification Scheduling
Visual Notifications
Web Notifications

Product Features

CPQ

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

MSP

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

Proposal Management

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

Quoting

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

Alternatives

Alternatives

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Experlogix CPQ

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QuoteWerks

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