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features
design
support

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Description

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

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

Avalara
QuickBooks Online
Salesforce
Stripe
Authorize.Net
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
Pipedrive
RightRev
ScalePad
Xero
Zapier

Integrations

Avalara
QuickBooks Online
Salesforce
Stripe
Authorize.Net
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Moneris
Nutshell
Pipedrive
RightRev
ScalePad
Xero
Zapier

Pricing Details

No price information available.
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

Nue.io

Founded

2019

Country

United States

Website

www.nue.io

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

CPQ

Nue stands out as the leading Quote-to-Cash platform integrated with Salesforce, designed specifically for managing revenue lifecycles. Among its standout features is an innovative CPQ (Configure, Price, Quote) solution tailored for contemporary SaaS businesses. Nue simplifies the complete revenue journey, from generating quotes to processing billing, facilitating smooth transitions and precise financial reporting. Notable attributes encompass adaptable pricing strategies, seamless Salesforce integration, automated invoicing, and up-to-the-minute revenue analytics, making it perfect for organizations with mixed revenue streams or fast-paced sales environments.

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

Quoting

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

Recurring Billing

Nue stands out as a premier provider of all-encompassing quote-to-cash solutions that are tailored to optimize revenue operations (RevOps) for SaaS companies. Its advanced platform accommodates a variety of billing structures, including recurring, usage-based, milestone, and one-off orders. The powerful "Everything Billing" engine effectively manages all B2B models and sales strategies, allowing for diverse pricing structures without leading to SKU proliferation. This platform automates the invoice process and adjusts them precisely for expansion revenue, changes to mid-term subscriptions, and consumption-based usage, minimizing the need for manual handling. It integrates effortlessly with Salesforce, delivering real-time revenue insights and adhering to ASC606 compliance. This synergy allows sales teams to view invoices instantly upon quote generation, while finance teams benefit from precise invoice creation and comprehensive revenue tracking across all sales channels and pricing strategies.

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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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