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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Oversee your products, their descriptions, and pricing efficiently. Establish your store's link, select your currency, and outline payment instructions along with delivery charges. Your customers are sure to appreciate the quick and enjoyable shopping experience you provide. Receive incoming orders directly on your personal WhatsApp or WhatsApp Business number for seamless transactions. Gone are the days of waiting in line; customers can easily place orders, make payments, and be on their way in no time. Encourage your current clients to explore your complete catalog and assist them in ordering through a straightforward e-store link without the need for a Payment Gateway. You have the flexibility to accept payments through various methods including cash at the counter, cash on delivery, payment links, PayPal, or QR codes, depending on what suits you best. It’s essential to include these payment instructions as you set up your onwhats.app store! From your dashboard, you can effortlessly manage your products, payment settings, pricing, and more, ensuring everything runs smoothly. This streamlined approach not only simplifies the ordering process but also enhances customer satisfaction.

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
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectWise Automate
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Nutshell
Pipedrive
Salesforce
ScalePad
Syncro
Xero
Zapier

Integrations

PayPal
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectWise Automate
HaloPSA
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Nutshell
Pipedrive
Salesforce
ScalePad
Syncro
Xero
Zapier

Pricing Details

$1 per month
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

OnWhatsApp

Website

get.onwhats.app/

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

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

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