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Description
Every organization is unique, characterized by distinct individuals, processes, tools, systems, structures, objectives, hurdles, and priorities. ProQuote focuses on developing tailored sales quotation solutions that empower businesses to streamline operations, improve customer relations, and increase sales performance. Unlike most CPQ software that either adopts a low-cost “one size fits all” model or becomes overly complex and pricey, our offering is designed specifically for manufacturers, distributors, technical integrators, and wholesalers who seek a customized solution that meets their specific requirements at a fair cost. We understand that merely having software isn't enough to resolve your challenges or ensure your organization's success; instead, sustainable improvements arise from the integration of software with skilled personnel, a reliable strategy, measurable results, and a clearly defined business process. Our “PQ Sure” methodology combines strategic insight, consulting expertise, and advanced software to effectively address your quoting and estimating issues, ensuring a comprehensive approach to business improvement. Ultimately, we aim to foster an environment where businesses can thrive through well-rounded solutions that incorporate both technology and human expertise.
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
Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Ingram Micro Cloud
Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
CloudBlue
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Ingram Micro Cloud
Pricing Details
$3500.00/one-time
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
IMPAC Systems
Founded
1992
Country
Canada
Website
www.proquote-solutions.com
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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
