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Average Ratings 0 Ratings

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ease
features
design
support

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Description

An all-in-one platform adeptly manages every facet of intricate product costing, encompassing the various subprocesses that impact the final price of a product assembly. QuoteWin optimizes quoting tasks and data, leading to more competitive material expenses, shorter quote cycle times, and enhanced data precision. DesignWin fosters efficiencies in procedures while ensuring traceability during product pricing processes. Complementing this, EMS quoting and comparative analytics provide a comprehensive costing solution. Additionally, the modular design of our offerings enables each client to tailor a unique solution that addresses their particular needs and challenges effectively. This flexibility empowers businesses to adapt as their requirements evolve over time.

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

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Keap
Pipedrive
QuickBooks Online
ScalePad
Stripe
Supplyframe
Xero
Zapier
Zoho CRM

Integrations

Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Keap
Pipedrive
QuickBooks Online
ScalePad
Stripe
Supplyframe
Xero
Zapier
Zoho CRM

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

Supplyframe

Founded

2002

Country

United States

Website

supplyframe.com/quoting-solutions-for-ems/

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

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Alternatives

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Aspire Technologies, Inc