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Description
Quoter users comprise retailers of building materials and general contractors focused on residential projects. Specifically designed by estimators for estimators, Quoter XR offers a cost-effective solution for those in search of an estimating software that is both straightforward and advanced. With the use of project templates and pre-built assemblies, users can generate comprehensive and dependable quotes with remarkable speed. You can estimate the cost of a whole house in just 15 minutes, encompassing everything from the foundation to the roofing, rather than limiting it to just the framing! However, rapid estimating is merely one aspect; Quoter XR has been meticulously refined with the insights of various lumberyard estimators and homebuilders nationwide, making it the most trustworthy estimating software available. The templates and assemblies provided by Quoter XR cater to a wide range of estimating requirements. Users have the flexibility to set their own waste factors and retain them for future quotations. Additionally, the software allows for the option to generate product lists based on individual estimating preferences, ensuring it includes all necessary features while excluding any unnecessary elements. Overall, Quoter XR is designed to enhance your estimating efficiency and accuracy significantly.
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
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot CRM
Integrations
Agile CRM
Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
Avalara
ConnectBooster
ConnectWise Cybersecurity Management
HaloPSA
Highrise
HubSpot 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
Quoter Estimating Software
Country
Canada
Website
www.quoteronline.com
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
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
