Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our ERP system offers a comprehensive treasury management solution that enables you to efficiently handle collections and payments through an intuitive interface, featuring a robust module that allows for the generation of bank remittances, collections, and manual payments, along with detailed reports on maturities, returns, account deliveries, cash counts, and cash X, among various other functionalities. Additionally, this configurable system enhances the granularity and traceability of your inventory, accommodating specific attributes like sizes, colors, batches, expiration dates, serial numbers, or any other characteristics essential for your company's item control. Furthermore, you can adjust pricing for your products based on these features, such as setting higher prices for larger sizes or lower prices for different colors, giving you the flexibility to cater to market demands. This level of customization not only streamlines your operations but also enhances your ability to make informed pricing decisions that reflect the value of each item.
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
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Autotask PSA
No
Avalara
No
Collate
Yes
ConnectBooster
No
ConnectWise Automate
No
ConnectWise Cybersecurity Management
No
HaloPSA
No
Highrise
No
Ingram Micro Cloud
No
Integrations
Amazon Web Services (AWS)
Yes
Autotask PSA
Yes
Avalara
Yes
Collate
No
ConnectBooster
Yes
ConnectWise Automate
Yes
ConnectWise Cybersecurity Management
Yes
HaloPSA
Yes
Highrise
Yes
Ingram Micro Cloud
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Distrito K
Founded
1997
Country
Spain
Website
www.distritok.com/programa-de-gestion
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No