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ease
features
design
support

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Description

This is where we step in. Empower your sales personnel to conduct transactions from any location, regardless of internet connectivity. Salesninja equips your team with all the necessary tools to expedite the sales process. Moreover, it enables your organization to regulate product availability in different regions, customize product configurations, manage pricing, and compute profits for every transaction. A comprehensive web-based administration portal is provided, facilitating management of purchase orders, sales analytics, individual product oversight, user and dealer administration, as well as accessory management. With Salesninja, a specialized margin calculator is incorporated, offering real-time visibility into the profits associated with each sale. Additionally, the Quick Quote feature allows the creation of pre-set templates for standard orders, enabling swift purchasing decisions by clients and optimizing excess inventory directly within the sales pipeline. This streamlined approach not only enhances efficiency but also strengthens overall sales strategy.

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)
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Moneris
Nutshell
Pipedrive
QuickBooks Online
Salesforce
ScalePad
Syncro
Xero
Zoho CRM

Integrations

Agile CRM
Amazon Web Services (AWS)
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
HaloPSA
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Moneris
Nutshell
Pipedrive
QuickBooks Online
Salesforce
ScalePad
Syncro
Xero
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

Salesninja

Founded

2014

Country

United States

Website

www.salesninja.net

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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

Alternatives

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eRep

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Alternatives

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Aspire Technologies, Inc