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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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.

Description

Tenderloop streamlines the process of generating and dispatching quotations in response to incoming request-for-quote emails. It analyzes each request to identify the customer and the products they are interested in, then cross-references these items with the company's pricing list to calculate the total costs for each line item. The system integrates these findings into a pre-defined Word quotation template, converts it into a PDF format, and sends it directly from the linked Microsoft 365/Outlook mailbox. If there are any items that cannot be matched or are ambiguous, they are marked for human examination instead of being assigned a default price. Users can conveniently upload their Excel pricing lists and Word templates, monitor historical quote data and usage via a dashboard, and establish monthly limits on products and quotes based on their subscription plan. This service caters specifically to businesses that frequently respond to emailed RFQs, such as manufacturers, wholesalers, and distributors that have a standardized catalogue and pricing strategy, ensuring efficiency and accuracy in their quoting processes. In doing so, Tenderloop enhances productivity by reducing the time spent on manual quotation tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Agile CRM Yes 
Amazon Web Services (AWS) Yes 
CloudBlue Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
ConnectWise Cybersecurity Management Yes 
HaloPSA Yes 
Highrise Yes 
HubSpot CRM Yes 
Kaseya BMS Yes 
Microsoft Outlook No 
Moneris Yes 
Nutshell Yes 
PayPal Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Stripe Yes 
Syncro Yes 
Xero Yes 
Zoho CRM Yes 

Integrations

Agile CRM No 
Amazon Web Services (AWS) No 
CloudBlue No 
ConnectBooster No 
ConnectWise Automate No 
ConnectWise Cybersecurity Management No 
HaloPSA No 
Highrise No 
HubSpot CRM No 
Kaseya BMS No 
Microsoft Outlook Yes 
Moneris No 
Nutshell No 
PayPal No 
Pipedrive No 
QuickBooks Online No 
Stripe No 
Syncro No 
Xero No 
Zoho CRM No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

€29/company/month
Starter is €29 per month, billed monthly and excluding VAT; it includes up to 500 products and 500 quotes per month. The first month is free and no credit card is required.
Free Trial Yes 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Vendor Details

Company Name

Tenderloop

Founded

2026

Country

Portugal

Website

tender-loop.com

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 

Product Features

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 

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