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Average Ratings 0 Ratings
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
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
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
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