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Average Ratings 0 Ratings

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ease
features
design
support

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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

Many PSA tools tend to be overly complicated, brimming with features that often necessitate intricate setups by experts before they can be effectively utilized. In contrast, Zest was designed with the belief that a PSA should meet the specific needs of MSP managers and technicians while being operable immediately upon installation. Unlike other systems, Zest is ready to go right out of the box, eliminating the lengthy process of configuration that can take months. This unique approach sets Zest apart, enhancing your MSP's ability to attract and retain clients. With an emphasis on streamlining technicians' workflows and workloads, Zest is the PSA solution that technicians genuinely appreciate using. Keeping clients satisfied is essential for the success of any MSP, and Zest ensures that you have a clear view of the status of every account. Created as a counterpoint to cumbersome and intricate MSP management systems, Zest removes unnecessary customizations, the need for extensive configuration, and the expense of additional staff, providing only the essential tools you require. By simplifying the management process, Zest empowers your team to focus on what truly matters—delivering exceptional service to your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Xero
Authorize.Net
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Google Calendar
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Microsoft Outlook
NinjaOne
Nutshell
PayPal
Pipedrive
Quoter
Syncro
Zoho CRM

Integrations

QuickBooks Online
Xero
Authorize.Net
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Google Calendar
HaloPSA
Highrise
HubSpot CRM
Ingram Micro Cloud
Microsoft Outlook
NinjaOne
Nutshell
PayPal
Pipedrive
Quoter
Syncro
Zoho CRM

Pricing Details

$149 per month
Free Trial
Free Version

Pricing Details

$79 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

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Vendor Details

Company Name

Zest MSP

Country

United States

Website

www.zestmsp.com

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

Product Features

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

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