Average Ratings 0 Ratings
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
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
Integrations
QuickBooks Online
Xero
Authorize.Net
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Google Calendar
HaloPSA
Highrise
Integrations
QuickBooks Online
Xero
Authorize.Net
Avalara
CloudBlue
ConnectWise Automate
ConnectWise Cybersecurity Management
Google Calendar
HaloPSA
Highrise
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