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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

CPQ software, which stands for Configure, Price, Quote, serves as a vital digital connection between customers and the manufacturing process. Its primary functions include product configuration, determining prices, and generating quotes. This software is designed with a strong focus on meeting customer demands, ensuring that it proposes the most appropriate products for various scenarios. A set of predefined rules guarantees that configurations are accurate, facilitating a smooth transition to subsequent processes. By utilizing a modular variant system, standardized function modules can be combined in innovative ways to produce custom product variants tailored to the client's specifications. The product configurator within a CPQ system effectively translates customer requirements into relevant products and features. Additionally, workflows driven by rules eliminate the need for extensive internal consultations and approvals. As a result, the sales cycle is accelerated by 28%, leading to enhanced sales efficiency while optimizing pricing strategies, which in turn boosts opportunities for cross-selling and upselling, ultimately elevating both sales and profit margins. Leveraging this technology not only streamlines the sales process but also fosters stronger relationships with clients through personalized offerings.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Autotask PSA
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
PayPal
Pipedrive
QuickBooks Online
ScalePad
Stripe
Syncro
Xero
Zapier
Zoho CRM

Integrations

Amazon Web Services (AWS)
Autotask PSA
Avalara
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
Highrise
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
PayPal
Pipedrive
QuickBooks Online
ScalePad
Stripe
Syncro
Xero
Zapier
Zoho CRM

Pricing Details

$149 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

camos

Founded

1986

Country

Germany

Website

www.camos.de/en/camos-cpq

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

CPQ

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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