ScalePad presents its second-annual MSP Trends Report exploring the top trends of 2025 based on a survey of 1300+ MSPs. Find out how high-performers are navigating customer success this year.
Quoter has expanded its payment options by integrating with Alternative Payments, allowing your MSP to offer a seamless embedded payment experience for clients. Once set up, your clients can conveniently pay any upfront fees via credit card or bank debit/ACH through Alternative Payments.
Quoter manages the quoting process, Alternative Payments handles the transactions, and everything syncs directly with your accounting system. Your clients benefit from a polished experience, while you enjoy a simple and dependable way to transition from quote to payment. Everyone achieves Nirvana, if you will.
If you’re already signed into Quoter, you can begin by adding Alternative Payments via the Settings page: Add Alternative Payments
Walking is great, low-impact exercise, and Ash has created a step-by-step walkthrough guide to help you configure the integration properly. Get your steps in and check this out:
Why Integrate Quoter with Alternative Payments?
Easy Upfront Payments Collections
Bringing on a new client often involves upfront fees for hardware, onboarding, or implementation. Avoid chasing payments like a collection agency and get the financial relationship off on the right foot by turning accepted quotes into paid invoices in a single step. Clients can accept your quote and complete payment in just a few clicks.
Accept Quote in Quoter with Alternative Payments as the integrated payment method
Note that you need to have your client set up as a customer in Alternative Payments; guest checkout is on Alternative’s feature development list but was not yet available at the time of this release.
ACH and Optional Credit Card Surcharge
Credit card fees can erode your margins. While your clients might prefer paying by card for the rewards or convenience, it’s important to maintain your profitability.
Alternative Payments offers flexibility. You can enable an optional surcharge for credit card payments to offset transaction fees, while still offering fee-free ACH transfers as a standard option. Clients get to choose how they pay, and you preserve your margins either way.
ACH bank transfer (no additional fees)
Credit card (with optional processing fee)
Providing options at a client level while keeping the workflow simple is a great way to deliver a positive client experience with minimal friction.
Keeping the Integration Secure
Security is a top priority for both ScalePad and Alternative Payments; both organizations are SOC 2 Type II and ISO 27001 compliant. All communication on the integration occurs over HTTPS, and secure hashed tokens are used for authentication between systems.
Alternative Payments does not save any payment card information and continuously monitors their third-party providers used to complete transactions.
Setting It Up: A Quick Overview
Start by creating an API key in Alternative Payments. Note that this is a brand-new feature; just released last week on Aug 11, so you may not have seen it before (here’s their documentation):
Go to Team Preferences > API Keys in Alternative Payments.
Alternative Payments API Keys
Click Generate API key
Naming the generated API key… probably should have called this one Quoter
Name the key Quoter. You can edit this later if you did something like name it “Mey API Key Name” by hitting Edit key name.
I’ll rename it later, I promise
Copy the newly-created API key.
Don’t forget to copy the key from Alternative Payments!
Then, in Quoter:
Navigate to Settings > Payment Gateway and Add a Payment Gateway for Alternative Payments (it’s now on the dropdown). You’ll see this:
Quoter Payment Gateways after selecting Alternative Payments on the dropdown
Add a Description, and paste/enter the API access key generated in Alternative Payments.
Add the API Key generated by Alternative Payments here
If you’ve read this far, we know you care (at least a little…) and we want to hear from you. Please drop your thoughts or suggestions in the comments on this post on our Community site. Your feedback helps us improve.
Not using Quoter yet? Reach out to your ScalePad Account Manager or request a demo to see how Quoter can help your team close more profitable deals, faster.
Pairing Quoter with WisePay gives your MSP’s clients a quick ‘n’ easy way to pay right inside the quote. Whether it’s a one-time project or ongoing services, they can settle up instantly with a card or ACH bank debit. Quoter delivers polished quotes for approval, WisePay handles payments (and is already talking to your bookkeeping system), and you get a fast, repeatable path from quote to cash.
Sound a bit familiar? This is our third payment integration for Quoter this summer… ☀️😎
Batteries not included, but instructions are – Quoter Help Center for WisePay
Show and tell – Ash, or at least a video of Ash, shows you how to set this up. Important note: you will need to go through the ConnectWise University KB to get things set up on the WisePay side, and Ash does NOT go through all those steps. So even if you watch the video, you will absolutely need to read this to get things set up.
Read on for more information, and learn the reasons to…
Why integrate Quoter with WisePay?
The sweet spot for this integration is onboarding a new managed services client paying an upfront fee, project cost, or hardware invoice. Since you’re not in the banking business (making an assumption there, but pretty sure…), this makes collecting those payments painless: clients can accept the quote and pay right away, without jumping through extra hoops.
You’re also able to provide your clients with payment options: ACH bank transfer or credit card payment. WisePay also allows you to choose whether or not you want to pass through credit card fees, or absorb them. Options on how to pay, and whether or not you want to take a margin hit on the CC fees – options are good for both your business and your clients’ businesses.
How is the process secured?
Quoter takes security as seriously as you do, so it’s a great question to raise. All data is sent over HTTPS, and the Quoter–WisePay callback is locked down with a secure hashed token.
Built-in checks catch obvious setup slip-ups, and if something still goes wrong, we can provide detailed logs to help you fix it. Avoid issues by following our Help Center and the ConnectWise University instructions here:
What are the key things to remember in setting this up?
Set up is a little involved on the CW / WisePay side of the integration, so again, follow the instructions linked in the KBs above.
ConnectWise / WisePay Side
You’ll need to set up a Down Payment Product in ConnectWise PSA
To pull in quote payments from Quoter, WisePay must be configured as a proxy
You’ll need to configure Event Notifications
You’ll need to enable the CPQ Integration, which is a few steps deep (Configure > Merchants, click on the Edit this account Merchant icon, then navigate to the Integrations tab. Under CPQ Integration, click the edit (pencil) icon)
Click the copy icon under CPQ Payment Link to copy the API key from WisePay to use in Quoter
Quoter Side
Lot easier here; just go to to Settings > Payment Gateway and Add a Payment Gateway for WisePay (it’s now on the dropdown). You’ll see this:
Quoter Payment Gateways setup for WisePay; what you should see after you select WisePay on the dropdown
Fill in a description (we used WisePay Demo) and then paste in the API key you generated from WisePay.
Check the box for Currencies you’d like to use for this payment gateway, and click Save Payment Gateway.
Your clients will then see this when they go to Accept Quote:
Boom, you have WisePay set up as a payment method for Quoter!
Clients don’t need to set up a WisePay account to pay me?
Seriously, no account needed.
Credit cards: your clients can use “Pay Now” and choose to log in, register, or checkout as a guest; one-time payments by card are supported.
Feedback gratefully accepted
We count on your feedback to shape Quoter solutions that truly support your business. If you’re already using Quoter, please join us in the ScalePad Community. Your voice matters; please let us know what’s on your mind!
You’re missing out if you’re not using Quoter. Check out what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team.
Quoter has further extended our payment options by adding an integration to FlexPoint, enabling you to create an embedded payment experience for your MSP’s clients. Once integrated, your clients can pay all up-front fees in FlexPoint via credit card or bank debit/ACH.
Quoter handles the quotes, FlexPoint takes care of the payment side, and everything syncs right into your bookkeeping system. Your clients enjoy a professional experience and you get a reliable, hassle-free way to go from quote to cash.
All business, all the time; here’s how you get started:
Ash has a walkthrough on setting up the FlexPoint integration:
Answers to questions you might have are found below.
Why integrate Quoter with FlexPoint?
Upfront Payments
When you’re kicking off with a new managed services client, it’s entirely reasonable for them to incur an upfront fee for hardware, an implementation project, or onboarding. Unless you’re a lot more diversified than most, your MSP isn’t in the finance business (though you could be if you get into leasing or Hardware as a Service… conversation for another time), so you shouldn’t have to chase payments like a collections agency.
This integration with FlexPoint makes it simple to turn quotes with upfront charges into real payments, letting new clients accept and pay in one simple step.
Quoter Accept Quote with FlexPoint as Payment Method
ACH support, or add an optional credit card surcharge
Credit card merchant fees can become death by a thousand cuts. Your B2B clients may love collecting rewards and enjoy the convenience of credit card payments (and to be fair, it is good to get paid quickly), but I don’t have to be Gary Pica to tell you that you need to protect your margins for the sake of your MSP’s long-term success. Get paid, and don’t lose a few points here or there if you can avoid it.
Setting up a Customer Surcharge in FlexPoint
FlexPoint allows you to add an optional credit card surcharge to cover transaction fee costs. ACH without the fee is always an option, or customers can choose CC payment and accept the card processing fee. They make the choice that suits their needs, and you have margin protection however they choose to pay.
Client can select to pay by credit card or ACH bank transfer in FlexPoint
Big Purchase? FlexPoint has financing for that
For quotes over $10,000, FlexPoint allows you to offer your MSP’s clients the option to pay via flexible financing (up to 12 months), while your business gets the full amount upfront. You don’t see it in the $299.60 Payment Method example above because the option doesn’t show up under the $10K minimum.
If a new client requires major projects, you can remove a potential roadblock to completing the deal by providing your clients with a way to finance the up-front cost over time while collecting the payment you need.
Can I process payments directly through Quoter?
No, you cannot process payments directly through Quoter.
The integration is set up to redirect and receive callbacks from FlexPoint; while it’s nearly seamless, we are not processing transactions inside Quoter.
How does Quoter keep the connection process secure?
Security is a priority for both Quoter and FlexPoint, and this is a critical consideration. All data is transmitted over HTTPS, and the callback between the two systems is authenticated using a secure hashed token.
Still using a different CPQ tool? You’re missing what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Quoter makes it easy for your whole team to quote so you can win more profitable deals.
We’ve just Managed (see what I did there?) to roll out two improvements that tighten the handshake between Quoter and ConnectWisePSA, giving you cleaner opportunities, fewer manual edits, and rock-solid margin visibility.
Below you’ll find a quick walkthrough of the two new items, why they matter, how to set them up, and possibly more dad-level Manage jokes depending on what I can manage to get away with.
You’ll need to set up a custom field first, so read on for more details!
New Quoter Custom Field: Push Exact Cycle Counts to Opportunities
Billing a service monthly for exactly 12 cycles (or 36, or 60, or… some larger multiple of 12) is now as easy as filling out a single dropdown on your quote. Add the new custom field to your template (“Billing Cycles” in our example below, but you could use “Term Months” or whatever makes logical sense), and Quoter will pass the precise value to the ConnectWise Opportunity Product.
Don’t forget to set up the custom field to use first
This is under Templates > Custom Fields. Three important things to remember:
You need to build the custom field in advance of adding it to the ConnectWise integration,
It needs to be a dropdown, so select that in Type, and
The options must only be non-decimal numeric values. No weird 0.5 months, please.
Where do I add this field?
Go to Integrations, find ConnectWise in the list, click the pencil icon ✏️ , and scroll down to this section; possibly way down. Even I eventually managed to find it:
Quoter Custom Field to CW Opportunity Billing Cycles Mapping
Add the new custom field to your quote template, and when you publish your quote, Quoter will handle the rest during the push to ConnectWise PSA.
Why you’ll love it
The big win is that this stops / fixes the default “1 cycle” problem that forces you to edit each Opportunity by hand in ConnectWise PSA. Recurring items will now correctly recur for the number of cycles that you’ve selected.
This works whether the line item originates in Quoter or is pulled from the ConnectWise Product Catalog. Additionally, if a catalog item uses Unit of Measure: Each, Quoter automatically flips the Recurring flag on your behalf if you set the line item as recurring in Quoter. Remember, it’s default off for recurring, so don’t forget to set this.
Cycle Values Now Persist Across Quote Revisions
Your account managers or other team members may iterate on quotes all the time: pricing tweaks, additional seats, you name it. Historically, every revision risked resetting the cycle count in ConnectWise, throwing off MRR, ARR, and margin views. Not anymore.
Quoter now remembers and preserves the specified cycle value each time you re-push a revised quote.
Opportunity recurring revenue and costs stay accurate from Draft to Closed-Won. Profitability reporting and analytics will work the way you intend them to work.
Your finance and service delivery teams no longer need a “Was this really a 36-month deal?” huddle. Big deals will be as big as intended.
Try it today
These enhancements are live now for all partners on all plans (big and small) using the Quoter – ConnectWise integration. Head to Settings › Integrations to configure your custom field mapped to the CW PSA Opportunity Billing Cycles and you’re started.
Still not using Quoter yet? Speak to your ScalePad Account Manager, or click to request a demo for your team. Would love to show you what you’re missing.
Available now as a public beta for all Quoter users!
Our all-new drag-and-drop Line Item Editor is ready for the world, and creating quotes in Quoter is about to get even easier and more intuitive. You now have the capability to:
Drag and drop anywhere: Sections, section groups, bundles, and line items can all be repositioned freely in quotes (above, below, or inside other structures). And speaking of structures…
Flexible structuring: Move quote line items into bundles, automatically adopting bundle recurrence settings as applicable.
Reorder content intuitively: No more hard-coded order restrictions. You have control over your quote layout.
Lotta brainpower and hard work has gone into developing and internally testing out our drag-and-drop Line Item Editor, and we’re looking forward to your feedback as we move forward to the full release. Please give it a try; looks like we have a winner!
Help Center, as always, will have all the technical deets. It’s seriously intuitive though, but we’ll add this article once it’s ready.
Shout out to Devin Cook, who’s put in a ton of effort on the development side. He joins Ash Welsh in this video walkthrough.
I normally tell you to read on, and you should because it’s that good, but the 7 minute video is honestly the best way to see how this actually works IRL. Please watch Devin and Ash’s video and then see below for more information.
Why put in all the effort to build a new Line Item Editor?
To be fair, it’s not like Quoter’s existing Quote Editor was poorly designed or didn’t work well. It’s good, right?
However, users like you have pointed out limitations that we wanted to address and improve upon:
The previous editor was somewhat restrictive in its structure and there was a learning curve required to get up to speed. The less charitable said it wasn’t intuitive, and the restrictions made it tricky to structure quotes flexibly.
Complex quote structures commonly used by advanced Quoter users (sections, bundles, line item groups, recurrence, hidden items) required a smarter system to handle rules and prevent invalid configurations.
Screen space wasn’t optimized, especially again for users leveraging custom fields and item options.
All in all, a good place to build from, but there were places to improve. So we’ve improved them with this redesign.
If you want to get into the complete story, and you have a little more time, Ash and Devin went into a deeper dive with background and more details on changes from the existing UI. Many small iterations happened along the way with the existing line item editor too before we landed here with the all-new one.
What’s better now after the redesign?
In short, the new Line Item Editor provides a cleaner, more intuitive interface with better use of screen space. A more optimized drag-n-drop experience for you, dear user.
A sticky header that aligns consistently with data fields, even in deeply nested structures like bundles or line item groups.
Speaking of nested structures… how about bundles inside line item groups? If you want or need your client to select from a bundled group of items, you will want to take advantage of this.
Bundle inside a line item group section
Visual and structural clarity ensures users understand the impact of their changes, reducing mistakes when building quotes. Templates already prevent errors, but we wanted to provide users flexibility without adding complexity.
Fully backwards compatible, ensuring existing templates, quotes, and workflows remain intact. This was critical, because you have your templates set up the way they are for a good reason. The new Line Item Editor builds on what you have working well already.
Discount selection drop-down
Option selections on Section Groups – single-select sections:
It’s clearer in the UI that the client must select one option.
Added a radio button.
Visually grouped them into a more logical, complete way to make them easier to understand.
You can also move the entire group.
Single-select section options
Opinions Wanted
We’re releasing this as an open beta to see what you like, what you don’t, and what we can enhance further. The rest of the Quoter team and I feel like we have a winner… but if this doesn’t work for you, it’s just “new” but not “improved”.
Please give it a try and see if it’s better for YOU. Yes, of course we check analytics on feature usage. You know what’s even better than usage data? Hearing what you think. Usage data alone can’t tell us if we hit the mark on adding flexibility without complexity. We will listen.
Leave your comments on our Community page or click the 🔵 Provide Beta Feedback 💬 button right in the beta Line Item Editor’s UI. The purpose for this release is to refine the new Line Item Editor further based on your usage and feedback.
Not using Quoter yet? Jump on it! Speak to your ScalePad Account Manager, or click to request a demo for your MSP and get your whole team quoting.
The Quoter to Benji Pays integration enables a seamless, embedded payment experience for your clients. When a quote includes one-time or recurring services, clients can pay all up-front fees directly via credit card or bank debit/ACH, immediately and securely.
Professional-grade quotes from Quoter, your preferred payment gateway via Benji Pays (already integrated directly into your bookkeeping system, right?) – your clients get a top-tier service experience, and you get a slick, error-free replicable process to go from quote to cash.
It’s in the manual – Help Center for Benji Pays. Because there are a few other steps involved to get this set up.
Show and tell – our own Ash Welsh shows the new integration in action. Just push play!
If you’re more of a reader, then read the details below with answers to your potential quote-to-cash questions.
So Quoter will be processing my payments now?
Hard no.
To be clear, we are only redirecting and receiving callbacks from Benji Pays, not processing transactions ourselves. We are NOT handling payments directly within Quoter, nor are we becoming a payment provider or processor. We’re just going to keep doing more of what we do best with Quoter, and working with accounts receivable automation folks like Benji Pays who do what they do best.
Why integrate Quoter with Benji Pays?
Getting Started with New Clients
The biggest use-case we see, and the biggest win for partners like you, is when you’re getting started with a new managed services client that is paying an initial one-time fee, or project cost, or for hardware that’s arriving soon.
Your MSP is not a bank or finance company, and this will make it easy to not only quote but now collect on those up-front quotes and turn them into payments. Let new clients accept and pay a quote in one motion, without redirects or confusion on payment.
Accept-Quote-Benji-Pays
Optionally adding a credit card surcharge
Every dollar counts, and credit card merchant fees can eat into your margins on every transaction. Clients may love the convenience of credit card payments, and it’s great to get paid quickly, but you’re running a business at the end of the day and protecting your profitability is important.
If you have it set up in Benji Pays, you can add a credit card surcharge to reimburse the transaction fee costs. Your client then has the option to pay by credit card with the fee, or by ACH/EFT without the fee, providing them with choices and you with the margin protection regardless of how they elect to pay.
How does Quoter keep this process secure?
Like you, Quoter is security-focused and this is an important question to ask. All data transfers use HTTPS, and the callback between Quoter and Benji Pays includes a secure hashed token for authentication.
We’re going to continue to work with Benji Pays to make your workflow faster and easier. Our next step is to enable seamless reconciliation of your customer’s payment with your invoice in Xero or QuickBooks Online, all facilitated by Quoter.
Not using Quoter yet? You’re seriously missing out. See what Quoter has to offer your MSP – speak to your ScalePad Account Manager, or click to request a demo for your team. Could be the best business decision you make today!
Three New Enhancements to Improve Your Quoting Workflow
We’re excited to roll out three powerful enhancements in Quoter: two in our Quote List, and one to Quote Reminders.
Quote Reminders – removed hard-coded “Reminder” prefix text
Quote List – included Last Sent Date for quotes that have already been published
Quote List – added the ability to set customizable default views
Be proactive with clients, maintain quote visibility, and personalize your quoting process. ☑️✅✔️
Ash Welsh has kindly created this video walkthrough that we’ve added to YouTube, and it’s a great 6 mins on what’s been updated:
Readers, let’s dive into what’s new.
1. Customizable Quote Reminders
We’ve upgraded the Quote Reminders feature to give you more control over the messaging sent to clients. Previously, reminder emails reused the subject and body from the original quote email, with a hardcoded “Reminder” prefix. This hardcoded prefix limited flexibility, especially for teams working in multiple languages or wanting different tones for follow-up messages. I’m reminded that the Dutch word for “reminder” is herinnering, for example, so now our Quoter partners in the Netherlands can set a follow-up herinnering with exact wording they want. You can too!
Customize the complete subject line and body of Quote Reminders. No more hardcoded Reminder prefix!
Use mail merge fields to personalize messages.
Craft messages in any language or style to match your brand voice.
Quote Reminders can be configured to send relative to the quote’s sent date or expiry date. These reminders are only triggered if the quote is still open – meaning it hasn’t been accepted, expired, or marked as lost – ensuring your follow-ups are relevant and timely.
2. Improved Visibility with Accurate “Last Sent” Dates
Staying organized with versioned quotes just got easier. In the updated Quotes List, you’ll now see the last sent dateeven for quotes that are already in a published stage, but had been sent in a previous version.
Say you’ve sent a quote, made a minor change like extending the expiry date to keep it active, and republished it. The new version may not have been resent to the client, but the client might still act on the older version they received (because you’d extended the expiry date). With this update:
The last sent date from any previous version of a quote will now display in the Quotes List.
You won’t miss quotes that were previously sent, even if their latest version wasn’t re-sent.
Filters like “sent this month” now work as expected across versions.
This gives you a clearer picture of your quoting activity and ensures that no quote falls through the cracks.
3. Set Default Views in the New Quotes List
Saving the best for last… you’ve had the ability to save filters and layouts in the new Quotes List, but now, you can take that a step further by setting a saved view as your default. See exactly what you want to see when you go back to the List without having to click a saved filter to bring it up – it’ll just be there for you.
Quotes List – new default view
Save a filtered, sorted, and customized view of your quotes list.
Set it as your default, so it loads automatically every time you access the list.
Your default view includes:
Any filters
Custom columns
Your preferred sort order
Want to change your default? You can easily swap views or reset to Quoter’s default (sorted by last modified, no filters) at any time.
If you’re already a Quoter partner, please share your thoughts here on our Community site, and let us know if and how these updates are working for you… or if you think we’re a few cans short of a six pack on this update.
Not quoting with Quoter yet? Speak to your ScalePad Partner Success Manager, or click to request a demo for your team. We’re continuing to add new enhancements we hope our partners will love.
ScalePad is proud to announce SOC 2 Type II and ISO 27001 compliance certifications for its products Lifecycle Manager, Lifecycle Insights, Backup Radar, ControlMap, and newly certified for 2025, Quoter. This milestone reinforces ScalePad’s unwavering dedication to upholding the highest data security, privacy, and integrity standards for its global customer base.
New for 2025: Quoter
SOC 2 Type II and ISO 27001 compliance certifications for Quoter have been added.
How did we do it?
Using ControlMap, the same tool that we recommend for you to help your own clients on their compliance journey.
ControlMap also makes it (relatively) easy and painless to collect evidence to maintain compliance for our other ScalePad products that were already compliant, showcasing controls and evidence and sending that data to our third-party auditor.
If you’re curious about Compliance-as-a-Service as an opportunity to grow your MSP, definitely take the time to go through ScalePad’s free Compliance as a Service Boot Camp and learn more.
What does this mean for you, our ScalePad Partners?
It means we’ve been through the serious annual audit and evaluation process, ensuring Quoter, Lifecycle Manager, Lifecycle Insights, Backup Radar, and ControlMap meet top-tier global standards for keeping your data secure.
With these certifications in place, you can feel confident knowing your MSP’s data is protected from threats and vulnerabilities, allowing you to stay focused on growing your business.
Where can I learn more about product security at ScalePad?
Head over to scalepad.com/security to confirm these words for yourself. Grab our updated Security Whitepaper, ISO certificate, and SOC 3 Report and verify we’re walking the talk.
Get the SOC 3 Report
Our downloadable SOC 3 report for ScalePad covers Lifecycle Manager, Lifecycle Insights, ControlMap, Quoter, and Backup Radar. The download link below will open a new tab for you to view.
SOC 2 Type II compliance verifies that ScalePad’s systems and processes safeguard Partner data against unauthorized access, use, and disclosure. Similarly, the ISO 27001 certification demonstrates ScalePad’s commitment to implementing comprehensive information security management systems, encompassing policies, procedures, and controls to manage and protect sensitive information.
“Cybersecurity isn’t just a box to check; it’s a guiding principle,” said Zach Keller, CFO of ScalePad. “Achieving SOC 2 Type II and ISO 27001 compliance reinforces our commitment to maintaining and continuously improving our security measures. This commitment to rigorous standards demonstrates our dedication to enhancing security practices in response to evolving threats.”
“Elevating security posture while cultivating trust is at the heart of what cybersecurity compliance is all about,” said security compliance expert Dan Fox, who also works as a lead in cybersecurity education for Scalepad’s ControlMap team. “ScalePad’s commitment to security and protecting our partner ecosystem is emphasized through the implementation of best practice frameworks such as SOC 2 and ISO 27001, thanks in part to ControlMap, our Security Compliance management solution used by thousands in the MSP community, including ourselves.”
Furthermore, SOC 2 Type II compliance provides a higher level of assurance that data is being protected consistently over time. By undergoing a thorough Type II audit, ScalePad identifies and addresses potential security risks and vulnerabilities, mitigating the likelihood of data breaches and financial losses. Additionally, ScalePad’s compliance with SOC 2 Type II standards supports its Partners’ efforts to maintain regulatory compliance across various industries, including GDPR and HIPAA, by providing evidence of robust security and privacy controls.
For more detailed information about ScalePad’s commitment to product security, including our Security Whitepaper, please go to scalepad.com/security.
How did ScalePad do it?
Quickly and painlessly – ScalePad used our own product, ControlMap, to simplify our journey to cybersecurity compliance. The same multi-tenancy and templated frameworks that can help your MSP get your clients compliant helped ScalePad rapidly get multiple products compliant across two different-but-complementary frameworks.
Using ControlMap’s automated evidence collection functionality, the audit required for SOC 2 Type II compliance and the surveillance audit for ISO 27001 was straightforward. The controls, policies, and procedures were already in place, along with automated monitoring of dozens of integrated systems.
ControlMap provides ScalePad with a single platform to manage everything compliance-related internally at our organization and can enable you to do the same for your MSP’s clients. Whether you already work with clients in regulated industries or aspire to expand your service portfolio to include compliance services, ControlMap gives you the tools to get compliant yourself and to generate recurring revenue by helping your clients along their compliance journey.
A better way is the new default way to view created quotes
As people of culture (or possibly aging Simpsons fans), I’m sure you are already aware that default is the two sweetest words in the English language. We’ve been beta testing and tweaking our enhanced Quotes list for the past several months, and we’re now ready to officially make the new version the default that you will see when you access Quoter.
Some of you hate reading, so here’s a short YouTube video:
For everyone else who wants to know what’s new, read on!
What is better in the new default Quotes List?
The Quoter team has made a whole slew of updates that will improve your experience vs the legacy list view. Let’s dive into a few.
Retrieve relevant quotes without manual filtering
The old quotes list required you to manually filter and sort quotes each time you came to the quotes list. The inability to save filtered views meant pulling up the time-consuming and repetitive.
That’s old and busted.
With the new Quotes List, you can save filters to create the Saved Views you want. No more starting from scratch each time.
Customize the quote list
New fields to filter the list include:
Quote Owners – previously you could filter by one; now you can filter by multiple quote owners. Look at a view to sort by sales managers and then on potential deals by sales representatives, for example.
Custom Quote Number (fallback to Quote Number if this isn’t present)
Recurring and Upfront Margin
Margins are also green-red colour-coded to highlight your most profitable and least profitable deals.
Customize columns
Fixed columns limited your flexibility to include the most relevant data… so those are gone. Now you can select which columns to display when viewing the Quotes List, and there’s a whole list to choose from:
Owner
Number
Customer
Location
Name
Stage (more on stages below… we think these are super important)
Total
Cost
Created Date (the date filters are very flexible… there’s a huge list)
Expiry Date
Won Date
Once you’ve selected the columns you want, just click Done and you’ve saved your choices. Your new layout saves with the filtered view, so you’ll have the columns you’ve set there when you load a saved view.
Whether you want to take a 30,000 foot view of every potential piece of business that’s in the pipeline, or zoom down to just see what needs to be followed up from a specific week in December 2024 for one of a key customer’s locations, Quoter has you covered.
Identify quotes at different Stages
We learned that users were tracking quote stages manually outside the Quoter system, leading to inefficiencies and missed opportunities as quotes moved (or didn’t move) through the pipeline. Expired quotes had to be manually tracked through external processes, leading to missed follow-ups.
Quote Stage fixes that. It’s one of the biggest wins for viewing quotes, as it helps with follow-up actions and decision-making.
Stage – what are the Quote Stages that you can select?
Sorting quotes into Stages is a much more granular way to view quotes. This allows you to prioritize tasks effectively:
Finishing Drafts to get them Published
Getting Published quotes out the door
Ensuring they’re delivered
Following up or setting automated follow-ups on Sent or Expired quotes
Fulfilling won orders
Learning from Lost deals
We think Stages are a better way to look at Quotes because you can make better managerial decisions when you see them from this view. Filter and select by these Stages:
Draft
Published
Sent – Undeliverable
Sent – Pending
Sent – Delivered
Sent – Opened
Sent – Clicked
Expired
Won – Accepted
Won – Ordered
Won – Fulfilled
Lost
Colour-coded progress bars in the list help identify key actions that may be needed. This Help Center article has all the details about how these Stages are created. Setting and moving quotes between Stages happens automatically behind the scenes by Quoter.
Is there anything missing from the new Quotes List that was in the old list?
The only feature that has not been replicated from the old list is the ability to export a Line Item .csv file.
Why so confident that this should be the new default?
TL;DR your team will be more efficient working from the new default view.
The ability to customize columns, refine quote filtering by Status and Stage, and most importantly save the views that you create should be a huge aid to anyone using Quoter, whether you’re managing your own work or managing multiple teams. Quickly access relevant quotes without repetitive manual filtering, further streamline your workflows, and gain deeper insights into quote performance.
