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.
Behind the scenes, the Quoter team has been working at improving our Reporting capabilities, and we’re ready to share our work with our Quoter Partners.
If you’re not familiar, Quoter’s Reporting is included in our Pro and Enterprise plans, and has been available as an a la carte add-on for other users. We’ve tightened up the focus to look at profitability of Won quotes, expanded the breadth to look at all items (not just ones in your Quoter catalogue), and reworked the analysis to split out recurring and one-time items.
The best part? We’re giving access to our new enhanced Reporting to all Quoter Partners until the end of 2025. Please try it out and let us know what you think!
But if you missed that, here’s the YT video where Ash does a walkthrough:
Read on to see what’s changed / what’s new.
Why (and How) We’ve Enhanced Reporting
Quoter has a much tighter focus on IT managed service providers (useful for other service-based business too!), and the enhancements that we’ve made to Reporting reflect a better way to report on profitability of both project / one-off items and recurring service items.
Reporting is solely focused on profitability
Legacy functionality had some reporting on different pipeline stages, but it didn’t really effectively give a full view of quotes in all stages.
The new Quote List that we released earlier this year provides a much better view of quotes at various pipeline stages; you can filter and save views to see what’s out there and might be coming.
We’ve refocused Reporting to look only at Won quotes, to see real deals that are generating real business revenue, and thus to give a closer look at real profits.
Reporting has the profitability of items from all sources
Legacy only had items in your Quoter catalogue, and had no visibility into other source items.
We recognize that many MSPs have their service catalogue items in their PSA, and the new Reporting has these included.
Reporting splits out recurring and one-time items
Recurring services are the lifeblood of the MSP business, and our legacy reporting was not able to analyze these.
You can now see both recurring and one-time items in a detailed analysis, with the ability to drill down right to the profitability at an individual quote level, or rolled up to examine at a high level by product Line Item or Salesperson.
What you get is a clearer, more accurate way to understand your business performance based on what you’re actually selling. You can now view profitability by product, line item, and salesperson, making it easier to see what’s working, what isn’t, and where to focus your efforts.
What’s New with Quoter Reporting
Reporting remains divided into two tabs, which we’ve called Leaderboard and Line Items (renamed from Items). Leaderboard looks at who is selling, and Line Items looks at what is selling. This gives you two different views that you can use for different purposes:
Leaderboard
The Leaderboard breaks down all of your Won deals by salesperson / account manager / user; we’ve titled it Won Quotes by User on the tab. It’s a clean, singular view of your whole team and how much they’ve sold. Most importantly, it lets you compare the performance of all account managers and sales users to identify top performers and areas for improvement.
Have a look at Leaderboard, and mouse over.
Won_Quotes_by_User
You’ll see Won sales on the bar chart split into (annualized) recurring and one-time items, with
Total Gross Revenue
Total Cost
Total Margin
The purpose here is to let your team see at a glance if there are any issues, and compare performance against your margin expectations or guidance.
Line Items
Line Item Profitability Reporting: Drill down into every line item (on Won quotes on your selected time period), including recurring and one-time sales. We give you different ways to view this by using the dropdowns on the top-right:
Line_Item_Profitability
First, you can select whether you want to look at your Top or Bottom items, and then break these down into cohorts of 10 items to chart. Top are the highest total margin items; Bottom are the lowest total margin items.
Second, you can look at this in different currencies. Might not be important to you at all, but if you’re selling in multiple countries that use different currencies, this might be critical to make fair comparisons.
Third, you can see your Top or Bottom items based on four different revenue or margin options, depending on whether you want to limit your analysis to recurring items like services or one-off sales for projects or hardware:
Recurring Gross Revenue
Recurring Margin
One-Time Gross Revenue
One-Time Margin
Finally, you can look at different time periods. Set your own custom date range, or use our pre-selects for this month, last month, this quarter, or last quarter.
The Line Items are groups of similar products, intelligently grouped using manufacturer part numbers for cleaner, more accurate reporting. Ash calls this “semantic product grouping”.
You can see detailed analysis if you scroll down below the bar chart:
Line_Item_Profitability_Lower_Detail
Note the details are split into one-time and recurring, with the number of quotes, quantity quoted, and calculated average margins. Note that we dynamically hide the recurring or one-time elements if they are empty, so you only see what you need to see.
And you can further drill down by clicking in to any item you’re interested in. Here’s an example; a CCTV camera:
You can see which Salespeople are selling the CCTV camera item, how many they’re selling on each deal, and the revenue/cost/margin associated with each Won quote. You can also see every quote this item exists on.
Are there any important limitations to know?
Yes; there are two key limitations:
We made a change to our data structure just over 3 years ago, so you can only go back to look at historical data up to October 3, 2022. 640K 3 years of data ought to be enough for anybody, right? That quote would never haunt anyone.
Hope this limitation is not a concern for you, but it’s important know that’s as far back in time as our data analysis permits.
Profitability Reporting relies on including cost data. Without costs, all you have is top-line revenue, and you don’t know if you’re actually making any money. For our analysis to work consistently, we recommend that every item on a Won quote have a cost included, even if that cost is $0.
Leaderboard requires that every line item on the quote have a unit cost.
Line Item Profitability Reporting needs to have the unit cost included on that line item.
Important to note: $0 is OK, but null / blank / no value is NOT OK. If there is a quoted item with a null value included on a Won quote, that quote will be omitted from our Won quotes by profitability Reporting.
Report your Satisfaction
Quoter profitability Reporting isn’t a CFA-level detailed analysis, but it’s a near-instant, ideal way to give your team quick-and-painless oversight into where you are or are not earning profits on your best (or worst) products and services on deals that you’re winning. Patch up any profitability issues, and know your strengths.Your report on Reporting is much appreciated, and will help guide our further development; please leave a comment on this post on our Community site and let us know what you think. If you’re not a Quoter partner yet, talk to your ScalePad account manager and get in on this!
Creating accurate, consistent, and professional quotes just got a whole lot easier. We’re excited to announce the release of reusable, movable Content Blocks – a powerful new Quoter feature built to save your team time, streamline your quoting process, and give you more control over the content in your quotes.
Content Blocks are live now and can be created, deleted, and updated by Quoter users with Product Manager permissions or higher. Head to the Templates section of your account to start creating your first reusable blocks and see how much faster and easier building quotes can be.
Content Blocks are built to be intuitive. That said, never hurts to read the instructions, so here’s the KB with the 411. Also, What's the 411? is the 1992 debut album by R&B singer Mary J. Blige. Certified triple platinum.
Ash has a video walkthrough, showing you how to responsibly create and wield the awesome power of Content Blocks:
Let’s get into the why and the how below. We’ll inspire you by starting with why.
Why We Built Content Blocks
For many teams, managing templates has always been a balancing act. You want to maintain consistency across your quotes:
standard terms
disclaimers
company boilerplate
promotional messaging
But building and maintaining separate templates for every possible scenariois time-consuming and inefficient.
With Content Blocks, we’ve eliminated that problem. Now you can create reusable modules of content that can be quickly added to templates or quotes whenever and wherever you need them. The best analogy I / we / the royal we could think of is LEGO bricks: assemble what you want quickly, configure it just how you like it, and you never have to worry about the individual pieces not being consistent.
How Quoter Content Blocks Work
Content Blocks make creating content easy, and managing and reusing content effortless:
Create reusable content once 1️⃣
Users with Product Manager permissions or higher can create content blocks in a simple, intuitive interface under Templates.
Content Blocks are found on the Templates tab
Give the block a name (Executive Summary example), write your content, and decide whether it should be editable when added to a quote.
Executive Summary example with Lock Editing on Quote checked ☑️
Place blocks anywhere you need them ↕️
Add Content Blocks above or below the pricing table on your templates. Reorder them as needed to fit the flow of your quote design.
Adding a Content Block below the Line Items pricing table
Use blocks on the fly 🪰
Need boilerplate text or a product description in a specific quote, but not every quote from a template? You can add content blocks directly to a quote, or even create a new block right from the Quote Editor if you have the right user permissions.
Add or create a new Content Block in the Quote Editor
More Control for Managers
Content Blocks don’t just make your process faster – they give you control over consistency.
Mark important content as non-editable to ensure that key sections, such as legal disclaimers or standard terms, remain untouched, except when it’s time to refresh them.
While locked blocks can still be removed from a quote, all users will see a clear warning that non-editable content is restricted and likely shouldn’t be removed. Like Manager Approvals, it’s nice to have the option to add restrictions as you need them.
Users with elevated permission levels (Product Manager and above) can:
Create
Delete
Update
Add and Remove from Quote Template
Don’t have this permission level? Blocks are locked.
Stay Up-to-Date, Effortlessly
We know that content evolves — promotions change, terms get updated, and messaging shifts. Content Blocks keep your team in sync while allowing you to make changes across all templates and quotes that use those specific Blocks:
If a block changes after a quote is created, the quote will display an “outdated” indicator so it’s clear that a newer version exists.
Out of Date Content Block warning
For now, you can refresh that content by removing and re-adding the block. In an upcoming release, you’ll be able to update content in place without any extra clicks.
Do You Love Content Blocks Already?
We think Content Blocks offer you a powerful new capability, giving you a quick, flexible way to build and update templates and quotes. The ability to change one reusable block of content, and have the changes reflected everywhere you’ve used it in Quoter, made a ton of sense to our team.
We have plans to further extend the functionality of Content Blocks, but your feedback, as always, is much appreciated, and will help guide our further development. If you're already a Quoter partner, jump to our Community page and leave us a comment. And if you’re not a Quoter partner yet, talk to your ScalePad account manager because you’re honestly missing out.
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.
