Quoting Software

Quote-to-cash automation for the unique revenue challenges of MSPs

Move faster and sell more hardware, software, and services with Quoter, the all-in-one quoting platform as intuitive as your offerings are complex.

Feature Overview

Automation kills bottlenecks

Clogged by disparate processes, manual quoting takes too long and is prone to human error.
Quoter standardizes the process with automation, empowering your team to take on more sales requests, win more deals, and get paid fast.

Here’s how Quoter solves quoting for MSPs

You didn’t get into this business to be a salesperson.
That’s why we built Quoter: an all-in-one quoting platform designed to help you communicate your value and make selling your MSP’s superpower.

No more manual data entry

Integrate with your PSA, CRM, and distributors to automatically populate client and product data while building a quote. Eliminate human error and eliminate copy-and-paste from your process.

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Infinite line item configurations

Standardize even the most complex pricing requirements with reusable configurations for every variable that could affect a product or service’s pricing. Add volume discounts, percentage-based fees, and more.

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Professional, branded quote templates

Create consistent, beautifully presentable quotes and proposals with fuss-free templates that do all the formatting for you. Impress prospects and clients with sales quotes that deliver a polished, professional purchasing experience.

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Automated oversight to empower team quoting

Get notified every time a team member drafts a quote so you can have the last look before hitting Send. Perfect for delegating quoting tasks to more people on your team.

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25+ robust integrations to automate quote-to-cash

Connect the tools your MSP uses every day. Quoter integrates with your PSA, CRM, distributors, payment gateways, accounting software, and more.

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MSP Case Study

By harnessing Quoter’s integrations for PSA, distributors, e-signature, and online payments, even junior staff at Wilkins IT Solutions can prepare professional Quotes in minutes.

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“Quoter consolidated our entire sales process into one step. It’s a proposal, a contract, and a payment solution all in one, so we’re now sending one email instead of three or four.”

Alex Wilkins
CEO, Wilkins IT Solutions Inc.

Over 1,600 companies of all sizes are turning sales into a superpower with Quoter

SOC 2 Type II and ISO 27001 Compliant

Officially recognized as a SOC 2 Type II compliant and ISO 27001 certified product. ScalePad’s security-first approach isn’t just represented in the services our products provide, but demonstrated in our business and product development.

Learn more by downloading the ScalePad SOC 3 report.

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More than 30% of sales-related activities can be automated

Add superspeed to your MSP sales targets with automation for quote-to-cash.
Book a Quoter demo to learn more.

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FAQ

How does quotation software help MSPs close more deals?

Without quotation software, getting quotes out the door can be a time-consuming slog. There is only so much time in the day; you'll likely miss opportunities if quoting takes hours.

Quoter helps you respond to more quote requests faster by eliminating manual steps. It allows MSPs to:

Generate accurate quotes in minutes
Automate repetitive tasks with templates
Create professional, branded proposals without fuss
Convert quotes to payments seamlessly

All leading to improved response time to sales opportunities.

Can Quoter make my quotes look professionally branded?

Yes! Quoter includes customizable quote templates that allow you to send consistent, professionally-branded proposals (without having to dig into a Word doc or copy over logo files).

With Quoter, you can include elements like cover pages, intro messages, terms and conditions, specific order instructions, and any other supplementary content you want to include (or attach) to support your branded proposals.

What makes Quoter different than other quotation software?

Unlike other quotation software, Quoter is purpose-built to simplify quote-to-cash for MSPs.

MSPs face unique quoting challenges, which Quoter solves for with features like:

Automated calculations for complex service-based pricing
Recurring and one-time fee options
PSA, CRM, distributor, payment system, and accounting/bookkeeping software integrations
Professionally-branded quote templates
Team-based quote collaboration and approvals (with unlimited seats included for all plans)