01
PSA and CRM sync
Keep quote, opportunity, client, and contact data aligned across the tools sales and service teams already use.
- PSA workflows
- CRM opportunities
- Less duplicate entry
AutomationConnect quoting to the rest of your stack
Quoter helps MSPs automate quote-to-cash workflows with PSA, CRM, distributor, payment, accounting, tax, and API connections, so quoting does not become a disconnected system of record.
CONNECTED QUOTING
Automate the handoffs around quote-to-cash
Quoter connects integrations, product data, and API access into a durable quote-to-cash backbone that can adapt as an MSP's stack changes.
02
Distributor and payment connections
Use catalog, distributor, tax, payment, and accounting integrations to reduce manual quote assembly and collection work.
- Product Cloud
- Payment processors
- Accounting and tax
03
API extensibility
Use Quoter API access to build custom quote-to-cash workflows as the MSP stack matures.
- RESTful JSON API
- Custom automations
- Unified ScalePad API
AUTOMATION FLOW
Make quoting part of the operating system
Automation is where Quoter moves beyond quote creation and becomes a connected revenue workflow.
- 01
Receive the signal
A client request, opportunity, roadmap initiative, renewal, or hardware refresh creates a reason to quote.
- 02
Populate context
Bring in client, contact, product, distributor, or opportunity data from connected systems.
- 03
Build the quote
Use templates, configurators, catalog data, and rules to assemble the proposal.
- 04
Push status forward
Sync quote status, acceptance, contract, payment, and downstream workflow updates back into the right systems.
- 05STACK READY
Extend with API
Use API access for custom workflows when off-the-shelf integrations are not enough.
PLATFORM STORY
From roadmap insight to signed revenue
Quoter is a natural partner to Lifecycle Manager. Lifecycle Manager identifies client opportunities such as refresh initiatives and warranty timelines; Quoter turns those opportunities into proposals, approval, and payment.
Lifecycle Manager helps MSPs decide what to do. Quoter helps them get it approved and paid.
API access
Connect directly to Quoter data and workflows where custom automation is needed.
PSA-agnostic quoting
Keep quoting stable even when the MSP changes or expands PSA systems.
Lifecycle Manager handoff
Turn roadmap initiatives and hardware refresh signals into quote opportunities.
Integration directory
Use Quoter's PSA, CRM, distributor, accounting, payment, and tax integrations as the default path first.
READY?
Make quoting fit the way your MSP actually works.
See how Quoter connects quote-to-cash workflows across the tools your team already uses.