What does unlimited users mean?

Quoter plans include unlimited users, so sales, procurement, finance, and leadership can collaborate without adding per-seat cost.

What does the activation fee include?

The activation fee includes supported onboarding with the Success Team, including help with products and services, proposal styling, account settings, and integrations.

What happens if I reach my monthly quote limit?

If your monthly published quote limit is reached, you can still draft quotes and publish revisions to existing quotes. New published quotes resume when the monthly limit resets, or you can upgrade to a higher-volume plan.

What if we need higher quote volume?

Quoter plans scale by monthly published quote volume. If your team regularly needs more volume than your current plan includes, ScalePad can help you move to the right plan for your sales motion.

Do I need a payment gateway to accept online payments?

Yes. To accept online payments through Quoter, you need a supported third-party payment processor such as Stripe, Authorize.net, PayPal, or another supported provider.

Does ScalePad charge transaction fees for online payments?

No. ScalePad does not charge transaction fees for payments accepted through Quoter, though your payment processor may charge its own fees.

How is Quoter billed?

Quoter is billed monthly on a 12-month term based on your selected plan. You receive an invoice each month showing the charges for that billing period.

What systems does Quoter integrate with?

Quoter integrates with common PSA, CRM, distributor, accounting, invoicing, billing, and payment systems so approved quote data can move through your sales and operations workflow.

Quoter Pricing

Pricing

Plans are based on monthly quote volume, not seat count. Every standard plan includes the complete quoting workflow.

Standard

Best for growing teams that need more monthly quote capacity without changing the feature set.

$299/month

75 quotes/month

Give the sales team more monthly quote volume while keeping the same complete Quoter workspace available to everyone.

Unlimited Users
Complete Quoter Feature Set

Pro

Recommended

Best for MSPs with steady quoting volume and more people participating in the sales process.

$449/month

150 quotes/month

Scale quote output without adding seat-based cost or splitting the workflow across tools.

Unlimited Users
Complete Quoter Feature Set

Enterprise

Best for larger teams that need higher quote volume plus reseller or multi-tenant workflows.

$599/month

250 quotes/month

Run the complete Quoter workspace at high monthly volume, with Enterprise-only workflows for larger operating models.

Unlimited Users
Complete Quoter Feature Set
Multi-Tenant Support
Reseller Workflows

Book a Demo

View Product

Every Quoter plan includes unlimited users. Activation includes guided onboarding with the Success Team.

Compare plans

Choose Quoter by monthly quote volume

Every standard Quoter plan includes the complete quoting workflow and unlimited users. Pick the monthly quote volume that matches your sales motion, then use Enterprise when reseller or multi-tenant workflows matter.

Feature

Standard

$299/month

Pro

$449/month

Enterprise

$599/month

Volume

Monthly published quotes

Choose the monthly quote volume that matches how often your team sends client proposals.

•75 quotes

•150 quotes

•250 quotes

Commercial model

Unlimited users

Let sales, procurement, finance, and leadership collaborate without per-seat friction.

✓Included

Quote workflow

Contract Management

Create agreements from templates, route multi-sign workflows, track contract dates and renewals, and monitor contract revenue metrics.

✓Included

Email tracking

See when quotes are opened so follow-up happens with better timing and context.

✓Included

Quote revisions

Revise active quotes while preserving the workflow needed to keep deals moving.

✓Included

Online acceptance and e-signature

Let clients review, approve, and sign quotes online without extra back-and-forth.

✓Included

Optional items

Give buyers clear add-on choices while keeping the core proposal focused.

✓Included

Automated quote reminders

Nudge buyers automatically so open quotes do not rely on manual follow-up.

✓Included

Bundles

Package related products and services together for faster, more consistent proposal building.

✓Included

Single-select proposal sections

Present mutually exclusive options so clients can choose the right package cleanly.

✓Included

Pricing controls

Cost and margin tracking

Track item costs, sell prices, and margin before the quote reaches the client.

✓Included

Discounting

Apply discounts with visibility into price changes and margin impact.

✓Included

Tax engine

Calculate tax inside the quote workflow to reduce manual pricing cleanup.

✓Included

Avalara tax integration

Connect Avalara for more automated tax calculation across quoting workflows.

✓Included

Catalog and data

Product Cloud

Access product data and distributor-fed catalog information for faster quote creation.

✓Included

Mail merge fields

Personalize proposal documents with dynamic client, quote, and opportunity details.

✓Included

Line item bulk updating

Update multiple quote line items at once to speed up larger proposals.

✓Included

Line item CSV import

Import quote line items from CSV when building complex or externally sourced proposals.

✓Included

Integrations

ScalePad API and MCP

Extend Quoter with API and MCP access for custom automation and connected workflows.

✓Included

PSA integrations

Push quoting activity into PSA workflows so sales handoff and service delivery stay connected.

✓Included

Distributor integrations

Pull distributor data into quoting workflows to reduce manual product and pricing lookups.

✓Included

CRM integrations

Connect quote activity to CRM records in HubSpot and Salesforce to keep pipeline context current.

✓Included

Accounting and invoicing integrations

Move approved quote data toward invoicing workflows with less duplicate entry.

✓Included

Billing platform and other integrations

Connect Quoter to downstream billing and business systems that support your revenue process.

✓Included

Payment gateway integrations

Let clients move from accepted quote to payment through connected payment providers.

✓Included

Operations

Manager approvals

Route quotes for review when pricing, margin, or deal rules require oversight.

✓Included

Reporting

Track quote activity, performance, and sales workflow patterns across the team.

✓Included

Multi-currency support

Build quotes for customers and regions that require different currencies.

✓Included

Single sign-on (SSO)

Use centralized authentication to simplify access and support stronger security controls.

✓Included

Enterprise workflows

Multi-tenant support

Manage quoting across multiple business units or tenants from an enterprise-ready setup.

✓Included

Reseller workflows

Support reseller quoting motions where Partners need structured pricing and proposal workflows.

✓Included

Volume

Monthly published quotes

Choose the monthly quote volume that matches how often your team sends client proposals.

Standard

•75 quotes

Pro

•150 quotes

Enterprise

•250 quotes

Commercial model

Unlimited users

Let sales, procurement, finance, and leadership collaborate without per-seat friction.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Quote workflow

Contract Management

Create agreements from templates, route multi-sign workflows, track contract dates and renewals, and monitor contract revenue metrics.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Email tracking

See when quotes are opened so follow-up happens with better timing and context.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Quote revisions

Revise active quotes while preserving the workflow needed to keep deals moving.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Online acceptance and e-signature

Let clients review, approve, and sign quotes online without extra back-and-forth.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Optional items

Give buyers clear add-on choices while keeping the core proposal focused.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Automated quote reminders

Nudge buyers automatically so open quotes do not rely on manual follow-up.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Bundles

Package related products and services together for faster, more consistent proposal building.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Single-select proposal sections

Present mutually exclusive options so clients can choose the right package cleanly.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Pricing controls

Cost and margin tracking

Track item costs, sell prices, and margin before the quote reaches the client.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Discounting

Apply discounts with visibility into price changes and margin impact.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Tax engine

Calculate tax inside the quote workflow to reduce manual pricing cleanup.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Avalara tax integration

Connect Avalara for more automated tax calculation across quoting workflows.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Catalog and data

Product Cloud

Access product data and distributor-fed catalog information for faster quote creation.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Mail merge fields

Personalize proposal documents with dynamic client, quote, and opportunity details.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Line item bulk updating

Update multiple quote line items at once to speed up larger proposals.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Line item CSV import

Import quote line items from CSV when building complex or externally sourced proposals.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Integrations

ScalePad API and MCP

Extend Quoter with API and MCP access for custom automation and connected workflows.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

PSA integrations

Push quoting activity into PSA workflows so sales handoff and service delivery stay connected.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Distributor integrations

Pull distributor data into quoting workflows to reduce manual product and pricing lookups.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

CRM integrations

Connect quote activity to CRM records in HubSpot and Salesforce to keep pipeline context current.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Accounting and invoicing integrations

Move approved quote data toward invoicing workflows with less duplicate entry.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Billing platform and other integrations

Connect Quoter to downstream billing and business systems that support your revenue process.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Payment gateway integrations

Let clients move from accepted quote to payment through connected payment providers.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Operations

Manager approvals

Route quotes for review when pricing, margin, or deal rules require oversight.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Reporting

Track quote activity, performance, and sales workflow patterns across the team.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Multi-currency support

Build quotes for customers and regions that require different currencies.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Single sign-on (SSO)

Use centralized authentication to simplify access and support stronger security controls.

Standard

✓Included

Pro

✓Included

Enterprise

✓Included

Enterprise workflows

Multi-tenant support

Manage quoting across multiple business units or tenants from an enterprise-ready setup.

Standard

Pro

Enterprise

✓Included

Reseller workflows

Support reseller quoting motions where Partners need structured pricing and proposal workflows.

Standard

Pro

Enterprise

✓Included

Quote limits reset monthly. Revisions to existing quotes remain available if a plan reaches its monthly published quote limit.

FAQ

Quoter FAQ

Answers to common questions about Quoter pricing, quote volume, onboarding, integrations, payments, and billing.

What does unlimited users mean?
Quoter plans include unlimited users, so sales, procurement, finance, and leadership can collaborate without adding per-seat cost.
What does the activation fee include?
The activation fee includes supported onboarding with the Success Team, including help with products and services, proposal styling, account settings, and integrations.
What happens if I reach my monthly quote limit?
If your monthly published quote limit is reached, you can still draft quotes and publish revisions to existing quotes. New published quotes resume when the monthly limit resets, or you can upgrade to a higher-volume plan.
What if we need higher quote volume?
Quoter plans scale by monthly published quote volume. If your team regularly needs more volume than your current plan includes, ScalePad can help you move to the right plan for your sales motion.
Do I need a payment gateway to accept online payments?
Yes. To accept online payments through Quoter, you need a supported third-party payment processor such as Stripe, Authorize.net, PayPal, or another supported provider.
Does ScalePad charge transaction fees for online payments?
No. ScalePad does not charge transaction fees for payments accepted through Quoter, though your payment processor may charge its own fees.
How is Quoter billed?
Quoter is billed monthly on a 12-month term based on your selected plan. You receive an invoice each month showing the charges for that billing period.
What systems does Quoter integrate with?
Quoter integrates with common PSA, CRM, distributor, accounting, invoicing, billing, and payment systems so approved quote data can move through your sales and operations workflow.