Customize your account with add-ons

Automated Quote Reminders

Save time and avoid deals slipping through the cracks by automatically sending quote Reminders to your clients.

Manager Approvals

Leverage automated approval workflows to empower more people on your team to quote.

Bundles

Bundle multiple products and services together to save time and simplify the formatting of complex quotes.

Line Item CSV Import (Advanced)

Save reusable mapping templates to import Line Items quickly. Import up to 100 Line Items at a time.

Contract Management

Simplify and automate contract management to capture lost revenue, empower your team, and maximize the value of your business.

Single Select

Allow clients to make a single selection from a predefined list of Line Items or entire Sections.

Reporting

Easily identify trends in quotes generated, won, and lost, track closing ratios, and visualize your company’s growth with beautiful graphs.

Avalara Tax Integration

Quote faster and smarter by automatically pulling applicable taxes from Avalara.

Hubspot and/or Salesforce Integrations

Add premium integrations to your custom Quoter account.

ScalePad Inc.

ScalePad enables MSPs to shift from reactive service to strategic impact, using Customer Success as the engine that drives trust, retention, and revenue.

Our platform unifies risk insights, client planning, and success delivery, helping MSPs lead smarter conversations, close bigger deals, and show their value with every client.

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Overview

Explore Lifecycle Manager The Customer Success Era Schedule a Demo Get Started for Free

Use Cases

Automate QBR Prep Strategic IT Roadmapping IT Budgets Perform Annual Assesments Operationalize Account Management Client System of Record Asset Lifecycle Management Protect and Dispose of Assets

Integrations Pricing

Resources

Documentation Center Partner Stories Product Updates Guide to Customer Success

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The Smarter Way to Manage
Customer Success
QBR Prep & VCIO
Security & Compliance
Quoting & Contracting
Backup Monitoring
Business Intelligence
Customer Success
QBR Prep & VCIO
Security & Compliance
Quoting & Contracting
Backup Monitoring
Business Intelligence

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