ScalePad CS partners can now create a quote directly from an initiative, keeping the recommendation and its client context close as the work moves forward.
For eligible ScalePad CS partners, 10 free quotes each month make it easy to get started with everyday quoting right where client plans already live. We’re excited to expand our ScalePad CS platform with quoting capabilities for those looking for a fast and easy way to send a few quotes per month out. And when you’re ready for more advanced quoting, Quoter is the best comprehensive quoting tool for the job.
Move from a client initiative to a quote
When a roadmap initiative leads to a purchase, account teams can start a quote directly from that initiative in ScalePad CS. The quote stays connected to the client plan and the recommendation behind it.
Why this matters:
- Take the next step on a planned recommendation without starting over in a separate workflow.
- Keep the client context close to the quote.
- Give account teams a simpler path from budgeting to a sent quote and a concrete client conversation, all trackable in one dashboard.
Keep everyday quoting close to client work
Quoting in ScalePad CS brings this everyday workflow into the place where teams already plan and manage client work. That can mean fewer tool switches and fewer handoffs just to get a quote started.
The goal is straightforward: help teams carry a client recommendation forward without losing sight of why it was made.
Start with 10 free quotes each month
Eligible ScalePad CS partners get 10 free quotes per month. It’s a low-friction way to try native quoting with real client opportunities and see how it fits into the team’s workflow.
Take the next step on the client plan
A client plan is more useful when the next step is easy to take. By connecting an initiative to a quote in ScalePad CS, teams can keep that work moving in the same client context.
Now available
Eligible ScalePad CS partners can log in and start quoting today. New to ScalePad CS? Book a demo.