Quoter Overview

Quoter is a cloud-based CPQ software that helps technology service providers create accurate sales quotations quickly using smart, reusable templates. It enhances customer relationships and streamlines the quote-to-order process with seamless integrations.

Use Cases

Customers recommend Sales Document Management, Products & Pricelist Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Quoter.

Other use cases:

  • Contact List Management
  • Tracking & Monitoring Communications
  • Competitive Intelligence
  • Engaging And Following Up
  • Lead Tracking
  • Lead Management
  • Track Learning Progress
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Quoter.

Other priorities:

  • Launch New Products
  • Enhance Customer Relationships
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Quoter Use-Cases and Business Priorities: Customer Satisfaction Data

Quoter's features include Templates, Personalization, Live Monitoring, etc. and Quoter support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Quoter analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Key features include pricing management, product configurator, quote/proposal creation and online payments...." Peer review

Peer review evidence (same sources as the product rating summary)

"...When enabled, customers can simply follow a secure link in their quote to an online checkout page where they can agree to your terms and electronically sign their name before accepting the Quote...." Electronic Quote Acceptance and Signatures
"...Easy to manage product list...." Peer review by Neal A., Principal, Director of Operations, Information Technology and Services
"...Friendly and helpful support...." Peer review by Ben Kennedy

Quoter, Competera, Dealhub, Conga CPQ, ResponsiBid, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Quoter

Top Industries

  • Information Technology and Services
  • Computer Software
  • Manufacturing

Popular in

  • Small Business
  • Mid Market

Quoter is popular in Information Technology And Services, Computer Software, and Manufacturing and is widely used by Small Business, and Mid Market,

Quoter Customer wins, Customer success stories, Case studies

How can Quoter enhance your Sales Document Management process?

What Are the key features of Quoter for Products & Pricelist Management?

How can Quoter enhance your Contact List Management process?

How does Quoter address your Tracking & Monitoring Communications Challenges?

11 buyers and buying teams have used Cuspera to assess how well Quoter solved their CPQ needs. Cuspera uses 1008 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

 

Optimized IT - Information Technology And Services - Small

Cincinnati, USA

Optimized IT used ScalePad's Lifecycle Manager to unify client data and streamline account management. Before, their team struggled with scattered notes and disconnected tools, making it hard to fore...cast revenue and manage client relationships. Lifecycle Manager gave them a single platform for customer success, improving forecast accuracy and reducing onboarding friction. The team avoided hiring extra staff and now delivers more efficient reporting and budgeting. Client engagement is more scalable, and Optimized IT can plan ahead with confidence.

 

Plus 1 Technology - Information Technology And Services - Small

USA

ControlMap helped Plus 1 Technology automate and centralize their compliance process. Before, compliance was manual and fragmented, needing senior staff. With ControlMap, they built a repeatable syst...em that junior staff can manage. The risk register feature lets them track and score risks for clients in one place. This made Compliance as a Service faster and easier for both staff and clients. Plus 1 Technology now offers a cost-effective, scalable compliance solution for SMBs.

 

Network Doctor - Information Technology And Services - Medium

New Jersey, USA

Network Doctor used ControlMap to achieve SOC 2 compliance and improve internal security. Before ControlMap, risk assessments and vendor reviews were manual and error-prone. With ControlMap, Network ...Doctor centralized risk management, automated vendor assessments, and streamlined compliance processes. This led to better client conversations, improved team efficiency, and a stronger security culture. Network Doctor now offers compliance advisory services and helps clients make informed security decisions.

TeamLogic IT - Information Technology And Services

ScalePad IT Asset Disposal in Lifecycle Manager helped TeamLogic IT fix a slow and risky asset disposal process. Before, they had to store old client equipment for weeks or months, which was a securi...ty risk. The team even used drills to destroy hard drives, leading to accidents. With ScalePad, TeamLogic IT made asset disposal safer and faster. This improved client experience and added new profit for the business.

TechPath - Information Technology And Services

Cognition360 helped TechPath, Brisbane’s largest MSP, improve staff profitability by more than 12% in one year. The platform gave TechPath real-time data and faster reporting, cutting report creation... from two days to a few hours. Agreement profitability increased by over 10%. Custom dashboards made it easier for account managers to track budgets, analyze spending, and resolve tickets. TechPath now makes better business decisions and delivers improved service to clients.

MicroAge Swift Current - Information Technology And Services

Backup Radar helped MicroAge Swift Current automate backup monitoring. Before, they tracked backups with emails and spreadsheets, missing some failures. This led to lost time and risked client data. ...With Backup Radar, all backups are tracked in one dashboard. The team now saves more than 10 hours each week. This time savings lets them focus on other work and increases revenue. The process is now fast and reliable.

Quoter Product Update for May 2024

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Quoter

What is Quoter?

Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue.

Quoter helps to easily standardize the product, pricing, and quotation details, allowing to create and send comprehensive proposals with just a few clicks. Its seamless integrations help reduce data entry and streamline the quote-to-order process.

Some of its features create beautiful, professional sales proposals in seconds, automate pricing with configurable products and services, minimize data entry with smart, reusable templates, Close deals faster with electronic quote acceptance and payments, and many more.

What is Quoter used for?

Quoter is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Products & Pricelist Management and Helpdesk Management .

What are the top features of Quoter?

Templates, Personalization and Live monitoring are some of the top features of Quoter.

Who uses Quoter?

Quoter is used by Information Technology And Services, Computer Software and Manufacturing among other industries.

What are Quoter alternatives?

Competera, Dealhub, Conga CPQ and ResponsiBid are popular alternatives for Quoter.

Where is Quoter located?

Quoter is headquartered at Bellevue, Washington 98007, US.
lightning

Peers used Quoter for sales document management and products & pricelist management

Quoter Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.66/5

Read Reviews (83)
Analytics

3.50/5

Read Reviews (15)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.66/5

Read Reviews (83)
Analytics

3.50/5

Read Reviews (15)

Software Failure Risk Guidance

?

for Quoter

Overall Risk Meter

Low Medium High

Top Failure Risks for Quoter

ScalePad Inc News

Product

ScalePad Product Roundup: August Edition

ScalePad's August product updates include new integrations and enhancements across its platform. Lifecycle Manager now integrates with Addigy, Heimdal, Sophos, and SentinelOne, improving data accuracy for MSPs. ControlMap introduces custom frameworks and links with Lifecycle Manager for streamlined compliance. Quoter's modernized quoting journey and Backup Radar's new reporting features enhance MSP efficiency and client service.

Awards

ScalePad Named a Top 100 Inspiring Workplace for the Third Consecutive Year

ScalePad has been recognized as one of North America's Top 100 Inspiring Workplaces for the third consecutive year. This award highlights ScalePad's commitment to fostering a positive work culture, emphasizing leadership, employee growth, and wellbeing. The recognition underscores the company's focus on supporting its employees to enhance partner interactions and product development.

Product

ScalePad Introduces Copilot, an AI Teammate Built for MSP Operations

ScalePad has launched Copilot, an AI-driven feature within Lifecycle Manager, designed to enhance MSP operations by transforming insights into actionable tasks. Copilot integrates with existing workflows, offering recommendations and automating processes like QBR preparation and strategic planning. This tool aims to improve efficiency and client value delivery by leveraging AI to understand operational contexts.

Product

Meet ScalePad Copilot: Your MSP’s New AI Teammate

ScalePad has launched ScalePad Copilot, an AI-powered assistant integrated into Lifecycle Manager. Copilot enables MSPs to automate workflows, prepare QBRs, and generate client insights using natural language. The tool aims to enhance strategic growth by transforming data into actionable insights, bridging the gap between data and action for MSPs.

ScalePad Inc Profile

Company Name

ScalePad Inc

Company Website

https://www.scalepad.com/

Year Founded

2019

HQ Location

Bellevue, Washington 98007, US

Employees

1-10

Social

Financials

SEED