ScalePad Quoter is a SaaS quoting and proposal automation platform designed for managed service providers (MSPs) to streamline the creation, management, and delivery of sales quotes. The platform centralizes quoting workflows, allowing teams to build, customize, and send professional quotes quickly using reusable templates and a product configurator. Quoter integrates with PSA and CRM systems, ensuring client and product data is always up to date and reducing manual entry errors. The system supports complex pricing scenarios, including volume discounts and margin tracking, and provides real-time collaboration tools for teams. With features like automated calculations, customizable sections, and comprehensive reporting, Quoter helps MSPs standardize their sales process, improve quote accuracy, and accelerate deal cycles.

Key Features

Product Configurator Automates pricing for complex products and services.

• Supports volume discounts, add-ons, and variable options
• Eliminates manual calculations and errors

Reusable Templates Standardizes and accelerates quote creation.

• Save templates with product details, pricing, and branding
• Build a library for different job types or project scopes

PSA and CRM Integration Ensures accurate, up-to-date client and product data.

• Syncs contacts, opportunities, and cases
• Reduces manual data entry and risk of errors

Cost & Margin Tracking Tracks profitability on every quote.

• Calculates margins per product and per quote
• Admin controls for margin visibility

Quote Sections Organizes quotes for clarity and professionalism.

• Group products, services, and labor with subtotals
• Customizable subheadings for easy client review

Collaboration Tools Enables real-time teamwork on quotes.

• Multiple users can build and edit quotes simultaneously
• Streamlines internal review and approval

Comprehensive Reporting Provides insights into quoting performance.

• Tracks quote status, win rates, and revenue
• Identifies bottlenecks and opportunities

Benefits

Faster, More Accurate Quoting Reduces time and errors in quote creation.

• Automates calculations and data entry
• Standardizes process with templates and integrations

Improved Sales Efficiency Accelerates deal cycles and increases win rates.

• Enables quick turnaround on client requests
• Supports collaboration and approval workflows

Enhanced Professionalism and Consistency Delivers polished, branded quotes every time.

• Customizable templates and sections
• Consistent client experience

Better Profitability Tracking Ensures visibility into margins and costs.

• Real-time margin calculations
• Admin controls for sensitive data