ScalePad Quoter Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

As reported in 10 ScalePad Quoter reviews. Allows users to search, filter, sort and select items to be added to quote

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price This feature was mentioned in 10 ScalePad Quoter reviews.

Images can be displayed of options to enable users to visualize product options as it is being configured

As reported in 10 ScalePad Quoter reviews. Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 10 ScalePad Quoter reviews. Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online

Define fields to pull in dynamic information. This feature was mentioned in 13 ScalePad Quoter reviews.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 15 ScalePad Quoter reviews.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals. 14 reviewers of ScalePad Quoter have provided feedback on this feature.

Brand proposals and the application's portal with your company's logos and branding. 13 reviewers of ScalePad Quoter have provided feedback on this feature.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

As reported in 13 ScalePad Quoter reviews. Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best. 11 reviewers of ScalePad Quoter have provided feedback on this feature.

Based on 14 ScalePad Quoter reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 15 ScalePad Quoter reviews.

Program in-app and email notifications for approval milestones or actions. 12 reviewers of ScalePad Quoter have provided feedback on this feature.

Push and pull data from CRM to build proposals and update statuses with clients. 12 reviewers of ScalePad Quoter have provided feedback on this feature.

As reported in 14 ScalePad Quoter reviews. Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 10 ScalePad Quoter reviews.

Users can create new contracts within the platform using built-in document creation features.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives