ScalePad Quoter Reviews & Product Details

Customer gets to choose options to create their quote Review collected by and hosted on G2.com.

Asking the "professionals" how to do something, usually results in a non answer, when there usually is a way to do it. also their quote layout looks very very old and not clean. Review collected by and hosted on G2.com.

Quoter allows me to create quotes customers understand and easily follow. The customers are able to quickly understand the MRC vs NRC line items and any special charges that are associated with them. And goodness is it nice having the line item details the customer can reference while they are reviewing the quote! And then the DocuSign approval process is so smooth and secure. Quoter is fantastic! Review collected by and hosted on G2.com.

Anything that can be done to make importing services/equipment for product catalog and also tying to current inventory, would be very helpful. Also, get me as much as you can on how Quoter can be used with APIs to Quoter and from Quoter. Review collected by and hosted on G2.com.

easy to setup. nice interface. great automation capabilities Review collected by and hosted on G2.com.

can't think of any downsides. its a great product Review collected by and hosted on G2.com.

As a person who manages several legal entities, we were looking for a Quoting tool that would allow us to share company and contact details databases while creating a customizable quoting template with independent Legal Entity Details and logos. The option of preloaded (but still editable) product lists is handy, allowing the account managers to use pre-loaded descriptions and revise them if needed. Review collected by and hosted on G2.com.

Because we use the integration with another tool (Pipedrive), the Quotes open/accepted/lost metrics do not give 100% certainty. This might be because of how we manage that, but we find that the charts out of that other tool provide more detail. Review collected by and hosted on G2.com.

We were using Excel spreadsheets for quoting, and as you can imagine, that came with a lot of user errors. Quoter changed the game for us. It syncs perfectly with our PSA tool, is simple to use, and we can trust the data that it is pulling/pushing from our different distributors and PSA tool. Review collected by and hosted on G2.com.

It does not have all of our distributors. Review collected by and hosted on G2.com.

The ability to remember the names and addresses of re-quotes to my customers. Many find the timing to be very fast and accurate, I think the ease of the system is outstanding Review collected by and hosted on G2.com.

I can't think of anything I would change, I would however insist that you don't change the platform and keep it the way it is. Many platform concepts require update and more time spent re-learning the system Review collected by and hosted on G2.com.

creating quotes is quick and easy, and its so quick for clients to esign and process new and add on orders. we like fast and simple, simple and fast, smooth like a babys bottom Review collected by and hosted on G2.com.

Little custom formatting to make proposals "Shinier", the imagery and customization is pretty. other proposal tools are more sophisticated especially how they appear Review collected by and hosted on G2.com.

I love that it's flexible and intuitive. Quote templates are easy to set up and their support is friendly and responsive. Review collected by and hosted on G2.com.

I wish the body of the template (cover letter) was a bit easier to manipulate and change but it's not a big issue for us. Review collected by and hosted on G2.com.

We did a lot of research, and Quoter was the only software that allowed us to break down our quotes by monthly versus one-time costs. Love the ease of use and the price. Integrates nicely with Zoho CRM as well. Review collected by and hosted on G2.com.

would like to make a change to a quote without having to create a whole new version. That would be nice. Review collected by and hosted on G2.com.

Easy to use. Templates make quoting time very short. I like the analytics it shows for your quotes created. Easy to upload price changes and new products. The descriptions also look great for products on quotes. Review collected by and hosted on G2.com.

That prices do not automatically update on templates. When you copy a quote, the shipping and taxes do not copy. It would be nice if it communicated with a CRM. Review collected by and hosted on G2.com.