--- title: ScalePad Quoter Reviews meta_title: 'ScalePad Quoter Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 44 reviews by the users' company size, role or industry to find out how ScalePad Quoter works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 44 scale: '5' date_modified: '2026-08-07' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # ScalePad Quoter Reviews **Vendor:** ScalePad **Category:** [CPQ Software](https://www.g2.com/categories/cpq) **Average Rating:** 4.7/5.0 **Total Reviews:** 44 ## About ScalePad Quoter Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. ## ScalePad Quoter Pros & Cons **What users like:** - Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple. (12 reviews) - Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy. (8 reviews) - Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease. (5 reviews) - Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. (4 reviews) - Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. (4 reviews) - Customization (4 reviews) - Simple (4 reviews) - Template Creation (4 reviews) - Affordable (3 reviews) - Ease of Creation (3 reviews) **What users dislike:** - Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals. (3 reviews) - Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals. (3 reviews) - Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter. (3 reviews) - Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing. (2 reviews) - Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates. (2 reviews) - Copy-Paste Issues (2 reviews) - Data Management Issues (2 reviews) - Difficult Changes (2 reviews) - Difficult Customization (2 reviews) - Integration Issues (2 reviews) ## ScalePad Quoter Reviews ### 1. Great quoting software **Rating:** 4.0/5.0 stars **Reviewed by:** Alex Y. | Co-Founder & Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2024 **What do you like best about ScalePad Quoter?** easy to setup. nice interface. great automation capabilities **What do you dislike about ScalePad Quoter?** can't think of any downsides. its a great product **What problems is ScalePad Quoter solving and how is that benefiting you?** helps us deliver quotes to clients in an easy to read manner **Official Response from Scott Bauer:** > We're glad to hear that you find Quoter easy to set up and with a nice interface. Our integrations are designed to make your quote-to-cash process more efficient. ### 2. Straightforward & Flexible Quoting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Alejandra E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about ScalePad Quoter?** 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. **What do you dislike about ScalePad Quoter?** 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. **What problems is ScalePad Quoter solving and how is that benefiting you?** Allowing me to use different legal entities within the same quoting system, which I wouldn't be able to do if using a CRM/project manager. This allows us to centralize all work done in a single platform/account. ### 3. Easy to use and understand the product. It also integrates with ConnectWise product catalog **Rating:** 3.5/5.0 stars **Reviewed by:** Paul H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about ScalePad Quoter?** Easy to use and the ConnnectWise integrations. **What do you dislike about ScalePad Quoter?** Delivery to client methods could be improved. **What problems is ScalePad Quoter solving and how is that benefiting you?** It helps our clients better understand the products and services we offer. ### 4. Quoter Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about ScalePad Quoter?** - Fast and easy to make a quoting template. - Ability to quickly create a product quote. - The integrations with various vendors work well. - We had previously used ConnectWise Sell. While this product worked ok, designing templates was futile. **What do you dislike about ScalePad Quoter?** - Integration with ConnectWise Manage could use some improvements. For example, Quoter does not keep track of opportunity types. Such as hardware, managed services, project SOW, etc. It would be nice if this information could be sent over to CW. - Quoter can get expensive. Especially since they charge you for reporting. This should be included with at least the Standard plan. - You need to pay extra for SSO. Well, this is a security issue and should be included across all plans. - Importing products from our vendors should have an option to strip out manufacturer part numbers. **What problems is ScalePad Quoter solving and how is that benefiting you?** - We can quickly create and/or copy old quotes. - Quoter integrates with ConnectWise (CW has terrible quoting functionality). This saves time. ### 5. Very user friendly and our staff adapted to the user functions easily. **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony H. | M, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about ScalePad Quoter?** Ease of use and being able to access our quotes on the cloud. **What do you dislike about ScalePad Quoter?** Not able to add functions to improve reporting requirements. **What problems is ScalePad Quoter solving and how is that benefiting you?** Managing our quotes being sent out to our customers and being able to measure our acceptances. ### 6. Easy tool with many individual options **Rating:** 4.0/5.0 stars **Reviewed by:** Petra T. | International Key Account & Partner Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2016 **What do you like best about ScalePad Quoter?** The main advantage is that it's very easy to use. With a few clicks you can send a quote to a customer. It's possible to send them directly via Socket or just download the generated quote and send it with your own email program. It has a connector to CRM's so that the quote automatically is saved as an opportunity in the CRM. When the prospect or customer receives a quote, they can order directly by clicking a button on the quote PDF. Multi-currency is available. Their customer support is very responsive and friendly. They add new tools consistently. **What do you dislike about ScalePad Quoter?** There are some features that need to be improved. As they keep working on improving their tool, I'm really looking forward to these problems get solved soon: After an order, you can generate an invoice. By doing that, there is still some information from the quote included (this is no surprise, since it's still the quote but with an invoice title on it): "expires", "quote number" **What problems is ScalePad Quoter solving and how is that benefiting you?** We started using a new CRM system, that can't generate quotes with other currencies than US Dollar. So we were looking for an easy tool that can be connected with our new CRM system. Compared to our old CRM system, in which we generated the quotes inside of it, it's a lot more comfortable to get a quote, because it's less complicated and requires less steps to send them out. ### 7. Being upfront with pricing is just smart business **Rating:** 4.0/5.0 stars **Reviewed by:** Gerard N. | CEO, Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2016 **What do you like best about ScalePad Quoter?** Like our competitors we used to give our pricing only after we had qualified the lead and the customer interest but Socket has changed that thinking. Now we have a Get a Quote button on our website and people can enter their information and be automatically emailed a quote along with supporting documentation (brochure, white papers). This gives our prospects the confidence of knowing exactly where they stand. The product also has a lot of features such as web callbacks and integration with products like Highrise. **What do you dislike about ScalePad Quoter?** The product has no way of blacklisting gmail or hotmail accounts and this is something that I would like to see. **What problems is ScalePad Quoter solving and how is that benefiting you?** Quote automation. ## ScalePad Quoter Discussions - [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote - [Disable Cookie Question](https://www.g2.com/discussions/disable-cookie-question) - 2 comments, 1 upvote - [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote - [View ScalePad Quoter pricing details and edition comparison](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A11%3A43+-0500&secure%5Bsession_id%5D=2aa0ba85-fc10-442c-b05b-95eee667f534&secure%5Btoken%5D=fc29f9e1afa9e42b944a41d623d8acf57fc989b7d015ae2193605a6ebaba86f2&format=llm_user) ## ScalePad Quoter Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Customer Requirements** - Quoting - Configuration - Pricing **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Contracts** - Creation - Negotiation - Execution **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Revenue** - Invoicing - Matching - Recognition **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top ScalePad Quoter Alternatives - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,510 reviews) - [DealHub AI](https://www.g2.com/products/dealhub-ai/reviews) - 4.7/5.0 (848 reviews)