--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple. [(12 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=1338033&qs=pros-and-cons#reviews) Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy. [(8 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2154083&qs=pros-and-cons#reviews) Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease. [(5 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2154375&qs=pros-and-cons#reviews) Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. [(4 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2153040&qs=pros-and-cons#reviews) Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. [(4 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2153065&qs=pros-and-cons#reviews) Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals. [(3 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152195&qs=pros-and-cons#reviews) Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals. [(3 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152561&qs=pros-and-cons#reviews) Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter. [(3 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152659&qs=pros-and-cons#reviews) Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing. [(2 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2151577&qs=pros-and-cons#reviews) Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates. [(2 mentions)](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2151702&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of ScalePad Quoter ##### 1. Ease of Use Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple. [ See 12 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=1338033&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine G.") KG Katherine G. Small-Business (50 or fewer emp.) 5.0/5 "Simplified our quoting process" What do you like about ScalePad Quoter? 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 pe ![Miguel G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miguel G.") MG Miguel G. Small-Business (50 or fewer emp.) 4.5/5 "Short and sweet" What do you like about ScalePad Quoter? The simplicity of using Quoter is what is like the most. ##### 2. Quoting Process Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy. [ See 8 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2154083&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine G.") KG Katherine G. Small-Business (50 or fewer emp.) 5.0/5 "Simplified our quoting process" What do you like about ScalePad Quoter? 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 pe RS Richard S. Mid-Market (51-1000 emp.) 5.0/5 "easy to use" What do you like about ScalePad Quoter? meant to give prices to customers and you can see when the customer has seen the price ##### 3. Templates Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease. [ See 5 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2154375&qs=pros-and-cons#reviews) See Related User Reviews BD Beth D. Small-Business (50 or fewer emp.) 5.0/5 "Using Quoter has made our team infinitely more efficient." What do you like about ScalePad Quoter? I love that it's flexible and intuitive. Quote templates are easy to set up and their support is friendly and responsive. ML Monty L. Small-Business (50 or fewer emp.) 5.0/5 "Quoter Review" What do you like about ScalePad Quoter? Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features! ##### 4. Customer Support Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience. [ See 4 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2153040&qs=pros-and-cons#reviews) See Related User Reviews BD Beth D. Small-Business (50 or fewer emp.) 5.0/5 "Using Quoter has made our team infinitely more efficient." What do you like about ScalePad Quoter? I love that it's flexible and intuitive. Quote templates are easy to set up and their support is friendly and responsive. WT William T. Mid-Market (51-1000 emp.) 4.5/5 "Fast, simple and reliable" What do you like about ScalePad Quoter? 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 t ##### 5. Customizability Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration. [ See 4 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2153065&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine G.") KG Katherine G. Small-Business (50 or fewer emp.) 5.0/5 "Simplified our quoting process" What do you like about ScalePad Quoter? 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 pe RR Richard R. Small-Business (50 or fewer emp.) 5.0/5 "Great tool for fast quotes and order acceptance" What do you like about ScalePad Quoter? Using templates to create new quotes with the option to add additional items and customization really streamlines the quoting process ### 5 Cons or Disadvantages of ScalePad Quoter ##### 1. Limited Customization Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals. [ See 3 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152195&qs=pros-and-cons#reviews) See Related User Reviews RS Richard S. Mid-Market (51-1000 emp.) 5.0/5 "easy to use" What do you dislike about ScalePad Quoter? cannot change company / name after it has been sent BD Beth D. Small-Business (50 or fewer emp.) 5.0/5 "Using Quoter has made our team infinitely more efficient." What do you dislike about ScalePad Quoter? 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. ##### 2. Missing Features Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals. [ See 3 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152561&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine G.") KG Katherine G. Small-Business (50 or fewer emp.) 5.0/5 "Simplified our quoting process" What do you dislike about ScalePad Quoter? It does not have all of our distributors. JN Justin N. Small-Business (50 or fewer emp.) 4.5/5 "Quick, easy quoting." What do you dislike about ScalePad Quoter? 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 w ##### 3. Poor Integration Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter. [ See 3 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2152659&qs=pros-and-cons#reviews) See Related User Reviews DK Douglas K. Small-Business (50 or fewer emp.) 5.0/5 "Great quoting package with excellent integration points" What do you dislike about ScalePad Quoter? Stripe integrations could break out products for invoicing instead of creating an invoice for the whole amount. Everything else is pretty great, so JN Justin N. Small-Business (50 or fewer emp.) 4.5/5 "Quick, easy quoting." What do you dislike about ScalePad Quoter? 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 w ##### 4. API Integration Issues Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing. [ See 2 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2151577&qs=pros-and-cons#reviews) See Related User Reviews DK Douglas K. Small-Business (50 or fewer emp.) 5.0/5 "Great quoting package with excellent integration points" What do you dislike about ScalePad Quoter? Stripe integrations could break out products for invoicing instead of creating an invoice for the whole amount. Everything else is pretty great, so ![Alejandra E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alejandra E.") AE Alejandra E. Small-Business (50 or fewer emp.) 4.0/5 "Straightforward & Flexible Quoting tool" 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 ##### 5. Contact Management Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates. [ See 2 mentions ](https://www.g2.com/products/scalepad-quoter/reviews?filters%5Bsentiment_snippet%5D=2151702&qs=pros-and-cons#reviews) See Related User Reviews RS Richard S. Mid-Market (51-1000 emp.) 5.0/5 "easy to use" What do you dislike about ScalePad Quoter? cannot change company / name after it has been sent JN Justin N. Small-Business (50 or fewer emp.) 4.5/5 "Quick, easy quoting." What do you dislike about ScalePad Quoter? 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 w ## Top-Rated Alternatives [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5(1,142) ](https://www.g2.com/products/proposify/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,648) ](https://www.g2.com/products/pandadoc/reviews) [ ![DealHub AI](https://images.g2crowd.com/uploads/product/hd_favicon/f0c1d987d9d32ecbd53566c2e7d12dbc/dealhub-ai.svg "DealHub AI") DealHub AI 4.7/5(864) ](https://www.g2.com/products/dealhub-ai/reviews) [ View All Alternatives ](https://www.g2.com/products/scalepad-quoter/competitors/alternatives) ![Kevin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin C.") KC Kevin C. Small-Business (50 or fewer emp.) 5/12/2023 "Quoter saves the day!" 5/5 What do you like best about ScalePad Quoter? Quoter allows me to cerate 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. What do you dislike about ScalePad Quoter? Anything that can be done to make importing services/equipment for product catalog and also tieing to current inventory, would be very helpful. Also, get me as much as you can on how Quoter can be used with API's to Quoter and from Quoter. Review collected by and hosted on G2.com. What problems is ScalePad Quoter solving and how is that benefiting you? Quoter helps our customers see we are professional and that we respect our and their privacy and communications security. Quoter represents our services and products and takes nothing away from how we deliver them and market them. Review collected by and hosted on G2.com. Show More Response from Scott Bauer of ScalePad Quoter [Editedit](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471/official_response/edit) Thank you for the feedback Kevin - you may already be aware but we do offer a spreadsheet template to import services and/or products into Quoter. The downloadable template can be accessed within your account under: "Items" \> "Import Items." More information on our API can be found here: https://quotersoftware.github.io/docs/#quoter-api-reference https://help.quoter.com/en/articles/2796480-integrate-with-webhooks [See how ScalePad Quoter improved](https://help.quoter.com/en/articles/2795045-importing-items) Current UserValidated ReviewerIncentivizedSource: Seller invite ![Alex Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex Y.") AY Alex Y. Co-Founder & Chief Operating Officer Small-Business (50 or fewer emp.) 1/2/2024 "Great quoting software" 4/5 What do you like best about ScalePad Quoter? easy to setup. nice interface. great automation capabilities Review collected by and hosted on G2.com. What do you dislike about ScalePad Quoter? can't think of any downsides. its a great product Review collected by and hosted on G2.com. What problems is ScalePad Quoter solving and how is that benefiting you? helps us deliver quotes to clients in an easy to read manner Review collected by and hosted on G2.com. Show More Response from Scott Bauer of ScalePad Quoter [Editedit](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: G2 invite ![Alejandra E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alejandra E.") AE Alejandra E. Small-Business (50 or fewer emp.) 5/9/2023 "Straightforward & Flexible Quoting tool" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Katherine G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine G.") KG Katherine G. Administrative Services Manager Small-Business (50 or fewer emp.) 6/19/2023 "Simplified our quoting process" 5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? It does not have all of our distributors. Review collected by and hosted on G2.com. What problems is ScalePad Quoter solving and how is that benefiting you? E-Signature. Our clients love having this option. They also like being able to select optional items on the quote. Accuracy. Quoter makes our quoting process so much more accurate than it was before Approval Policies. We like being able to have an approval policy in place so our Sales Consultants have to have approval in certain scenarios Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite WT William T. Mid-Market (51-1000 emp.) 5/12/2023 "Fast, simple and reliable" 4.5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? I cant think of anything I would change, I would however insist that you dont 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. What problems is ScalePad Quoter solving and how is that benefiting you? Getting things done in a timely mannor, to keep things going the way they should without interuption or confusion with the way things are going i the future and such Review collected by and hosted on G2.com. Show More Response from Scott Bauer of ScalePad Quoter [Editedit](https://www.g2.com/survey_responses/scalepad-quoter-review-8077250/official_response/edit) Thank you, William! Speed and user experience are top priorities for us. ⏱️ Current UserValidated ReviewerIncentivizedSource: Seller invite ![Vincent F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vincent F.") VF Vincent F. Vice President | VoIP Phone System Specialist| Preferred Phone Partner for outsourced IT Providers Small-Business (50 or fewer emp.) 5/9/2023 "Easy to process orders" 4.5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? 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. What problems is ScalePad Quoter solving and how is that benefiting you? We used to have a weak quoting system that always had bugs. Quoter does what it is supposed to do and makes it easy for us to sell our products and services. you know? Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite BD Beth D. Small-Business (50 or fewer emp.) 5/24/2023 "Using Quoter has made our team infinitely more efficient." 5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? 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. What problems is ScalePad Quoter solving and how is that benefiting you? Quoter allows for users to bring in items that are not on the template. This makes it easier for the team to use for a variety of quoting purposes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Tamara F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tamara F.") TF Tamara F. CEO Small-Business (50 or fewer emp.) 5/9/2023 "Great product and great support" 5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? 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. What problems is ScalePad Quoter solving and how is that benefiting you? Much easier and professional looking quotes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JN Justin N. Small-Business (50 or fewer emp.) 5/11/2023 "Quick, easy quoting." 4.5/5 What do you like best about ScalePad Quoter? 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. What do you dislike about ScalePad Quoter? 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. What problems is ScalePad Quoter solving and how is that benefiting you? It creates a centralized quoting platform that I can easily use to find older quotes. It makes it easy to keep track of what quotes I've sent out, and if the emails have been open. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Scott M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott M.") SM Scott M. Small-Business (50 or fewer emp.) 5/9/2023 "Quoter Does The Heavy Lifting" 5/5 What do you like best about ScalePad Quoter? Easy and intuitive to use, great integrations, and the support and responsiveness is off the charts! Review collected by and hosted on G2.com. What do you dislike about ScalePad Quoter? Quoter does what we need it to do, and it is being enhanced to include future anticipated needs. Review collected by and hosted on G2.com. What problems is ScalePad Quoter solving and how is that benefiting you? We can quickly get pricing proposals in front of customers and collect their approval, as well as sync to our projet software. Review collected by and hosted on G2.com. Show More Response from Scott Bauer of ScalePad Quoter [Editedit](https://www.g2.com/survey_responses/scalepad-quoter-review-8053974/official_response/edit) Thank you, Scott! 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