--- title: ScalePad Quoter Reviews meta_title: 'ScalePad Quoter Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 45 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: 4.6 review_count: 45 scale: '5' date_modified: '2026-09-28' 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 find ScalePad Quoter to be easy to use, enhancing productivity and facilitating quick quote creation and processing. (12 mentions)
Users value the easy quoting process of ScalePad Quoter, enhancing efficiency and satisfaction in managing quotes. (8 mentions)
Users enjoy the flexibility and intuitive setup of ScalePad Quoter's templates, enhancing their quoting experience. (5 mentions)
Users appreciate the friendly and responsive customer support of ScalePad Quoter, making the quoting process effortless. (4 mentions)
Users appreciate the customizability of ScalePad Quoter, enhancing efficiency and ensuring tailored quotes for diverse needs. (4 mentions)
Users find limited customization options in ScalePad Quoter, wishing for more flexibility in proposals and templates. (3 mentions)
Users find the missing features of ScalePad Quoter limiting, impacting efficiency and proposal quality. (3 mentions)
Users highlight poor integration issues, particularly with invoicing and CRM communication, affecting the overall user experience. (3 mentions)
Users face API integration issues with Stripe and Pipedrive that complicate invoicing and metrics tracking. (2 mentions)
Users experience difficulty with stuck company names and non-updating prices, affecting the efficiency of quotes. (2 mentions)

5 Pros or Advantages of ScalePad Quoter

1. Ease of Use
Users find ScalePad Quoter to be easy to use, enhancing productivity and facilitating quick quote creation and processing.
See 12 mentions

See Related User Reviews

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.
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 value the easy quoting process of ScalePad Quoter, enhancing efficiency and satisfaction in managing quotes.
See 8 mentions

See Related User Reviews

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 enjoy the flexibility and intuitive setup of ScalePad Quoter's templates, enhancing their quoting experience.
See 5 mentions

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, making the quoting process effortless.
See 4 mentions

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 appreciate the customizability of ScalePad Quoter, enhancing efficiency and ensuring tailored quotes for diverse needs.
See 4 mentions

See Related User Reviews

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 limited customization options in ScalePad Quoter, wishing for more flexibility in proposals and templates.
See 3 mentions

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 find the missing features of ScalePad Quoter limiting, impacting efficiency and proposal quality.
See 3 mentions

See Related User Reviews

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 highlight poor integration issues, particularly with invoicing and CRM communication, affecting the overall user experience.
See 3 mentions

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 n

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 with Stripe and Pipedrive that complicate invoicing and metrics tracking.
See 2 mentions

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 n

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 experience difficulty with stuck company names and non-updating prices, affecting the efficiency of quotes.
See 2 mentions

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

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Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Small-Business (50 or fewer emp.)
"Outdated Quote Layout and Unhelpful Support Responses - But has customer choices!"
1.5/5
What do you like best about ScalePad Quoter?

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

What do you dislike about ScalePad Quoter?

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.

Kevin C.
KC
Kevin C.
Small-Business (50 or fewer emp.)
"Quoter saves the day!"
5/5
What do you like best about ScalePad Quoter?

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.

What do you dislike about ScalePad Quoter?

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.

Response from Scott Bauer of ScalePad Quoter
Edit 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
Alex Y.
AY
Alex Y.
Co-Founder & Chief Operating Officer
Small-Business (50 or fewer emp.)
"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.

Response from Scott Bauer of ScalePad Quoter
Edit 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.

Alejandra E.
AE
Alejandra E.
Small-Business (50 or fewer emp.)
"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.

Katherine G.
KG
Katherine G.
Administrative Services Manager
Small-Business (50 or fewer emp.)
"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.

WT
William T.
Mid-Market (51-1000 emp.)
"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 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.

Response from Scott Bauer of ScalePad Quoter
Edit edit

Thank you, William! Speed and user experience are top priorities for us. ⏱️

Vincent F.
VF
Vincent F.
Vice President | VoIP Phone System Specialist| Preferred Phone Partner for outsourced IT Providers
Small-Business (50 or fewer emp.)
"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.

BD
Beth D.
Small-Business (50 or fewer emp.)
"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.

Tamara F.
TF
Tamara F.
CEO
Small-Business (50 or fewer emp.)
"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.

JN
Justin N.
Small-Business (50 or fewer emp.)
"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.
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