AB

Verified User in Building Materials

Small-Business (50 or fewer emp.)

4/27/2022

"Quoter is a powerful business tool."

5/5

What do you like best about ScalePad Quoter?

Access to product data at your fingertips. Templates which make routine tasks easy. Quoter is beautiful to the customer. Review collected by and hosted on G2.com.

What do you dislike about ScalePad Quoter?

Making price changes is not always the easiest as you have to go into each product. Templates could be more aesthetic. Review collected by and hosted on G2.com.

BC

Blair C.

CRO, Chief Revenue Officer, Revenue Accelerator

Small-Business (50 or fewer emp.)

11/22/2018

"Great Standalone or integrated CPQ solution"

4.5/5

What do you like best about ScalePad Quoter?

It's a flexible system that allows you not only quote your product it allows you to add content to each quote document that can keep the sale going Review collected by and hosted on G2.com.

What do you dislike about ScalePad Quoter?

Some times the UX is counter intuitive, after you've created your quote, in order to get a PDF you need to go back to the main page Review collected by and hosted on G2.com.

PT

Petra T.

International Key Account & Partner Manager

Small-Business (50 or fewer emp.)

10/27/2016

"Easy tool with many individual options"

4/5

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. Review collected by and hosted on G2.com.

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" Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

GN

Gerard N.

CEO

Computer & Network Security

Small-Business (50 or fewer emp.)

4/4/2016

"Being upfront with pricing is just smart business "

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.