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4.9 out of 5
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ScalePad Quoter
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ScalePad Quoter Features
What are the features of ScalePad Quoter?
Configuration - cpq
- Price Configuration
Pricing
- Pricing Flexibility
- Terms and Conditions
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- PDF Creation
- Custom Branding
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- API / Integrations
Technology Glossary Features
View definitions of the features and discover new technology terms.
ScalePad Quoter Categories on G2
Filter for Features
Platform
Custom Branding | Custom branding can be applied through signature process | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Integration APIs | Not enough data | ||
To which systems have you integrated this product | Not enough data | ||
CRM Integration | CRM integration is flexible and easy to maintain | Not enough data | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries | Not enough data | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents | Not enough data |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates | Not enough data | |
Sign-In Process | Process of authenticating is secure and seemless | Not enough data | |
Mobile Signatures | User can easy send and sign documents on mobile devices | Not enough data | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps | Not enough data | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once | Not enough data | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process | Not enough data | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats | Not enough data |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances | Not enough data | |
Signature History and Audit | Tracks all document signing history to comply with required regulations | Not enough data | |
Enterprise Scalability | Provides features to allow scaling for large organizations | Not enough data |
Configuration - cpq
Product Catalog | Allows users to search, filter, sort and select items to be added to quote 10 reviewers of ScalePad Quoter have provided feedback on this feature. | 83% (Based on 10 reviews) | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Price Configuration | Based on 10 ScalePad Quoter reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 90% (Based on 10 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured | Not enough data |
Pricing
Pricing Flexibility | Based on 10 ScalePad Quoter reviews. Ability to support multiple pricing models for one-time, recurring, and other items | 87% (Based on 10 reviews) | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | Not enough data | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | Not enough data | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted 10 reviewers of ScalePad Quoter have provided feedback on this feature. | 95% (Based on 10 reviews) | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | Not enough data |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned | Not enough data |
Quoting
Grouping | Ability to easily group items on quotes; apply and manage discounts and pricing by group | Not enough data | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | Not enough data | |
Quote Document Generation | Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | Not enough data | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | Not enough data | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts | Not enough data |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic | Not enough data | |
Pricing Administration | Can easily build and maintain pricing logic required by business | Not enough data | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules | Not enough data | |
Document Management | Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | Not enough data |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data | |
Channel Partner Support | Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | Not enough data | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online | Not enough data |
Document Creation
Customizability: Variables and Fields | As reported in 13 ScalePad Quoter reviews. Define fields to pull in dynamic information. | 86% (Based on 13 reviews) | |
Template Creation and Flexibility | Based on 15 ScalePad Quoter reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 86% (Based on 15 reviews) | |
Rich Media | How well the platform supports images, audio, and video in proposals. | Not enough data | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. | Not enough data | |
PDF Creation | Based on 14 ScalePad Quoter reviews. Create attractive PDF versions of proposals. | 89% (Based on 14 reviews) | |
Custom Branding | Based on 13 ScalePad Quoter reviews. Brand proposals and the application's portal with your company's logos and branding. | 94% (Based on 13 reviews) |
Workflow
Document Builder Interface | See feature definition | Easily search for and add elements to a proposal. | Not enough data |
Collaborative Creation | Multiple users can edit a single document. | Not enough data | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. | Not enough data |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. This feature was mentioned in 13 ScalePad Quoter reviews. | 81% (Based on 13 reviews) | |
Proposal Effectiveness Reporting | Based on 11 ScalePad Quoter reviews. Find out which pieces of content are performing best. | 86% (Based on 11 reviews) | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 14 ScalePad Quoter reviews. | 80% (Based on 14 reviews) |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 15 reviewers of ScalePad Quoter have provided feedback on this feature. | 92% (Based on 15 reviews) | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. This feature was mentioned in 12 ScalePad Quoter reviews. | 90% (Based on 12 reviews) | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. This feature was mentioned in 12 ScalePad Quoter reviews. | 88% (Based on 12 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. 14 reviewers of ScalePad Quoter have provided feedback on this feature. | 89% (Based on 14 reviews) | |
CPQ Integration | Push and pull data from quote applications to build proposals. | Not enough data | |
API / Integrations | Based on 10 ScalePad Quoter reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 82% (Based on 10 reviews) |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data |
Customer Requirements
Quoting | Ability to create custom quotes based on customer requirements. | Not enough data | |
Configuration | Allows users to configure products and revise quotes accordingly. | Not enough data | |
Pricing | Provide standard pricing options that can be customized by customer. | Not enough data |
Contracts
Creation | Deliver standard contract templates that can be modified by users. | Not enough data | |
Negotiation | Track contract changes made by all parties during negotiation. | Not enough data | |
Execution | Implement the final version of the contract, including SLAs. | Not enough data |
Revenue
Invoicing | Monitor invoices and payments per product, customer, or contract. | Not enough data | |
Matching | Match invoices with sales orders, quotes, and contracts. | Not enough data | |
Recognition | Perform revenue recognition to ensure that pricing or payment terms are accurate. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
Platform - Pricing
Dynamic Pricing | Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors. | Not enough data | |
Customer Segmentation | Differentiates pricing by customer type, geography, products, services or sales channel. | Not enough data | |
Price Execution | Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms. | Not enough data | |
Price Management | Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions. | Not enough data | |
Price Monitoring | Monitors price strategy of competitors to make informed pricing decisions. | Not enough data | |
Approved Workflows | Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. | Not enough data | |
Pricing Analytics | Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities. | Not enough data | |
Omnichannel Pricing | Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments. | Not enough data |
Integration - Pricing
ERP Integration | Allows ERP integration, and is flexible and easy to maintain. | Not enough data | |
Integration API | Provides API's that can be used to easily integrate to other third party systems or software applications. | Not enough data | |
CRM Integration | Allows CRM integration, and is flexible and easy to maintain. | Not enough data |
Artificial Intelligence - Pricing
Price Optimization | Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue. | Not enough data | |
Personalized Pricing | Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history. | Not enough data | |
Real-time Insights | Provides intelligent pricing insights and analysis with data-driven recommendations. | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - E-Signature
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Pricing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
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