
Quoter Profitability Reporting
Behind the scenes, the Quoter team has been working at improving our Reporting capabilities, and we’re ready to share our work with our Quoter Partners.
Resources
Release notes, product improvements, integrations, and platform work from across ScalePad.

Behind the scenes, the Quoter team has been working at improving our Reporting capabilities, and we’re ready to share our work with our Quoter Partners.

Bring your existing assessment templates from Lifecycle Insights (LCI) into Lifecycle Manager X (LMX) in a few clicks.

We’re excited to share three updates that make it easier than ever to prepare, deliver, and personalize client conversations in Lifecycle Manager X.

We’re excited to announce the beta launch of the ScalePad Core API: a new way for ScalePad Partners to access, share, and act on their data directly within their own workflows and tools.

Not quite as many updates as we had in June, but our September update has new data / columns / pages / filters on several reports that add useful capabilities. Read on to get the details!

Creating accurate, consistent, and professional quotes just got a whole lot easier.

The MSP industry has come a long way from the early days of break-fix. What started as a reactive, service-driven model has evolved into a more proactive and strategic discipline.

Quoter has expanded its payment options by integrating with Alternative Payments, allowing your MSP to offer a seamless embedded payment experience for clients.

Pairing Quoter with WisePay gives your MSP’s clients a quick ‘n’ easy way to pay right inside the quote. Whether it’s a one-time project or ongoing services, they can settle up instantly with a card or ACH bank debit.

For MSPs, the fastest way to prove compliance value is to show it. With ControlMap Free, you can assess a client against a framework and share a report all without a cost or contract.

Quoter has further extended our payment options by adding an integration to FlexPoint, enabling you to create an embedded payment experience for your MSP’s clients.

Quoter’s ConnectWise PSA improvements create cleaner opportunities, reduce manual edits, and give MSP teams stronger recurring line-item margin visibility.