
Autotask Product Bundle Support in Quoter
If your MSP “lives in PSA bundles,” quoting can quickly turn into a frustrating choice: rebuild bundles in a separate tool, or give up on a modern quoting experience to keep billing and contracts accurate.
Release notes, product improvements, integrations, and platform work from across ScalePad.
17 updates

If your MSP “lives in PSA bundles,” quoting can quickly turn into a frustrating choice: rebuild bundles in a separate tool, or give up on a modern quoting experience to keep billing and contracts accurate.

We’ve rolled out improvements to Quoter’s Quote Templates that make building and editing quotes faster and more intuitive.

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.

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

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.

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.

We’ve just Managed (see what I did there?) to roll out two improvements that tighten the handshake between Quoter and ConnectWisePSA, giving you cleaner opportunities, fewer manual edits, and rock-solid margin visibility.

Our all-new drag-and-drop Line Item Editor is ready for the world, and creating quotes in Quoter is about to get even easier and more intuitive. You now have the capability to:

The Quoter to Benji Pays integration enables a seamless, embedded payment experience for your clients.

We're excited to roll out three powerful enhancements in Quoter: two in our Quote List, and one to Quote Reminders.

ScalePad is proud to announce SOC 2 Type II and ISO 27001 compliance certifications for its products Lifecycle Manager, Lifecycle Insights, Backup Radar, ControlMap, and newly certified for 2025, Quoter.