ScalePad CS partners can create, publish, and send client quotes directly in ScalePad CS. Start with a client initiative or go to the Quotes page to turn a recommendation or budget into a quote without switching tools.

Each account receives 10 free published quotes per month. Drafts are free and unlimited, and the allowance is shared by everyone on the account.

This launch is for ScalePad CS partners who do not already use Quoter. Existing Quoter partners do not have access to this feature yet (stay tuned!)

Who can use quoting

Quoting is available to eligible ScalePad CS partners without Quoter whose account includes the quoting entitlement. No per-client license is required.

You can quote any client that you already have permission to access. Client-group permissions continue to apply.

You do not need a PSA integration to create and send quotes. ConnectWise Manage is required only if you want to push quote opportunities to your PSA, and it must be your primary PSA.

Set up quoting

A user with permission to manage quote setup must complete the setup. Super administrators have this permission by default.

The first person to select Set up quoting becomes the Quoter Account Owner. After setup is complete, changes require both quote setup permission and Quoter Account Owner access.

1. Go to Settings → Quoting.

2. Select Set up quoting.

3. Complete the three setup steps.

Confirm your business details

Check the business information that appears on every quote:

• Business name

• Street address

• City

• Postal code

• Country

• Time zone

The time zone is used for quote expiry dates and activity timestamps. Most values are prefilled from your account settings.

Set up sending and receiving

Enter the Reply-to address where client replies should be sent. Quotes are sent from ScalePad on your behalf.

Choose the Quote link that clients use to open their quotes.

Check your branding

Upload your logo and choose a brand color. The brand color is used for the client's accept button.

You can upload a JPG, JPEG, GIF, PNG, or BMP file up to 5 MB. Review the preview, then select Finish to save your settings and turn on quoting.

You can leave setup and return later. Your progress is saved in the browser; select Resume setup to continue.

Create and send a quote

You can start from a client initiative or from the Quotes page.

Start from a client initiative

When a planned recommendation leads to a purchase, use the quote action on the initiative to start a quote. The client and recommendation context stays connected to the quoting workflow.

Start from the Quotes page

1. Go to Plan → Quotes for an account, or open a client's Plan → Quotes tab.

2. Select Create quote.

3. Add line items and other quote details.

4. Select Preview & send.

5. Review the sending details:

   • From

   • To

   • CC and BCC

   • Expires

   • Let the client accept online

   • Subject

   • Message

   • Include quote PDF as an attachment

6. Select Publish & send to publish and email the quote, or select Publish to publish it without sending it from the dialog.

Saving a draft does not use your monthly allowance. Publishing a quote uses one quote from the account's allowance.

Understand the monthly allowance

The monthly allowance applies to published quotes, not drafts.

• Each account receives 10 free published quotes per month.

• Everyone on the account shares the same allowance.

• Drafts are unlimited and do not count until you publish them.

• The allowance resets at the start of the next month.

• Existing quotes remain available after you reach the allowance.

• You can continue editing existing drafts after you reach the allowance.

The allowance banner appears at the top of the account or client Plan → Quotes page. It shows how many quotes have been published and how many remain, for example 3 of 10.

When you reach the limit

When no quotes remain, the banner shows You've used your monthly quotes and explains that the allowance resets at the start of the next month.

You cannot create or publish a new quote until the allowance resets. You can still:

• View existing quotes

• Open published quotes

• Edit existing drafts

The limit is shared across the account, so another user may use the last available quote before your page refreshes. The allowance updates after a quote is published or a limit is reached.

Frequently asked questions

Do drafts count toward the allowance?

No. Only publishing a quote uses one quote from the monthly allowance.

Is the allowance per user?

No. The allowance is shared by everyone on the account.

Do I need ConnectWise or another PSA?

No. You can create and send quotes without a PSA integration. ConnectWise Manage is required only to push quote opportunities to your PSA, and it must be your primary PSA.

What happens to my quotes when I reach the limit?

Your existing quotes and drafts remain available. You cannot create or publish new quotes until the allowance resets at the start of the next month.

I already use Quoter. Can I use this?

Not yet. Stay tuned.

Why can't I set up quoting?

If you see Quoting setup is unavailable for this user, an administrator or the Quoter Account Owner must complete setup. Contact your administrator or ScalePad Support.

Why is quoting not part of my plan?

If you see Quoting isn't part of your plan yet, your account does not include the quoting entitlement. Select View plans or Talk to us.

Why is my account region incomplete?

Quoting requires a currency on your account. If you see Your account region is incomplete, contact ScalePad Support to update your account region.

What should I do if account creation cannot be confirmed?

If you see We could not confirm account creation, contact ScalePad Support before trying to set up quoting again. Do not retry repeatedly.