Quoter Pricing, Features, Reviews & Comparison of Alternatives

Quoter

Cloud-based quoting for technology service providers.

4.64/5 (33 reviews)

Quoter overview

What is Quoter?

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control.

Pricing

Starting from
$99/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
Quoter screenshotQuoter screenshotQuoter screenshot

Quoter reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.6
  4.8
Brent Goodson

Best experience out of any company offering CRM or Quoting Software. Great Service and Support.

Used daily for less than 6 months
Reviewed 2018-05-16
Review Source: Capterra

- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market

Pros
We looked at tested out over 30 different companies offering CRM and Quoting Software. Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring). SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out. There is a laundry list of pros going with this product: - Easy to configure and use - Ability to break down one time fees and monthly recurring charges - Item Breakdown for each category listed below line items (I.E. Phone System Charges, Networking Equipment, IT work, dial-tone, ect.) - A team that fully supports their product during AND AFTER the sale has been completed - Integration with Quickbooks - Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment - The development team behind the product created a custom feature specifically for our business based off of our request - Amazing customer service - Non-pushy reps Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past. SocketApp and their team were one of the best overall experiences I have had from start to finish. If your company is in the need of quoting software I highly recommend giving this software a shot.

Cons
There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice. While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Neville Driver

Ridiculously Perfect.

Used daily for 2+ years
Reviewed 2017-01-25
Review Source: Capterra

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would. The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations. Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget". The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes. Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day. If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.

Pros
Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.

Cons
None, however we look forward to possibly an App for mobile devices in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nancy Karnes

Socket Quoting Program Review

Used daily for 2+ years
Reviewed 2018-06-26
Review Source: GetApp

Pros
The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy.

Cons
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote. So if customers needed line item pricing, they had to do math on the individual lines.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Tom Sedgwick

We love Socket - Works Great With Infusionsoft

Used daily for 2+ years
Reviewed 2017-09-19
Review Source: Capterra

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Pros
We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote. The quotes themselves look good and have all the functionality we need to present a professional document to our customers. The Socket technical support is top notch.

Cons
Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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David Chiarello

Easy to use, easy to implement and priced right!

Used daily for 2+ years
Reviewed 2018-09-26
Review Source: Capterra

We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product.

Pros
The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect. Overall a really easy to use tool that provides great looking quotes.

Cons
The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Quoter pricing

Starting from
$99/month
Pricing options
Subscription
View Pricing Plans

Visit www.quoter.com/pricing to view our plan options.

Quoter features

Activity Dashboard
CRM Integration
Lead Management

API (163 other apps)
Activity Tracking (74 other apps)
Automatic Notifications (61 other apps)
Collaboration Tools (62 other apps)
Contact Database (72 other apps)
Contact Management (75 other apps)
Customizable Templates (61 other apps)
Data Import/Export (71 other apps)
Email Integration (56 other apps)
Lead Capture (57 other apps)
Real Time Data (68 other apps)
Reporting & Statistics (75 other apps)
Sales Analytics (72 other apps)
Sales Reporting (67 other apps)
Search Functionality (80 other apps)
Third Party Integration (113 other apps)
Workflow Management (58 other apps)

Additional information for Quoter

Key features of Quoter

  • Cloud-Based, Lightning Fast, Reliable and Secure Platform
  • Automate Product Configuration, Pricing, and Quoting (CPQ)
  • Integrate with popular PSAs, CRMs, and Accounting Tools
  • Real-Time Product Data and Pricing from Distributors
  • Quote and Email Tracking
  • E-Signatures and Payments
  • Powerful Reporting
View All Features

Benefits

• Frustration-free quoting with a lighting fast, friendly platform you can access from anywhere
• Quote and sell more by enabling more of your staff to quote
• Reduce turnaround time with ridiculously simple customer acceptance
• Eliminate mistakes and increase efficiency by standardizing your products, services, and quote templates
• Save time with our Etilize and distributor integrations with real-time pricing and availability
• Automagic PSA and CRM integrations that just work