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Quoter Logo

Quoter

4.6
(52)

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Sales enablement for technology service providers.

(6)

Quoter Pricing, Features, Reviews and Alternatives

Quoter FAQs

Q. What type of pricing plans does Quoter offer?

Quoter has the following pricing plans:
Starting from: $129.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Quoter?

Quoter has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does Quoter support?

Quoter supports the following languages:
English


Q. Does Quoter offer an API?

Yes, Quoter has an API available for use.


Q. What other apps does Quoter integrate with?

Quoter integrates with the following applications:
Kaseya BMS, Zoho CRM, Syncro, HaloPSA, Zapier, Avalara, Pipedrive, FreshBooks, Agile CRM, Nutshell, Salesforce Sales Cloud, ConnectWise PSA, OnePageCRM, Quickbooks Online, Keap, Mailchimp, Autotask PSA, Datagate, CloudRadial, Xero, HubSpot CRM


Q. What level of support does Quoter offer?

Quoter offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, FAQs/Forum

Quoter product overview

Price starts from

129

Per month

Other

What is Quoter?

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

Key benefits of using Quoter

• 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

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
Chat
FAQs/Forum

Training options

Live Online
Documentation
Videos
Webinars

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Starting from

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Quoter pricing information

Value for money

4.7

/5

52

Starting from

129

Per month

Other

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Quoter features

Functionality

4.5

/5

52

Total features

79

6 categories

Most valued features by users

Third Party Integrations
Activity Dashboard
Contact Management
Reporting & Statistics
API
Data Import/Export
Lead Management
Alerts/Notifications

Functionality contenders

Quoter users reviews

Overall Rating

4.6

/5

52

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.29/10
Rating distribution

5

4

3

2

1

39

10

0

3

0

Pros
I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.
Socket makes beautiful quotes in minuets. It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.
Cons
Overall experience has been average, the product is let down by the terrible support.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
We started with SocketApp and that was serving us well. But each time I would have a pain point or wish for an added functionality Quoter added that on.

Overall rating contenders

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Alex W.

Information Technology and Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great product for MSPs to leverage online quoting and signatures

Reviewed 3 years ago

We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services

Pros

Being able to have almost my entire sales process handled in a single quote/email is great. We have our contracts embedded into the templates making it easy for managed services as well as hardware

Cons

The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain.

MJ
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Mark J.

Information Services, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Fantastic and Simple Quoting Platform

Reviewed 3 years ago

Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case.

Pros

We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates. The system is extremely simple to use and manage, changes can be implemented quickly and it's easy to generate quotations quickly.

Cons

There is not a great quote search tool to categorize quotes by company, contact or product category. I would like to see integration with Amazon or Newegg, but that's not necessarily typical. Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to. For example, i can't have text dividers between quote line items to indicate different sections of the quote. The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options.

JP
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Jason P.

Information Technology and Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Wholesale changes made without notice

Reviewed 3 years ago

While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.

Pros

The user interface is very easy to use and there is integration with quite a number of third party applications

Cons

There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes.

CH
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Craig H.

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Quick and Easy

Reviewed 2 years ago

Our closing rate went up 60% once we fully implemented the solution.

Pros

Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.

Cons

Removing retired or older items is difficult. Be nice to sort by date added and modified so older services or items can be purged easily.

AY
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Aleksandr Y.

Information Technology and Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great quoting software

Reviewed 4 months ago

needed a quoting software more advanced than harvest and quoter fit the bill

Pros

very easy to use and setup. integrations are very easy and support is great

Cons

set up took some time and there was definitely a learning curve but its been running smoothly since

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