Quoter Pricing, Features, Reviews & Comparison of Alternatives

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

Likelihood to recommend: 10/10

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

Likelihood to recommend: 10/10

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

Likelihood to recommend: 1/10

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

Likelihood to recommend: 9/10

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

Likelihood to recommend: 10/10