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Sales enablement for technology service providers.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.7
/5
51
Starting from
129
Per month
Other
Value for money contenders
Functionality
4.5
/5
51
Total features
49
6 categories
Functionality contenders
Overall Rating
4.6
/5
51
Positive reviews
38
10
0
3
0
Overall rating contenders
Alex W.
Verified reviewer
Information Technology and Services, 1-10 employees
Used daily for 1-2 years
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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
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
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.
Mark J.
Information Services, 11-50 employees
Used daily for 6-12 months
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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.
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.
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.
Jason P.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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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.
The user interface is very easy to use and there is integration with quite a number of third party applications
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.
Craig H.
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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Our closing rate went up 60% once we fully implemented the solution.
Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.
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.
Bruce P.
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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Simply put, Quoter make quoting easy for us
Really easy to use - I can onboard new staff in no time. Time to produce quotes is really quick. Also the support is some of the best I've seen - very prompt and personal.
Could have better integration with our PSA software. However Quoter listen to their clients, have taken this on board and I am confident it will be improved.
Q. What type of pricing plans does Quoter offer?
Quoter has the following pricing plans:
Starting from: $129.00/month
Pricing model: Subscription
Q. Who are the typical users of Quoter?
Quoter has the following typical customers:
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?
No, Quoter does not have an API available.
Q. What other apps does Quoter integrate with?
Quoter integrates with the following applications:
Kaseya BMS, Zoho CRM, Syncro, Zapier, Avalara, Pipedrive, FreshBooks, Agile CRM, Nutshell, Salesforce Sales Cloud, ConnectWise Manage, OnePageCRM, Quickbooks Online, Highrise, Keap, Mailchimp, Autotask PSA, 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