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Quoter

Cloud-based quoting for technology service providers.

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Quoter Pricing, Features, Reviews and Alternatives

Quoter product overview

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

Knowledge Base
Chat
Email/Help Desk
Phone Support

Training options

Live Online
Documentation

Quoter pricing information

Value for money

4.6

/5

38

Starting from

$

99

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Quoter features

Functionality

4.5

/5

38
Total Features26 5 categories

Most valued features by users

Contact Management
Lead Management
CRM
Activity Dashboard
Alerts/Notifications
Automated Quoting
Knowledge Base Management
Electronic Signature

Functionality contenders

Quoter users reviews

Overall rating

4.6

/5

38

Positive reviews

92%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.22/10
Rating distribution

5

4

3

2

1

29

6

0

3

0

Pros
It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do.

sm

shannon m.

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.

CW

Chad W.

I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.

Lacretta J.

Cons
Overall experience has been average, the product is let down by the terrible support.

Rv

Ross v.

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.

NK

Nancy K.

Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget.

ND

Neville D.

Overall rating contenders

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

Share this review:

A great product for MSPs to leverage online quoting and signatures

Reviewed 2 months 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.

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 4 months 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.

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

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Wholesale changes made without notice

Reviewed 7 months 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.

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

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Pleased with Quoter!

Reviewed a year ago

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion. Quick in replying - thank you and well done!

Pros

Very quick to pick up and run with - creates quick and simple quotes that present well to the customer

Cons

Would like to see the margins on a revised quote but this sounds like something Quoter are working on!

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

Share this review:

Could not recommend this product enough

Reviewed 6 months ago

As the business grew we needed something that would be scalable and save us time. Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise...

Pros

The product is very easy to use and integrates really well with our other systems. Pricing was very competitive compared to other products and a huge factor was the set monthly fee as opposed to the pricing per user which worked out very expensive when comparing other products. We have a handful of users which only create Quotes very occasionally and we couldn't justify spending the large monthly fee other vendors were quoting. Quoter is simple but does the job amazingly. F

Cons

I can't think of a single issue we've had throughout the time using it. It works and does the job amazingly for us.

Quoter FAQs and common questions

Quoter has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription


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


Quoter supports the following languages:
English


No, Quoter does not have an API available.


Quoter integrates with the following applications:
Kaseya BMS, Constant Contact, Zoho CRM, Zapier, Pipedrive, FreshBooks, Agile CRM, Nutshell, Salesforce Sales Cloud, ConnectWise Manage, OnePageCRM, QuickBooks Online, Highrise CRM, Playbooks, Keap, Mailchimp, Autotask, Xero, HubSpot CRM


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

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