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Quoter vs bit2win CPQ Comparison

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Overview

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

Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from
$

99

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

50

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

5

4

3

2

1

29

6

0

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

5.0

5

4

3

2

1

4

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

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.

Pros

Not enoughreviews yet

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.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features26
  • 2D Drawing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Management
  • Content Library
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • ERP
  • Electronic Payments
  • Electronic Signature
  • Email Tracking
  • For Customer Use
  • For Internal Use
  • Guided Selling
  • Inventory Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Multi-Language
  • Online Catalog
  • Order Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Data
  • Real-time Product Visualizations
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Rule-based Configuration
  • Sales Automation
  • Sales Orders
  • Self Service Portal
  • Template Management
  • Templates
  • Third Party Integrations
  • Workflow Management
  • eCommerce Management
  • Total features60
  • 2D Drawing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Automated Quoting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Management
  • Content Library
  • Contract/License Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • ERP
  • Electronic Payments
  • Electronic Signature
  • Email Tracking
  • For Customer Use
  • For Internal Use
  • Guided Selling
  • Inventory Management
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Multi-Language
  • Online Catalog
  • Order Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Data
  • Real-time Product Visualizations
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Rule-based Configuration
  • Sales Automation
  • Sales Orders
  • Self Service Portal
  • Template Management
  • Templates
  • Third Party Integrations
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations22
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrationsN/A
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM