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Quoter vs DocGen 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.

DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with...

  • 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

Screenshots

Pricing

Starting from
$99.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$12.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

(35)

5

4

3

2

1

26

6

0

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

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

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.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.
I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.

Pros

Not enoughreviews yet

Cons

I have not yet experienced any problems with the software.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
No major shortcomings for us, just some ongoing refinements.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features13
  • API
  • Accounting Integration
  • Activity Dashboard
  • Administrative Reporting
  • CRM Integration
  • Custom Fields
  • Database Integration
  • Digital Signature
  • Document Automation
  • Document Storage
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Email Notifications
  • Email Tracking
  • Knowledge Base Management
  • Lead Management
  • Multiple Data Sources
  • Product Catalog
  • Quote Management
  • Sales Reporting
  • Workflow Management
  • Total features10
  • API
  • Accounting Integration
  • Activity Dashboard
  • Administrative Reporting
  • CRM Integration
  • Custom Fields
  • Database Integration
  • Digital Signature
  • Document Automation
  • Document Storage
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Email Notifications
  • Email Tracking
  • Knowledge Base Management
  • Lead Management
  • Multiple Data Sources
  • Product Catalog
  • Quote Management
  • Sales Reporting
  • Workflow Management

Integrations

  • Total integrations23
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations11
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Quoter vs. DocGen

See how Quoter and DocGen stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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