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Overview

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

Category Leaders

PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate...

  • 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

129

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

19

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

52

5

4

3

2

1

39

10

0

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

4.5

1K

5

4

3

2

1

688

314

63

15

15

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

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

Pros

Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.

Cons

Overall experience has been average, the product is let down by the terrible support.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
We started with SocketApp and that was serving us well. But each time I would have a pain point or wish for an added functionality Quoter added that on.

Cons

If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
Overall it was a terrible experience, from support to the actual product.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review12 days ago

Key features

  • Total features78
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Field Sales Management
  • File Conversion
  • File Sharing
  • File Storage
  • For Internal Use
  • For Sales Teams/Organizations
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Invoice Creation
  • Invoice History
  • Invoice Processing
  • Knowledge Base Management
  • Lead Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Party Signing
  • Online Invoicing
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Data
  • Real Time Reporting
  • Real-Time Notifications
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Role-Based Permissions
  • Rule-based Configuration
  • SSL Security
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Segmentation
  • Self Service Portal
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Training Management
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • Total features131
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Field Sales Management
  • File Conversion
  • File Sharing
  • File Storage
  • For Internal Use
  • For Sales Teams/Organizations
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Invoice Creation
  • Invoice History
  • Invoice Processing
  • Knowledge Base Management
  • Lead Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Party Signing
  • Online Invoicing
  • Opportunity Management
  • Order Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Data
  • Real Time Reporting
  • Real-Time Notifications
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Role-Based Permissions
  • Rule-based Configuration
  • SSL Security
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Segmentation
  • Self Service Portal
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Training Management
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations27
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations89
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM