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Quoter vs ConnectWise 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.

ConnectWise CPQ (formerly ConnectWise Sell) increases quoting volume and wins. Integrated with top CRMs, automated workflows...

  • 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

No videos yet

Pricing

Starting from

129

Per month

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

Starting from

ic-pricetag

No pricing info

  • 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

4.1

63

5

4

3

2

1

28

20

10

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
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

Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Sell is a wonderful addition to our quoting process. Our customers love it too.
The fact that we can pull from our product catalog, feed opportunities etc and give the clients ability to do completely paperless approvals has improved our efficiency.

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

The product screens are vague they do not mirror the connectwise product screens. Which can make it difficult to work with.
Worst of all that we tested; expensive and incompetent.
The QUOTE button on the Opp page still does not work, FYI.
  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features78
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • For Internal Use
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Data
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Role-Based Permissions
  • Rule-based Configuration
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Tagging
  • Template Management
  • Templates
  • Third-Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features34
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • For Internal Use
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Real Time Data
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Role-Based Permissions
  • Rule-based Configuration
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Tagging
  • Template Management
  • Templates
  • Third-Party Integrations
  • Version Control
  • 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 integrations19
  • 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

User reviews that mention these apps

AR
AvatarImg

Verified reviewer

Computer Software, 201-500 employees

Review source

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

Share this review:

Quoter logo

Quoter

Not bad

Reviewed 9 years ago

We sell configurable product, boats, trailers and motors, so the CPQ side of things was important, ability top select a number of options and have a proposal with a Photo produced in seconds not hours is important, while at the same time constraining the options to only those that are valid. e.g. the Transom will only support a maximum HP and Weight

Pros

Easy to use, pretty easy to configure Easy to integrate with maichimp

Cons

The rendering engine is a 3rd party and it does not insert page breaks and if a photo is too large then it completely screws up the output, or inserts many (15) blank pages. You cannot build rules, e.g. if weight of engine is greater than the max then display an alert. You can update the Parent prices via a csv file but you cannot upload the child parts (even if they have a SKU via an upload) this would save 100's of hours when a new price book is released.

OS
AvatarImg

Oliver S.

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

Quoter logo

Quoter

Could not recommend this product enough

Reviewed 3 years 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.