Quoter vs Quotient

Proposify

QuoteWerks

Tradify

WorkflowMax

ConnectWise CPQ

Compulife Quote Software

Compare Quoter and Quotient based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

ConnectWise CPQ (formerly ConnectWise Sell) increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting simple, and get you to “yes” faster.

QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit & view quotes and proposals online

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Automated Quoting

Automatic Formatting

Billing & Invoicing

Catalog Management

Client Portal

Collaboration Tools

Configuration Management

Contact Database

Contact Management

Content Library

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

eCommerce Management

Electronic Payments

Electronic Signature

Email Management

Email Templates

Email Tracking

Estimating

For Internal Use

Knowledge Base Management

Lead Management

Multi-Currency

Opportunity Management

Order Management

Pipeline Management

Pipeline Reports

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Catalog

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Reporting & Statistics

RFP Management

Role-Based Permissions

Rule-based Configuration

Sales Activity Management

Sales Automation

Sales Forecasting

Sales Order Management

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

Quoter

Linux

Web-based

Windows

Co-Owner & VP, Technical Services

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

inside sales

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.

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.

Marketing Manager

We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

President

They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio.

General manager 

I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support.

The GPS tracking business is ultra competitive, so we believe that having a friendly, accurate and professional online presence is a key to our success.

Solutions Expert

Ability to support recurring and non-recurring products. Fantastic integration features.

They work with you to make sure you are well trained and able to implement the software into your business. The quotes are very high quality and customers are really impressed when they get them.

One of the best Customer Service teams that I've had the pleasure of working with. Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data.

Operations Manager

This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time.

The support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us.

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

Hanwha Wisenet STEP Partner

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

Senior Technology Consultant

We are extremely pleased with the support, and the product works well for our use case.

Network Engineer

A stellar product with superior support personnel to back it up.

Partner

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.

Senior Sales

It was not the easiest to learn how to use, but some of that had to do with the way my company rolled it out to the team.

Quoter screenshot

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

Tradify is job management platform & mobile app designed for small businesses that makes it easy to quote, schedule, track & invoice jobs on the go.

Quotient is a cloud-based quoting software to create, send and approve quotes online. With Quotient you can create professional, branded quotes and save templates to automate the quote creation process in the future. Use Quotient to track the progress and your clients can accept quotes online.

Guided Selling

Visual Configuration

Quotient

Inside Sales Representative

I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.

Business Coach

Quotient is a great product and easy to use... and best of all Nathan is very responsive to input and questions. Don't you just love it when things just do what they are supposed to.

I liked the software and that it integrated with our CRM (Insightly). The setup was easy and pretty useful.

Partner Manager

So simple but so powerful. Then, throughout the next 2 and a half years, the Quotient team have delivered all the best features that are well thought out and easy to use.

So far so good, seems easy to navigate and to setup quotes is also easy I would recommend this product to anyone looking for a professional looking quote system.

Owner

There are many other useful features, like the ability to put in the cost prices on quoted items and set a default markup percentage, which can the be adjusted per line item on the fly if required.

Store Manager

The old system had us searching through each others' folders for client information which could be both irritating and time-consuming.

The simplicity and the ease of use. It’s not overly complicated and makes it easy to build out a quote of varying degrees.

Fantastic product with amazing customer support.

Their customer support is incredible too. If you want the best quoting system, and to see more clients approve your quotes, sign up with Quotient today.

Chief Innovation Officer

We started using this app for quotes for legal services about a month ago. We really like all the features and how easy it is to use and set up quotes and templates.

No notice on pricing changes and got no response when I questioned the 50% increase.

CEO 

This allowed me to save a little on cost and gave me enough time to try the product. They are quick to jump in and help when I have queries or if I struggled with the system.

Owner/Operator

This software allows me to spend less time on quotes, and also creates quotes that are attractive, professional, and more likely to convert to a sale.

If you are going to make this part of your business watch out as they can jack your pricing at will with no notice.

IT Manager

Search is limited to looking for the beginning of a part code/desription string. If you are looking for a search term in the middle of a string, you won't find it.

Cybersecurity Analyst

Quotient's system is simple to use and offers it's users easy to use templates which integrates well into other platforms for maximum efficiency.

Quotient has made my life so much easier. Between spending less time quoting, and having better quotes that are more likely to convert, it's hard to complain.

Quoter vs Quotient Comparison (2026)

Quoter

Quotient

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives