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Quoter vs Quotient 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.

Quotient is a cloud-based quoting software to create, send and approve quotes online. With Quotient you can create professional,...

  • 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

149

Per month

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

Starting from

28

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

4.8

117

5

4

3

2

1

97

16

3

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
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

I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.
We love the clean and simplistic interface and the support has been excellent. Best of all we can get quotes out fast.
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.

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 old system had us searching through each others' folders for client information which could be both irritating and time-consuming.
No notice on pricing changes and got no response when I questioned the 50% increase.
If you are going to make this part of your business watch out as they can jack your pricing at will with no notice.
  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features78
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • CRM
  • 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
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • For Internal Use
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Reminders
  • Reporting & Statistics
  • 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
  • Visual Configuration
  • Workflow Management
  • eCommerce Management
  • Total features41
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Automated Quoting
  • Automatic Formatting
  • Billing & Invoicing
  • CRM
  • 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
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Email Tracking
  • Estimating
  • For Internal Use
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Reminders
  • Reporting & Statistics
  • 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
  • Visual Configuration
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations29
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations17
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM

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