Quoter Features

Quoter

Cloud-based quoting for technology service providers.

4.65/5 (34 reviews)

Quoter Feature Summary

  • Cloud-Based, Lightning Fast, Reliable and Secure Platform
  • Automate Product Configuration, Pricing, and Quoting (CPQ)
  • Integrate with popular PSAs, CRMs, and Accounting Tools
  • Real-Time Product Data and Pricing from Distributors
  • Quote and Email Tracking
  • E-Signatures and Payments
  • Powerful Reporting

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Administrative Reporting
CRM Integration
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Electronic Payments
Electronic Signature Capture
Email Notifications
Email Tracking
Knowledge Base Management
Lead Management
Product Catalog
Quote Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Administrative Reporting
CRM Integration
Custom Fields
Electronic Payments
Electronic Signature Capture
Email Notifications
Email Tracking
Knowledge Base Management
Lead Management
Product Catalog
Quote Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Administrative Reporting
CRM Integration
Custom Fields
Electronic Payments
Electronic Signature Capture
Email Notifications
Email Tracking
Knowledge Base Management
Lead Management
Product Catalog
Quote Management
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Quoter Feature Reviews

25 reviewers had the following to say about Quoter's features:

Tom Sedgwick

We love Socket - Works Great With Infusionsoft

2017-09-19

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document.

Pros

There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote.

Cons

Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Gord Walsh

Socket Streamlines OnLine Quoting and Ordering for GPS Commander

2012-02-01

It even integrates to our CRM program for lead tracking. Another key benefit is Socket's ability to automate our recurring credit card transactions each month.

Pros

With Socket, it takes very little time to build custom quotation templates that streamline and automate the process of creating customer quotations.

Cons

We really have nothing to complain about in terms of the program, which has been 100% reliable. The management people at Socket have also been very open to suggestions and as a result, we see improvements and enhancements being added each month.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Brian Lovell

Great quoting tool

2016-11-03

The improvements in the integration with CRM's makes it an even better value.

Pros

Great quality quotes, and the ability to break down recurring charges and one time charges is great.

Cons

The additional cost for a company that does a high volume of quotes in another CRM makes it tough.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Troy Anthony

Excellent quoting software with capabilities well beyond those of other more expensive options

2018-07-26

Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot).

Pros

With the Hubspot integration, you can dump all of the data directly into your CRM for further follow up by your sales team.

Cons

I'm a big fan of the software. No major shortcomings for us, just some ongoing refinements. On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Lacretta Jones Incorvaia

Socket is Outstanding

2018-11-23

Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time.

Pros

- 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

Cons

There is nothing that I dislike - Socket does everything that we need it to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Ben Kennedy

Socket rocks my sock[et]s

2012-01-09

By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort.

Pros

Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses.

Cons

I haven't received any Socket stickers or free t-shirt, yet.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ben Kennedy

Socket rocks my sock[et]s

2012-01-09

By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort.

Pros

Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses.

Cons

I haven't received any Socket stickers or free t-shirt, yet.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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shannon mills

Awesome product! Very Easy to use!

2018-08-24

We are very happy with it and the pricing is awesome for what it can do. the Email tracking feature is a plus!

Pros

The Ease of the Price Book entry. The template works very well for our needs.

Cons

I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Ease of integration, ease of use, amazing support

2018-06-01

Fast integration, improve user experience with a professional online quoting tool, and at the right price

Pros

The team is flexible and made changes to support our requirements, the product is easy to use and easy to setup, the integrated signature module is a great feature

Cons

You still have to work the way the product was designed so we had to adapt our process to fit Socket in some cases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Neville Driver

Ridiculously Perfect.

2017-01-25

The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete.

Pros

Powerful integrations. Exemplary support.

Cons

None, however we look forward to possibly an App for mobile devices in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Neal Arwood

Just what we needed.

2018-11-29

Socket has allowed us to streamline our quoting process by reducing time and providing a centralized place to manage the data. The ability to see quote margins is very helpful.

Pros

Building a basic quote template is a straight-forward process.

Cons

Using the search criteria to add items to a quote requires knowing the name (or part of the name) of the item.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Don Annas

And I thought my last quoting package was good...

2016-12-06

Not only has Socket removed the burden of creating a great quotation, they have simplified the process following order acceptance with payment gateway and CRM integration.

Pros

Fantastic integration features.

Cons

Not being able to change the template used when modifying a quote.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Quoter

This product is second to none. It is so easy to setup that you can give it a good evaluation with little effort.

Source: Capterra
Helpful?   Yes   No
Read more
Brent Goodson

Best experience out of any company offering CRM or Quoting Software. Great Service and Support.

2018-05-16

- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market

Pros

We looked at tested out over 30 different companies offering CRM and Quoting Software.

Cons

The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dagmar Breiling

the support is amazing, absolutely helpful and fast although we are in different time zones

2017-08-27

Pros

My clients get a quote immediately, I have all the contact details and it is connected to my Convertkit, so I am in contact with my potential clients, easy to set up, easy to embed on my website, follow up notes in the system, so we can call them a couple of times and know what we discussed the last time,

Cons

I sometimes need to search for things, when I want to change things, I would like to have a possibility to email all the customers, who did not pay to send an email at once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Danielle C

Easy to configure. Easy to implement. Attentive and proactive assistance.

2015-10-13

Initial configuration was very easy, about a day's work. The interface is intuitive and clean.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark Markwardt

Overall great experience with this software & support. It makes generating quotes easy and fast.

2017-09-20

Ability to easily make fast, accurate quotes for our prospects and customers.

Pros

We also like that the product integrates with our Infusionsoft CRM software.

Cons

It's a little bit clunky as far as doing specialized formatting. It was a challenge to add our tightly formatted standard terms & conditions page to the end of the quote; but again, with Socket's help, we were successful in accomplishing it. They also assisted with formatting a specialized cover page using our logo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Geoff James

Flexibility and Zoho Integration like no other quoting tool

2017-03-23

We use Zoho as our CRM and the integration was key to our decision to use Socket App.

Pros

flexibility and integration with Zoho.

Cons

It's expensive for a one person company, pricing model is based upon number of quotes generated rather than a per user all in price.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Quoter

Do your research, make sure you try SocketApp out, use it right off the shelf don't hold back on asking questions and support.

Source: Capterra
Helpful?   Yes   No
Read more
David Chiarello

Easy to use, easy to implement and priced right!

2018-09-26

I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over.

Pros

Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect.

Cons

We currently have to create templates based on recipient level and would be awesome to add sections like items.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cary Yocum

WOW! So Fast and Flexible!

2016-05-17

After implementing SocketApp, we were able to cut our sales quoting time from 1 hour to 1 minute while creating a more professional and legally binding quote sign-off process.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Simon Croteau

Best customer service on the market.

2017-08-21

Pros

Powerful 2-way integration with CRMs, examplary customer service, professional looking quotes, easy to use (our salesmen love it) and most of all, they listen to the customers to know which features to add next.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Managing Director (Computer Software company, 201-500 employees)
Verified Reviewer

Not bad

2015-10-04

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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Jack Lockhart

Absolutely amazing.

2016-08-31

The response time of the sales and service team was exceptional.

Pros

It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.

Cons

I honestly cannot say - everything that was not perfect they fixed and tailored to me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Quoter

If you think something can't be done, ask. It likely can be done; or they will find a way to do it for you.

Source: Capterra
Helpful?   Yes   No
Read more
Chad Waldron

Awesome quoting software

2018-05-23

Must quicker , cleaner, easy to read quotes.

Pros

It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.

Cons

Would be nice if the dashboard gave a breakdown between recurring and transactionable - but in the grand scheme of things that is very minor!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jone Pretorius

Quick and easy to use.

2018-07-24

Pros

Also makes it easy for our company to track the process of acceptance and payment of quotes.

Cons

I have not yet experienced any problems with the software. I have only used it for less that 6 months, but I am very happy with it so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ross van der Pas

Average but does the needed

2019-10-04

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

Pros

The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it.

Cons

There have been a couple of technical issues which support has been very slow in resolving which is for us the biggest issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more