Quoter Pricing

This is the only cloud-based quoting program that integrates with Hubspot effectively and handles complex products well. Other quoting programs have simplistic product catalogs. With Socket, I've been able to create items/products that can be easily configured. For example, if you sell a product that is like a car and has various optional features to choose from, this quoting software allows you...

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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.

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

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.

The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect. Overall a really easy to use tool that provides great looking quotes.

The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.

The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy.

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote. So if customers needed line item pricing, they had to do math on the individual lines.

With Socket, it takes very little time to build custom quotation templates that streamline and automate the process of creating customer quotations. We like the fact that some templates can be publicly accessed while others are privately accessed.

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.

The Ease of the Price Book entry. The template works very well for our needs. 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. The support person i have been working with did a few webinar sessions and we went thru all of our questions and she found a way each time to resolve them during that session. We love the email tracking feature. This was a plus for us.

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.

The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes.

The product doesn't smoothly import our item and product list from our PSA very well and the communication is only one way. If we make a change on the PSA side to our item or service list, we then have to manually update the Quoter side. As a result, we do not rely on the Quoter item list very much and manually re-build items each time. In addition, there are certain idiosyncracies that we have had to learn to manage (ex. if you process a quote in a certain way, its integration can fail). These are relatively minor cons compared to the value the product provides.

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

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

flexibility and integration with Zoho. took me almost no time to generate quotes right away with no training.

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.

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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.

no cons that we have found so far. Would be nice if the dashboard gave a breakdown between recurring and transactionable - but in the grand scheme of things that is very minor!

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

You still have to work the way the product was designed so we had to adapt our process to fit Socket in some cases. But for the price, it worth it!

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

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.

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

The additional cost for a company that does a high volume of quotes in another CRM makes it tough. The CRM integration is improving, but still requires too many moving pieces to the sales process.