Quoters Features

Quoters

Proposal generation and approval management solution

4.3/5 (10 reviews)

Quoters Feature Summary

  • Access Controls/Permissions
  • Collaboration
  • Electronic Signature
  • Templates

Competitor Feature Comparison

API
Approval Process Control
Automatic Formatting
Configurable Workflow
Contact Management
Content Library
Contract Management
Custom Development
Customer Accounts
Customer Database
Customizable Branding
Customizable Questions
Customizable Templates
Data Import/Export
Digital Signature
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Email Templates
Image Library
Job Costing
Knowledge Base Management
Labeling
PDF Conversion
Price Management
Project Templates
Proposal Generation
Template Management
Third Party Integration
Version Control
Workflow Management
Learn moreCompare App
API
Approval Process Control
Automatic Formatting
Configurable Workflow
Contact Management
Content Library
Contract Management
Custom Development
Customer Accounts
Customer Database
Customizable Branding
Customizable Questions
Customizable Templates
Data Import/Export
Digital Signature
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Email Templates
Image Library
Job Costing
Knowledge Base Management
Labeling
PDF Conversion
Price Management
Project Templates
Proposal Generation
Template Management
Third Party Integration
Version Control
Workflow Management
Visit WebsiteCompare App
API
Approval Process Control
Automatic Formatting
Configurable Workflow
Contact Management
Content Library
Contract Management
Custom Development
Customer Accounts
Customer Database
Customizable Branding
Customizable Questions
Customizable Templates
Data Import/Export
Digital Signature
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Email Templates
Image Library
Job Costing
Knowledge Base Management
Labeling
PDF Conversion
Price Management
Project Templates
Proposal Generation
Template Management
Third Party Integration
Version Control
Workflow Management
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Quoters Feature Reviews

8 reviewers had the following to say about Quoters's features:

Saskia Bader

Solid proposal software

2020-05-01

Very useful and flexible, feature-rich enough for my use case as a blogger, author and public speaker.

Pros

I like that I can save time by using templates and Zapier automations.

Cons

It took some getting used to and I didn’t like the design (especially on mobile) of some of the templates (personal taste though)

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Joseph Kuria

Finally a Software for Freelancers

2020-06-02

A 4.5 rating is what this software deserves, grab yours today and see how easy your proposals will be easy to create, send, edit, redeliver etc.

Pros

Best feature: CNAME!

Cons

One feature I would like to have is; more templates especially freelancer targeted templates (i am a Swahili translator) if the team could create more intuitive templates that would be great. The UI/UX could benefit from a redesign too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Oswar Nieves

One of the best investments I have ever made.

2020-05-01

When making proposals, it was very difficult for me because I did not have a template or something already established.

Pros

A clean, easy-to-use design with many options to streamline your proposal process.

Cons

And a little more options to edit the design of the proposals.

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
Source: Capterra
Helpful?   Yes   No
Read more
Paul Massell

Perfect solution for our Media Production team

2020-05-04

Pros

My company does video production and web design, Quoters allows us to create sleek proposals to send to our clients.

Cons

Quoters is lacking in integrations. But their team seems very responsive and I am confident they will deliver on these in reasonable time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Wells, Ph.D.

Outstanding value for an excellent product

2020-05-01

Quoters gives me a way to rapidly build a proposal, and as my opportunities grow, I can create a larger library of proposals and templates to make creating a proposal much easier and quicker.

Pros

I especially appreciate the ability to create a library or templates of sections or whole proposals, the creation of automatic insertion codes so I don't have to rewrite text, and the ability to insert media into my test or as a background.

Cons

There are few minor "adjustments" that need to be made, like page numbers, text pasting, table controls, and font size control on the PDF version of proposals. Within the program, there are still a few Spanish artifacts that pop up occasionally. None of these are major problems, and I speak Spanish ;-), so it never slowed me or my clients down to completing a winning proposal.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Paul Burns

A bettery way to give quotes

2020-05-01

Love how fast and easy it was to take my existing text and add it into quotes to get a great presentation.

Pros

The presentation of a quote online, in a much more engaging and capturing way was great.

Cons

The putting a signature on the document has still been an issue for me. (I am a new user). Granted I haven't gone to their support to ask about it, but it should be more intuitive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sumit Arora

Needs lots to do to make this app better

2020-05-18

Still struggling to make it useful for my client as he already purchase it.

Pros

One thing, it is very simple. You wont find much option to do. It is like creating a document with bit advance option.

Cons

It is just providing extra feature like accepting proposal online bit easy tool to navigate through.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Michal Catari

Easablity

2020-05-01

Again it is user friendly and easy to setup your frist quote.

Pros

The signature feature help both me and the client to get started.

Cons

The images and video block could offer the option to make the area smaller. The software could add a pay now button.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

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