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QuoteWerks vs Quoter Comparison
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Overview
QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create, edit...
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.
- 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
15
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
129
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.
A great tool for up selling and cross selling to clients. This is a very robust and reliable Quoting package and sits perfectly between Autotask (our CRM package) and Sage (our accounting package).
While QuoteValet (web-based) appears more modern, the desktop app feels a bit "Windows XP. Overall, fantastic software, extremely affordable, and highly recommended to anyone in the IT industry.
Pros
I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.
Lacretta J.
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.
Tom S.
Cons
I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.
Knowledge base sometimes can be though to find information and they send out several updates through out the year, this can be a bit of a problem when trying to stay current.
The item numbers are limited to a certain number of characters which causes the sync to QuickBooks to fail if your part is too long.
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.
Key features
- Total features60
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CRM
- Cataloging/Categorization
- Client Portal
- Collaboration Tools
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Digital Signature
- 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
- Forecasting
- 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
- Progress Tracking
- Proposal Generation
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real Time Data
- Real Time Notifications
- Reminders
- Renewal Management
- Reporting & Statistics
- Role-Based Permissions
- Rule-based Configuration
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- 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
- eCommerce Management
- Total features85
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CRM
- Cataloging/Categorization
- Client Portal
- Collaboration Tools
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Digital Signature
- 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
- Forecasting
- 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
- Progress Tracking
- Proposal Generation
- Quotes/Estimates
- RFP Creation
- RFP Management
- Real Time Data
- Real Time Notifications
- Reminders
- Renewal Management
- Reporting & Statistics
- Role-Based Permissions
- Rule-based Configuration
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Orders
- 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
- eCommerce Management
Integrations
- Total integrations31
- Gmail
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Quickbooks Online
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- SugarCRM
- WordPress
- Xero
- Zapier
- Zoho CRM
- Total integrations27
- Gmail
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Quickbooks Online
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- SugarCRM
- WordPress
- Xero
- Zapier
- Zoho CRM
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