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Quoter vs ConnectWise CPQ Comparison (2026)

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Quoter logo

Quoter

ConnectWise CPQ logo

ConnectWise CPQ

Overview

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!

  • 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

No videos yet

Pricing

Starting from

149

Per month

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

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

User reviews

4.6

54

5

4

3

2

1

41

10

0

3

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.1

67

5

4

3

2

1

31

20

11

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
62%
would recommend this app

Pros

“i can make, edit, preview and continue to make edits and preview the document before it publishes.”
HS

Hanah S.

Office Administrator

“I think that Quoter could have more company integration.”
CB

Cassandra B.

Window Covering Specialist

“I love the click to accept, no more print, sign, scan and email back requests or trying to overlay docu-sign on existing pdf quotes, this makes it so much faster and easier for my clients to view and accept my quotes.”
JS

Jennifer S.

Senior Sales

Pros

“The document storage helps with organization, the templates are minimal, the professionalism in the proposal design is really nice but this is not a tool for highly technical quotes/proposals.”
LS

Lisa S.

Sales Manager

“I was lucky enough to attend a ConnectWise Sell boot camp many years ago and I learned so much at that event.”
CK

Cassie K.

Owner

“I also liked the professionalism in the design of the proposals.”
LS

Lisa S.

Sales Manager

Cons

“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).”
JS

Jonathan S.

Finance Manager

“Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems.”
OS

Oliver S.

Operations Manager

“For example, i can't have text dividers between quote line items to indicate different sections of the quote. ”
MJ

Mark J.

Senior Technology Consultant

Cons

“There are still some nuances with the Connectwise Manage integration that make some things more difficult, such as how it handles the various description fields for the products. ”
BB

Brandon B.

VP of Operations

“Our system never worked correctly, I assume that's because the integration was never setup properly. When asked to review with support we were told we'd be charged to redo it.”
DP

Danielle P.

Admin Assistant

“It has its pluses to using it and lack of being able to tweak stuff is a total negative.”
KF

Karen F.

Account Manager

  • Vendor responds to reviews
  • Last review9 months ago
  • Vendor responds to reviews
  • Last review7 months ago

Key features

  • Total features81
  • 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
  • Catalog Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • 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
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance 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
  • Renewal Management
  • 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
  • Workflow Management
  • eCommerce Management
  • Total features35
  • 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
  • Catalog Management
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Delivery
  • 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
  • Goal Management
  • Guided Selling
  • Knowledge Base Management
  • Lead Management
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance 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
  • Renewal Management
  • 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
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations20
  • Agile CRM
  • Amazon API Gateway
  • Autotask PSA
  • Avalara
  • CloudRadial
  • ConnectWise PSA
  • Datagate
  • FreshBooks
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Keap
  • NetSuite
  • OnePageCRM
  • Pipedrive
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Salesforce for Retail
  • Syncro
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations4
  • Agile CRM
  • Amazon API Gateway
  • Autotask PSA
  • Avalara
  • CloudRadial
  • ConnectWise PSA
  • Datagate
  • FreshBooks
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Keap
  • NetSuite
  • OnePageCRM
  • Pipedrive
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Salesforce for Retail
  • Syncro
  • Xero
  • Zapier
  • Zoho CRM

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