Quoter vs EnergyCAP

Jobber

AutoQuotes

FieldPulse

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

AutoQuotes or AQ is a quoting and data analytics software designed to help businesses in the foodservice and supplies industry manage payments, product information, quotes, projects, and more from within a unified platform. Manufacturers can access a database of stock-keeping units (SKUs), warranty information, spec sheets, and product descriptions.


FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Managing Director

Also the support is some of the best I've seen - very prompt and personal.

VP of Sales

Be nice to sort by date added and modified so older services or items can be purged easily.

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.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Alerts/Notifications

Approval Process Control

Approval Workflow

Automated Quoting

Automatic Formatting

Billing & Invoicing

Catalog Management

Client Portal

Collaboration Tools

Configuration Management

Contact Database

Contact Management

Content Library

Contract/License Management

Customer History

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Synchronization

Discount Management

Document Automation

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

eCommerce Management

Electronic Payments

Electronic Signature

Email Management

Email Templates

Email Tracking

Estimating

For Internal Use

Knowledge Base Management

Lead Management

Multi-Currency

Opportunity Management

Order Management

Pipeline Management

Pipeline Reports

Price and Cost Calculations

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Product Catalog

Product Configurator

Proposal Generation

Quotes/Estimates

Real-Time Data

Reminders

Reporting & Statistics

RFP Management

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

Proprietary

Quoter

Web-based

Windows

Linux

Chromebook

ConnectWise CPQ

QuoteWerks

Quotient

Basic

Standard

Enterprise

Office Administrator

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

Window Covering Specialist

I think that Quoter could have more company integration.

Senior Sales

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.

Finance Manager

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).

Senior Technology Consultant

We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates.  

It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes.  

Partner

In a world of online sales there are many companies that work on large proposals through quoting only- thank you Quoter for not forgetting about us!  

Director

I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings).

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!  

The software integrates easily with CRMs, Payment portals and so much more.

We wish we could search and get data on items (sku's) that have been quoted.

Quoter has been become an essential part of our account management and sales process.

Also clients can create their own quotes if we allow them.

Our closing rate went up 60% once we fully implemented the solution.

It is easy to extend validity and make changes to products and quantities.

CRITICAL PRO: The ease of signing up clients for Recurring subscriptions.

Operations 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.

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

There is not a great quote search tool to categorize quotes by company, contact or product category.  

IT Sales Account Manager

Quoter's dev team worked with me on all of my suggestions.

IT Service Coordinator

The help that we get from our support rep is worth more than anything.  

Key Account Project Manager

Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years.

Account Manager

Our rep [SENSITIVE CONTENT] is incredibly responsive and super helpful.

As the business grew we needed something that would be scalable and save us time.

Sales Manager

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion.

The user interface is very easy to use and there is integration with quite a number of third party applications

Quoting Process

Customer Support

Customer Quotes

Customization

Integrations

Proposal Templates

Tracking Features

Recurring Charges

Training and Learning Curve

Business Scalability

Small Business

Large Enterprises

Mid-size Business

Freelancers

ScalePad

Energy Manager

Designed to simplify facility energy management, Energy Manager is the go-to for centralized, digital utility data - for smart savings.

Energis.Cloud

Data-driven Energy Management Software that helps you to get visibility on energy and all related data.

PEAK

PEAK, by CIM, is an advanced building analytics SaaS platform designed to streamline property management. Leveraging data, intelligent automation, and machine learning, it optimizes efficiency, sustainability, and tenant comfort.

Sr Sustainability Analyst

EnergyCap also has Eco champions that allows customers to interact and learn from each other.  

She is very understanding of my technology shortcomings and never loses her patience.  

EnergyCAP’s software centralizes utility, energy and carbon data to streamline utility management, achieve sustainability goals, and save cost. Give your energy, sustainability, and finance teams the accurate data they need to make informed decisions, track KPIs, simplify processes, and drive impact

Accounting

Alerts/Escalation

Audit Management

Benchmarking

Compliance Management

Cost Analysis

Cost Tracking

Data Visualization

Email Alerts

Emissions Monitoring

Energy Management

Forecasting

Greenhouse Gas Tracking

Historical Reporting

Incident Management

Load Management

Mobile Access

Mobile Alerts

Performance Metrics

Real-Time Monitoring

Real-Time Reporting

Reporting/Analytics

Usage Tracking/Analytics

Visual Analytics

Weather Normalization Reporting

EnergyCAP

Spacewell Energy (Dexma)

UtilityManagement

Utility Programs Manager

EnergyCAP helps our team with invoice tracking and verifying if the invoices are "in line" with historical use so that we can assess the invoice appropriateness or look for reasons we might be seeing a spike.

Engineering Technician

We now directly link EnergyCAP to Energy STAR's Portfolio Manager to submit data for City and State building performance reporting requirements.  

Energy and Sustainability Officer

The training "courses" offered are just videos to watch, which doesn't seem worth the cost of them.

for an Energy Manager who's main responsibility is to track/monitor energy/utility costs and consumption, this software is the perfect tool

Management and budget analyst II

I love how robust the software is and how it’s helped improve efficiency within your organization.

Quoter vs EnergyCAP Comparison (2026)

Quoter

EnergyCAP

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives