Quoter 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Quoter

4.6

(54)

Pricing

Starting at $149.00 per month

About Quoter

Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing management, product configurator, quote/proposal creation and online payments.

Teams using Quoter can utilize predefined templates, add various content including proposals, pricing, quotes, product descriptions and configuration and share them with stakeholders. The centralized platform allows users to configure sales quotes with company logo/theme, establishing brand visibility across multiple platforms. Additionally, enterprises can determine costs of products/services, automate calculations and display margin performance in the dashboard.

Quoter allows integration with various third-party applications such as Webhooks, MailChimp, Zapier and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and other online measures.

Send winning sales quotes in minutes.

Quoter Screenshots

Quoter Pricing and Plans

Starting price: $149.00 per month

Free Trial

Free Version

Basic

$149.00

flat rate, per month

Plan includes:

50 Quotes/Month
Cost & Margin Tracking
Distributor Integrations
Multi-Factor Authentication
Online Acceptance
Online Payments
PSA & CRM Integration
Quote Sections

Standard

$289.00

flat rate, per month

Plan includes:

Bundles
Cost & Margin Tracking
Distributor Integrations
Multi-Factor Authentication
Online Acceptance
Online Payments
PSA & CRM Integration
Quote Sections
Unlimited Quotes

Pro

$429.00

flat rate, per month

Plan includes:

Bundles
Cost & Margin Tracking
Distributor Integrations
Manager Approvals
Multi-Factor Authentication
Online Acceptance
Online Payments
PSA & CRM Integration
Quote Sections
Reporting

Enterprise

Pricing available upon request

Plan includes:

Bundles
Cost & Margin Tracking
Distributor Integrations
Hubspot Integration
Manager Approvals
Multi-Factor Authentication
Multi-Tenant Support
Online Acceptance
Online Payments
PSA & CRM Integration

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Quoter Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of Quoter
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Automatic Formatting
Catalog Management
Client Portal
Collaboration Tools
Configuration Management
Contact Database
Contact Management
Content Library
Contract/License Management
CRM
Customer History
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Document Automation
Document Review
Document Storage
Document Templates
Drag & Drop
eCommerce Management
Electronic Payments
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
Product Catalog
Product Configurator
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
Version Control
Workflow Management

Quoter Integrations

FreshBooks

OnePageCRM

Xero

Autotask PSA

Salesforce Sales Cloud

Agile CRM

See all 22 integrations

Quoter User Reviews

Overall Rating

4.6

Ratings Breakdown

76%

19%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.7

Functionality

4.5

Lacretta J.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2018

Socket is Outstanding

I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Deeply customizable for crafting beautiful proposals and quotes via templates. - One of the best Customer Service teams that I've had the pleasure of working with; - Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data. - Built-in Esignature and quote acceptance

Cons:

There is nothing that I dislike - Socket does everything that we need it to do.

Ben L.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

Simple To Use & CLEAN

Overall, Quoter is my favorite software to work with in my day-to-day. It's quick, provides clean quote templates, and is simple to customize and manipulate. And Quoter has the best support reps I have ever encountered. I am not a glowy review kind of guy... the above comments are well earned.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best part about quoter is the ease of use and how it easily links with our other platforms (PipeDrive, Basecamp, Slack, Autotask) Our rep [SENSITIVE CONTENT] is incredibly responsive and super helpful. She has even helped me with PipeDrive issues even though that's not her software!

Cons:

Versions get a bit complex and I can't delete old versions because then I can't copy a quote (which doesn't make sense to me to have to have the original version to copy..) Reports are really just data dumps to excel. I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings).

Reasons for choosing Quoter

This was already implemented when I was brought into Sector 7

Nancy K.

Verified reviewer

Security and Investigations

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2018

Socket Quoting Program Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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.

Oliver S.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Could not recommend this product enough

As the business grew we needed something that would be scalable and save us time. 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. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent. The recent release of Optional Items is a great feature which will allow us to upsell items to customers that we wouldn't previously include on the quote. This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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.

Tom S.

Verified reviewer

Renewables & Environment

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2017

We love Socket - Works Great With Infusionsoft

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote. The quotes themselves look good and have all the functionality we need to present a professional document to our customers. The Socket technical support is top notch.

Cons:

Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

Neville D.

Verified reviewer

Computer & Network Security

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

This could be the centrepiece of your sales/proposals process

We have been with Quoter for several years. Thousands of quotes later it is still an integral part of our sales process and will be for a very long time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Once set up, this software delivers picture perfect quotes effortlessly. It is easy to extend validity and make changes to products and quantities. CRITICAL PRO: The ease of signing up clients for Recurring subscriptions. The software integrates easily with CRMs, Payment portals and so much more. The Multicurrency support is also a huge plus. Everything is effortless and intuitive to set up-you do not need a PhD in software to work this software. And once set up, the system delivers effortlessly year after year after year.

Cons:

Not really. The team at Quoter is active in delivering features that power users desire, and have several releases a year. A recent one where optional line items can be included is a life saver. As well, reporting on a custom basis was also added that made life a lot easier.

Michael P.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

Quoter Review by Mike

I use quoter more than any other software in my day-to-day operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like quoter for the ease of creating quotes and sending them to clients also love the email tracking has saved my bacon a few times from upsetting clients. The paper trail is nice to have.

Cons:

When quoting in US or Canadian when saving a Canadian quote in US funds by accident i cannot go back in and change currency it's greyed out.

Reasons for switching to Quoter

Difficult doing quotes and keeping track of what's out and what's left to close. Quoter makes this easy using filters.

Jonathan S.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed December 2021

Quoter helps our small accounts and sales team move things along smoothly

Quoter has been become an essential part of our account management and sales process. We value the continued use of the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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.

Jennifer S.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2021

Still Learning but like the tool

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.

Ratings Breakdown

Ease of use

Functionality

Pros:

I love the ease of the click to accept feature and the ability to allow for quote acceptance both with and without a deposit required

Cons:

it was not the easiest to learn how to use, but some of that had to do with the way my company rolled it out to the team.

Reasons for switching to Quoter

that's above my paygrade

Michael S.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2021

This software is so good, I offered to film a video testimonial.

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked the quoting system far above the other programs we've used. The interface is simpler, which is easier to use. I have a more granular control that I frankly don't need with the competitor program I was using.

Cons:

I had trouble with the stored product pool, but that was on me for not learning to use it properly.

Showing 1 - 10 of 54 Reviews

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