# Quoter Software Reviews, Demo & Pricing - 2026 > Review of Quoter Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/cpq/quoter-profile --- [Home](https://www.softwareadvice.com/) / [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) / Quoter Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/cpq/quoter-profile/reviews/)[Alternatives](https://www.softwareadvice.com/cpq/quoter-profile/alternatives/) # Quoter 2026: Benefits, Features & Pricing Wondering if Quoter is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Quoter 4.6 [(54)](https://www.softwareadvice.com/cpq/quoter-profile/reviews/) 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. Wondering if Quoter is right for your organization? Our Quoting Software selection experts can help you in 15 minutes or less. ## Quoter User Interface ## Popular Quoter Alternatives Main Product Quoter 4.6 [(54)](https://www.softwareadvice.com/cpq/quoter-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.67Value for money - 4.73Customer support - 4.50Functionality Pricing Starting at $149.00 per month Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1463)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [AutoQuotes](https://www.softwareadvice.com/cpq/autoquotes-profile/) 4.7 [(88)](https://www.softwareadvice.com/cpq/autoquotes-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.46Value for money - 4.53Customer support - 4.45Functionality Pricing Available upon request Get Price Alternative Product [FieldPulse](https://www.softwareadvice.com/field-service/fieldpulse-profile/) 4.6 [(468)](https://www.softwareadvice.com/field-service/fieldpulse-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.48Value for money - 4.68Customer support - 4.39Functionality Pricing Available upon request Get Price Alternative Product [QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/) 4.6 [(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.57Value for money - 4.63Customer support - 4.55Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3308)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price ## 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 Read More 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 Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review OnePageCRM Integration rated undefined from -1 review Xero Integration rated undefined from -1 review Autotask PSA Integration rated undefined from -1 review Salesforce Sales Cloud Integration rated undefined from -1 review Agile CRM Integration rated undefined from -1 review See all 22 integrations ## Quoter User Reviews Overall Rating 4.6 Ratings Breakdown 5 76% 4 19% 3 0% 2 6% 1 0% 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More BL 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More NK 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 2 Ratings Breakdown 2 Ease of use 1 Value for money 4 Customer support 2 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. Read More OS 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More ND 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MP 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 5 I use quoter more than any other software in my day-to-day operations. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More JS 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 5 Quoter has been become an essential part of our account management and sales process. We value the continued use of the software. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More JS 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 4 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 3 Ease of use 5 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 Read More MS 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. 5 Quoter's dev team worked with me on all of my suggestions. I loved that. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More Showing 1 - 10 of 54 Reviews [See All Reviews](https://www.softwareadvice.com/cpq/quoter-profile/reviews/) ## Quoter Popular Comparisons [Jobber vs Quoter](https://www.softwareadvice.com/field-service/jobber-profile/vs/quoter/)[AutoQuotes vs Quoter](https://www.softwareadvice.com/cpq/autoquotes-profile/vs/quoter/)[FieldPulse vs Quoter](https://www.softwareadvice.com/field-service/fieldpulse-profile/vs/quoter/)[QuoteWerks vs Quoter](https://www.softwareadvice.com/cpq/quoter-profile/vs/quotewerks/)[PandaDoc vs Quoter](https://www.softwareadvice.com/contract-management/pandadoc-profile/vs/quoter/) [Compare All Alternatives](https://www.softwareadvice.com/cpq/quoter-profile/alternatives/) ## Other Top Recommended Quoting Software [Xero](https://www.softwareadvice.com/accounting/xero-profile/) **4.4** (3308) Recently recommended **0** times [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) **4.6** (1463) Recently recommended **0** times [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) **4.5** (1254) Recently recommended **0** times [JobBOSS²](https://www.softwareadvice.com/manufacturing/jobboss2-profile/) **4.2** (865) Recently recommended **0** times Stuck Between Options? 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