We could use a bit more customization, but it's hard to complain when the software eliminates a huge portion of work for us.

There are limitations to the actual estimate portion, and we've had to create separate sections for timelines, which can be redundant and inconvenient.

The professional result and integration with Hubspot making it very easy to use.

It is simple, with a less is more approach to design. The result is a beautiful quote, easy to read and with many features like auto approve, pricing tables, images.

It sucks at exporting PDF looks really bad when printed.

I am missing some specific features, a refererral scheme etc.

Overall, I had a great experience with Qwilr even though it is a bit out of our price range for now.

It's difficult to add my Company Logo. It's not impossible, but it's not straightforward.

Qwilr, has allowed us to greatly improve our proposal sending to clients, and better layout the pricing and items they are getting so they better understand it.

Amazing professional platform that is quick and easy to set up and edit. One amazing factor with Qwilr's  simple interface is the fact that you can still make changes even after sharing files.

It's very easy to send out with the link and is fast to set up. I also love the fact that we are saving paper.

It would even speed up my work, when I could duplicate a cost block with just a klick.

Its really simple and easy to make great documents to present to customers. They look really professional and I think is a good way to start a relationship with a potential customer.

They support team are awesome and super helpful. This is already the best platform I've found for the price point and their continually working to make it better which is great to see.

Super easy to use and the best looking proposal software on the market. We always get compliments from clients when we present our services via Qwilr.

Qwilr was chosen because of the ability for people who don't have the graphic design chops to turn out beautiful landing pages.

Qwilr is a great Apple-like product with great customer service.

Qwilr is super easy to use and make a proposal look super beautiful and sleek. Almost every single proposal I sent got a comment from the client I sent it to.

I love that Qwilr offers so many integrations with other applications and softwares I use, so my business process is completely streamlined.

The incompatibility with video sites, such as Vimeo and splash block.

It is very presentable and gives a great first impression about our company. I also love the creative tools Qwilr offers  - they help us with personalization and creative freedom.

The support team and staff have been super helpful and always happy to help and assist me with any questions, problems, or needs. I love the energy and patience given each and every time.

They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio.

Ease of setup was very easy. Day to Day usage from relatively easy.

Keeping an invoice open for an extended period of time like that could hurt business continuity ratings.

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).

We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent.

We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.

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.

The initial setup time and template creation is quick and easy.

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.

Ease of integration, ease of use, amazing support.

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.

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

Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot).

The additional cost for a company that does a high volume of quotes in another CRM makes it tough.

The Ease of the Price Book entry. The template works very well for our needs.

User friendly, easy to use and great customer service from their team.

I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support.

Fast integration, improve user experience with a professional online quoting tool, and at the right price.

A product is only as good as the support to back it - and Quoter wins on both sides.

Overall experience has been average, the product is let down by the terrible support.

Ability to support recurring and non-recurring products. Fantastic integration features.

Socket is constantly improving itself for the better and employees are dedicated to delivering satisfactory products. Great software, service, and overall experience.

I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service.

It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do.

Excellent quoting software with capabilities well beyond those of other more expensive options.

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.

Easy to use, easy to implement and priced right.

There was the so many capabilities which is  exciting because the invoices can be very tailored to your business. The invoice itself looks professional and very tailored to each project/proposal, etc.

Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes.

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.

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.

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 support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us.

US Dollar

Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities.


Qwilr features a template library, which allows users to search RFP templates for sales, business and product proposals. Users can also embed multimedia content in proposals such as videos, spreadsheets and surveys.


Sales and marketing management tools help users create price quotes, forward quotes to clients and manage approvals and payments. Analytics features allow users to track content metrics. The solution also enables users to create reports on content performance across sales and marketing divisions. It is compatible with multiple devices, such as tablets and desktops.


Monthly and annual pricing plans are available. Support is offered through an online forum.



LongDescription

Electronic Payments

Document Storage

Proposal Generation

Access Controls/Permissions

Templates

Digital Signature

Electronic Signature

Product Configurator

Collaboration Tools

Content Library

Sales Trend Analysis

Automated Quoting

Audit Trail

Content Management

Price and Cost Calculations

Pricing Management

Workflow Management

File Sharing

Knowledge Base Management

Customizable Templates

Accounting Integration

Audit Management

Discount Management

Customizable Branding

Quotes/Estimates

Archiving & Retention

Document Management

Pricing and Cost Calculations

Authentication

RFP Management

All new users get a 14-day trial on Business. 

For unlimited projects and access to premium features, users can subscribe to Qwilr Business ($39/month or $468/year) or Enterprise ($590/month, billed annually).

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Qwilr

In Person

Live Online

Webinars

Documentation

Videos

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. 



Document Templates

Cataloging/Categorization

Price/Margin Management

Product Catalog

Activity Tracking

Approval Process Control

Pipeline Management

Sales Orders

Customizable Fields

eCommerce Management

Template Management

Email Tracking

Self Service Portal

Contact Management

Version Control

Lead Management

Multi-Currency

Sales Reports

Sales Activity Management

Configuration Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Sales Automation

Billing & Invoicing

Contact Database

Approval Workflow

Drag & Drop

Customer History

Third-Party Integrations

Client Portal

Sales Pipeline Management

Data Import/Export

Reminders

Real Time Data

Document Review

Customizable Reports

Data Synchronization

Progress Tracking

Contract/License Management

Order Management

Automatic Formatting

Email Templates

Opportunity Management

Configurable Workflow

Role-Based Permissions

Real Time Notifications

Segmentation

For Internal Use

Estimating

Rule-based Configuration

Document Automation

Pipeline Reports

Tagging

RFP Creation

Sales Forecasting

Search/Filter

Web browser (OS agnostic)

Visit www.quoter.com/pricing to view our plan options.

Onboarding includes the following items to ensure a successful experience with our platform:

- Import and customization of your quote template
- Import of your products and services
- Customization of your account
- Setup and configuration of your CRM, PSA, and/or distributor integrations
- 2x onboarding and consulting sessions
- LIFETIME SUPPORT

Qwilr vs Quoter

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