Quoter Software

Quoter Software

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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. Qu...

Quoter Pricing

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

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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Quoter User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 51 reviews

User Profile

Alex

Verified reviewer

Company size: 2-10 employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

A great product for MSPs to leverage online quoting and signatures

We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services

Pros

Being able to have almost my entire sales process handled in a single quote/email is great. We have our contracts embedded into the templates making it easy for managed services as well as hardware

Cons

The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain.

Reasons for choosing Quoter

The interface is cleaner, it creates a nice experience for the customer and their commitment to our success with their product was amazing.

Mark

Company size: 11-50 employees

Industry: Information Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

March 2021

Fantastic and Simple Quoting Platform

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. We are extremely pleased with the support, and the product works well for our use case.

Pros

We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates. The system is extremely simple to use and manage, changes can be implemented quickly and it's easy to generate quotations quickly.

Cons

There is not a great quote search tool to categorize quotes by company, contact or product category. I would like to see integration with Amazon or Newegg, but that's not necessarily typical. Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to. For example, i can't have text dividers between quote line items to indicate different sections of the quote. The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options.

Reasons for choosing Quoter

Connectwise Sell is EXTREMELY robust, but it is built for quoting on a larger scale than we currently operate at. One day we may need a tool like that, but for now Quoter is simple and effective for us.

Reasons for switching to Quoter

Quotient did not integrate with our PSA (Autotask).

Jason

Company size: 2-10 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Value for money

out of 5
2

Customer support

out of 5
2

Functionality

out of 5

December 2020

Wholesale changes made without notice

While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.

Pros

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

Cons

There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes.

Alternatives Considered

Quotient

Reasons for choosing Quoter

Ease of use and integration with Xero.

Craig

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2021

Quick and Easy

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

Pros

Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.

Cons

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

Reasons for choosing Quoter

Customer service and price.

Reasons for switching to Quoter

Was a huge time suck to use Word for contracts and agreements.

Bruce

Company size: 11-50 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

January 2022

Simple and fast quoting

Simply put, Quoter make quoting easy for us

Pros

Really easy to use - I can onboard new staff in no time. Time to produce quotes is really quick. Also the support is some of the best I've seen - very prompt and personal.

Cons

Could have better integration with our PSA software. However Quoter listen to their clients, have taken this on board and I am confident it will be improved.

Reasons for choosing Quoter

Simplicity

Reasons for switching to Quoter

We needed a product that was fully cloud and simplified our quoting process

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