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...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

38 Reviews of Quoter

Average User Ratings

Overall

4.59 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(28)

28

4 stars

(6)

6

3 stars

(0)

0

2 stars

(3)

3

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 38 results

June 2021

User Profile Picture

Alex from Wilkins IT Solutions Inc.

Verified Reviewer

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2020

Doug from Woodberry

Company Size: 11-50 employees

Industry: Hospitality

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2020

Pleased with Quoter!

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. Quick in replying - thank you and well done!

Pros

Very quick to pick up and run with - creates quick and simple quotes that present well to the customer

Cons

Would like to see the margins on a revised quote but this sounds like something Quoter are working on!

Reasons for Switching to Quoter

Needed something linked to pipedrive our CRM system.

December 2020

Jason from Information Potential

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Value for money

4.0

Customer support

2.0

Functionality

2.0

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.

Reasons for Choosing Quoter

Ease of use and integration with Xero.

March 2021

Mark from TWINTEL Solutions

Company Size: 11-50 employees

Industry: Information Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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).

February 2021

Oliver from Interpro Technology

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.