Quoter

About Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.
Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.
Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control.
Send winning sales quotes in minutes.
Key benefits of Quoter
• Frustration-free quoting with a lighting fast, friendly platform you can access from anywhere
• Quote and sell more by enabling more of your staff to quote
• Reduce turnaround time with ridiculously simple customer acceptance
• Eliminate mistakes and increase efficiency by standardizing your products, services, and quote templates
• Save time with our Etilize and distributor integrations with real-time pricing and availability
• Automagic PSA and CRM integrations that just work
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Reviews
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- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A great product for MSPs to leverage online quoting and signatures
Reviewed on 2021/06/02
We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and...
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 Switching to Quoter
The interface is cleaner, it creates a nice experience for the customer and their commitment to our success with their product was amazing.- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great quoting software
Reviewed on 2023/10/27
needed a quoting software more advanced than harvest and quoter fit the bill
needed a quoting software more advanced than harvest and quoter fit the bill
Pros
very easy to use and setup. integrations are very easy and support is great
Cons
set up took some time and there was definitely a learning curve but its been running smoothly since
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Wholesale changes made without notice
Reviewed on 2020/12/21
While the product has provided the basic service that we required over the last 2+ years, the...
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 Switching to Quoter
Ease of use and integration with Xero.- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Quick and Easy
Reviewed on 2021/11/17
Our closing rate went up 60% once we fully implemented the solution.
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
Was a huge time suck to use Word for contracts and agreements.Switched From
Microsoft WordReasons for Switching to Quoter
Customer service and price.- Industry: Information Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Fantastic and Simple Quoting Platform
Reviewed on 2021/03/18
Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well...
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.
Alternatives Considered
ConnectWise CPQReasons for Choosing Quoter
Quotient did not integrate with our PSA (Autotask).Switched From
QuotientReasons for Switching to 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.Quoter FAQs
Below are some frequently asked questions for Quoter.Q. What type of pricing plans does Quoter offer?
Quoter offers the following pricing plans:
- Starting from: US$149.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Visit scalepad.com/quoter/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
Q. Who are the typical users of Quoter?
Quoter has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does Quoter support?
Quoter supports the following languages:
English
Q. Does Quoter support mobile devices?
Quoter supports the following devices:
Q. What other apps does Quoter integrate with?
Quoter integrates with the following applications:
Agile CRM, Amazon API Gateway, Autotask PSA, Avalara, CloudRadial, ConnectWise PSA, Datagate, FreshBooks, HaloPSA, HubSpot CRM, Kaseya BMS, Keap, Mailchimp, Nutshell, OnePageCRM, Pipedrive, QuickBooks Online, Salesforce Sales Cloud, Syncro, Xero, Zapier, Zoho CRM
Q. What level of support does Quoter offer?
Quoter offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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