Quoter

4.6 (52)
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Sales enablement for technology service providers.

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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Not sure about Quoter? Compare with a popular alternative

Quoter

4.6 (52)
VS.
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Starting Price

US$149.00
month
US$11.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

78
48

Integrations

22
66

Ease of Use

4.6 (52)
4.6 (620)

Value for Money

4.7 (52)
4.2 (620)

Customer Service

4.8 (52)
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Reviews

Overall rating

4.6 /5
(52)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 52
Alex
Alex
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • 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.

Alternatives Considered

QuoteWerks and ConnectWise CPQ

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.
Aleksandr
Overall rating
  • 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 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

Jason
Overall rating
  • 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.

Alternatives Considered

Quotient, WorkflowMax and PandaDoc

Reasons for Switching to Quoter

Ease of use and integration with Xero.
Craig
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • 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.

Alternatives Considered

ConnectWise CPQ and Zendesk Sell

Reasons for Choosing Quoter

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

Switched From

Microsoft Word

Reasons for Switching to Quoter

Customer service and price.
Mark
Overall rating
  • Industry: Information Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • 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 CPQ

Reasons for Choosing Quoter

Quotient did not integrate with our PSA (Autotask).

Switched From

Quotient

Reasons 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.
Showing 5 reviews of 52 Read all reviews

Quoter FAQs

Below are some frequently asked questions for Quoter.

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

Quoter has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000

Quoter supports the following languages:

English

Quoter supports the following devices:

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

Quoter offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Quoter.