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.

Pricing starting from:

US$99,00/month

  • Free Trial
  • Subscription

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

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$99,00/month

  • Free Trial
  • Subscription

Images

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Quoter screenshot: Quoter screenshot: Quoter screenshot:

Features

Total features of Quoter: 26

  • Accounting Integration
  • Activity Dashboard
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Workflow
  • Automated Quoting
  • Billing & Invoicing
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Customizable Fields
  • Discount Management
  • Electronic Payments
  • Electronic Signature
  • Email Tracking
  • Knowledge Base Management
  • Lead Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Quotes/Estimates
  • Self Service Portal
  • eCommerce Management

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Reviews

Overall rating

4,6 /5
(37)
Value for Money
4,6/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,7/5

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Showing 5 reviews of 37
Brent G.
Overall rating
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best experience out of any company offering CRM or Quoting Software. Great Service and...

Reviewed on 2018/05/16

- Eliminates a substantial amount of time putting quotes together
- Quotes separate out One Time...

- Eliminates a substantial amount of time putting quotes together
- Quotes separate out One Time Fees and Recurring Fees
- E-Signature ability built directly into quote
- Custom templates can be put together for specific product line quotes
- Looks more professional than other quoting apps on the market

Pros

We looked at tested out over 30 different companies offering CRM and Quoting Software. Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring). SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out.

There is a laundry list of pros going with this product:
- Easy to configure and use
- Ability to break down one time fees and monthly recurring charges
- Item Breakdown for each category listed below line items (I.E. Phone System Charges, Networking Equipment, IT work, dial-tone, ect.)
- A team that fully supports their product during AND AFTER the sale has been completed
- Integration with Quickbooks
- Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment
- The development team behind the product created a custom feature specifically for our business based off of our request
- Amazing customer service
- Non-pushy reps

Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past. SocketApp and their team were one of the best overall experiences I have had from start to finish. If your company is in the need of quoting software I highly recommend giving this software a shot.

Cons

There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice.

While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks.

Mark J.
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.

Jason P.
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.

Oliver S.
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

Could not recommend this product enough

Reviewed on 2021/02/05

As the business grew we needed something that would be scalable and save us time. Prior to Quoter...

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.

Doug B.
Overall rating
  • Industry: Hospitality
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Pleased with Quoter!

Reviewed on 2020/08/19

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer...

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!

Showing 5 reviews of 37 Read all reviews

Quoter FAQs

Below are some frequently asked questions for Quoter.

Quoter offers the following pricing plans:

  • Starting from: US$99,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

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

We do not have any information about Quoter features

Quoter has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Quoter supports the following languages:

English

Quoter supports the following devices:

Android (Mobile)

Quoter integrates with the following applications:

Agile CRM, Autotask PSA, ConnectWise Manage, Constant Contact, FreshBooks, Highrise, HubSpot CRM, Kaseya BMS, Keap, Mailchimp, Nutshell, OnePageCRM, Pipedrive, Playbooks, Quickbooks Online, Salesforce Sales Cloud, Xero, Zapier, Zoho CRM

Quoter offers the following support options:

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

Related categories

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