Quoter

Cloud-based quoting for technology service providers.

4,6 /5 (34 reviews) Write a Review!

Quoter Overview

What is 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.

Quoter Overview

Pricing

Starting from
US$99,00/month

Pricing options

Free Trial
Subscription
Value for money

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


Quoter Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Quoter screenshot: Quoter screenshot: Quoter screenshot:

Quoter Reviews

Quoter Reviews

Overall rating
4,6
/
5
Excellent
26

Very good
6

Average
0

Poor
2

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,6
Customer Support
4,8
94% recommended this app
Brent G.

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

- 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


Doug B.

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!


Nancy K.

Socket Quoting Program Review


Neville D.

Ridiculously Perfect.

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would.
The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations.
Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget".
The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes.
Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day.
If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.


Tom S.

We love Socket - Works Great With Infusionsoft

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.


Brent G.
Company size: 11-50 Employees

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

Used Daily for 1-5 months
Reviewed on 2018/05/16
Review Source: Capterra

- 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Doug B.
Industry: Hospitality
Company size: 11-50 Employees

Pleased with Quoter!

Used Daily for 1-5 months
Reviewed on 2020/08/19
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nancy K.
Industry: Security & Investigations
Company size: 2-10 Employees

Socket Quoting Program Review

Used Daily for 2+ years
Reviewed on 2018/06/26
Review Source: GetApp

Pros

The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy.

Cons

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote.
So if customers needed line item pricing, they had to do math on the individual lines.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Neville D.
Industry: Computer Software
Company size: 11-50 Employees

Ridiculously Perfect.

Used Daily for 2+ years
Reviewed on 2017/01/25
Review Source: Capterra

We have used Socket for over 4 years now. Thousands of perfect, effortless quotes later, we have no choice but to rate this 5/5. If we could rate it higher, we would.
The software is cleverly designed, intuitive, extremely stable and keeps churning out quote after perfect quote, with almost no effort, once the easy initial set up is complete. And when I say perfect quote, that is what it is. Perfect formatting. Never an error on pricing, options, taxes, integrations.
Rock solid software. Rock solid extensive integration capabilities. Be it Quickbooks, Freshbooks, Mailchimp, Paypal, Zoho, Salesforce, and so many more, it is "set and forget".
The team delivers extensive support if it is ever needed, they indeed go above and beyond the scope of their roles. They have improvements on the software regularly, and you can see the effort that goes into the communication and quality of work. Such elegant quotes.
Best of all, it just works. It delivers and it does so silently, and consistently. We recently began accepting payments in USD and we could switch the system to multi currency within a few minutes. Changes to quotes and extending expiry dates take a few seconds. Quotes are sent instantly, and if needed have your clients create their own quotes online. Payment is a few clicks, right on the quote. The list of features goes on and on. Features that we actually use, every day.
If you ever need a quotation system that does a lot more than perfect effortless quotes, is affordable and eliminates any errors that your sales team might make, get Socket. We took a chance 4 years ago, and never regretted it one bit since. I would recommend Socket to anyone.

Pros

Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.

Cons

None, however we look forward to possibly an App for mobile devices in the future.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tom S.
Industry: Renewables & Environment
Company size: 11-50 Employees

We love Socket - Works Great With Infusionsoft

Used Daily for 2+ years
Reviewed on 2017/09/19
Review Source: Capterra

Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Pros

We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote.

The quotes themselves look good and have all the functionality we need to present a professional document to our customers.

The Socket technical support is top notch.

Cons

Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9,2/10
Based on 34 user ratings
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Quoter Pricing

Quoter Pricing

Starting from
US$99,00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
4,6/5
Based on 34 user ratings
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Quoter Features

Quoter Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,6/5
Based on 34 user ratings
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Categories

Additional information for Quoter

Additional information for Quoter

Key features of Quoter

  • Automate Product Configuration, Pricing, and Quoting (CPQ)
  • Cloud-Based, Lightning Fast, Reliable and Secure Platform
  • E-Signatures and Payments
  • Integrate with popular PSAs, CRMs, and Accounting Tools
  • Powerful Reporting
  • Quote and Email Tracking
  • Real-Time Product Data and Pricing from Distributors

Benefits

• 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

Quoter FAQs

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$99,00/month

Pricing model: Subscription

Free Trial: Not Available

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

Q. What are the main features of Quoter?

Quoter offers the following features:

  • Automate Product Configuration, Pricing, and Quoting (CPQ)
  • Cloud-Based, Lightning Fast, Reliable and Secure Platform
  • E-Signatures and Payments
  • Integrate with popular PSAs, CRMs, and Accounting Tools
  • Powerful Reporting
  • Quote and Email Tracking
  • Real-Time Product Data and Pricing from Distributors

Q. Who are the typical users of Quoter?

Quoter has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does Quoter support?

Quoter supports the following languages:

English

Q. What type of pricing plans does Quoter offer?

Quoter has the following pricing plans:

Subscription

Q. Does Quoter support mobile devices?

We do not have any information about what devices Quoter supports

Q. What other apps does Quoter integrate with?

Quoter integrates with the following applications:

Autotask, FreshBooks, Highrise CRM, Mailchimp, OnePageCRM, TutorCruncher, Xero, Xero, Zoho CRM, Zoho CRM

Q. What level of support does Quoter offer?

Quoter offers the following support options:

Phone Support, Knowledge Base, Online Support