Throw away your spreadsheets and clunky old software. Quoter is a modern, cloud-based quoting platform that helps sales teams save time, eliminate mistakes, and get paid faster.
Our simple template-based system completely automates the Configure, Price, Quote (CPQ) process so your reps can fire quotes off before they get off the phone with the customer. Our mobile-friendly quotes and e-signatures and payments features provide a superior customer experience and will help you win more deals in less time.
Quoter is designed for technology and service-based businesses including Managed Service Providers (MSPs), Independent Software Vendors (ISVs), and Value-Added Resellers (VARs). We integrate with the tools you already using including most popular PSAs, such as ConnectWise, Autotask, and Kaseya, as well as CRMs, Distributors, and Accounting Software.
- 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
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.
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.
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.
Perfect quotes time and again, zero errors. Easy to set up and use. Powerful integrations. Exemplary support.
None, however we look forward to possibly an App for mobile devices in the future.
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.
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.
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.
We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product.
The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect.
Overall a really easy to use tool that provides great looking quotes.
The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.
Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot). In addition, provides additional strategic capabilities to integrate with your website and include your distributors.
This is the only cloud-based quoting program that integrates with Hubspot effectively and handles complex products well. Other quoting programs have simplistic product catalogs. With Socket, I've been able to create items/products that can be easily configured. For example, if you sell a product that is like a car and has various optional features to choose from, this quoting software allows you to easily construct those products and make it easy for your sales team to quickly and easily quote. In addition, Socket allows you to give Distributors controlled access to be able to do quotes and you can even connect Socket to your website so a prospect/customer can create their own quote. With the Hubspot integration, you can dump all of the data directly into your CRM for further follow up by your sales team.
I'm a big fan of the software. No major shortcomings for us, just some ongoing refinements. On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total.
Visit www.quoter.com/pricing to view our plan options.
* Ultra fast, secure, and reliable cloud-based system that you can access from anywhere
* Create beautiful, mistake-free quotes in seconds
* Automated CPQ system will reduce time spent on quotes by 90%
* Seamless PSA, CRM, Accounting, Distributor, and Marketing Integrations
* Gain valuable business intelligence through Reporting and Analytics
* E-Signatures and Payments will help you win deals faster
* Easy and simple to use interface
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.
Quoter offers the following features:
Quoter has the following typical customers:
Large Enterprises, Mid Size Business
Quoter supports the following languages:
Quoter has the following pricing plans:
We do not have any information about what devices Quoter supports
Quoter integrates with the following applications:
Autotask, FreshBooks, Highrise CRM, Mailchimp, OnePageCRM, TutorCruncher, Xero, Xero, Zoho CRM, Zoho CRM
Quoter offers the following support options:
Knowledge Base, Online Support, Phone Support