Quoter

Quoter

Cloud-based quoting (CPQ) platform for MSPs, ISVs, and VARs

4.6/5 (31 reviews)

Quoter Overview

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.

Pricing

Starting from
$99/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, Latin America and 3 others, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

Quoter Reviews

Overall rating
4.6/5
94% positive reviews
24
Excellent
5
Very good
0
Average
2
Poor
0
Terrible

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

Used Daily for 1-5 months
Reviewed on 5/16/2018
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

Ridiculously Perfect.

Used Daily for 2+ years
Reviewed on 1/25/2017
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

We love Socket - Works Great With Infusionsoft

Used Daily for 2+ years
Reviewed on 9/19/2017
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

Easy to use, easy to implement and priced right!

Used Daily for 2+ years
Reviewed on 9/26/2018
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Excellent quoting software with capabilities well beyond those of other more expensive options

Used Daily for 1-5 months
Reviewed on 7/26/2018
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Quoter Pricing

Starting from
$99/month
Pricing options
Free Trial
Subscription
Value for money

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

Quoter Features

  • Activity Dashboard
  • CRM Integration
  • Lead Management

  • API
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Capture
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

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

* 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

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: $99/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:

Knowledge Base, Online Support, Phone Support