Quoter Review
What is Quoter?
Quoter, formerly known as Socket, is a quoting software with a vision that saves time, eradicates errors, and enables faster payments. With this cloud-based application, you can enjoy organization-wide adoption because of its ease of use and friendly pricing options. You can also abstract completely complex spreadsheets and versioned documents, as Quoter puts everything you need to create a quote in a single platform. This includes product and service configurations, standard pricing and special discounts, proposal information, and even reusable templates.
Furthermore, Quoter makes it easier for your clients to accept proposals. This is possible because the solution includes support for electronic signatures and online payments. You also do not have to worry about card processing security, since the solution takes care of it. Furthermore, it seamlessly integrates with PSAs, CRMs, distributors, and accounting tools. Thus, you only have to think about the growth of your business.
Show MoreOverview of Quoter Benefits
Automated Quoting
With Quoter, you can generate quotes and proposals in seconds. That is because the system automates the process while ensuring that the necessary information is included in a professional and beautiful document.
Configurable Products & Services
Quoter offers user-selectable options that allow you to configure your products and services. This feature is simple and intuitive, enabling any user in the organization to utilize this. This also paves the way for custom pricing during quote creation, especially when you are offering special promos and discounts.
Flexible Pricing
If you have variable product and service pricing, Quoter can accommodate you. The platform has flexible pricing options, which includes tiered per unit or percentage-based. This gives you room to adjust your pricing based on the order quantity or the nature of product or service in question.
Secure Online Payments
Rather than process quote payments in another platform, you can receive payments easily via Quoter. Each proposal you generate with the solution includes a secure payment link, which clients can access when they are ready to order. The solution also supports integration with a variety of online payment gateways like Authorize.net, PSiGate, Mirapay, PayPal, Realex Payments, and Stripe for this purpose. Embed your agreement through e-signatures right into the quote with online quote acceptance and payment.
Lead Management
Quoter is a multi-purpose software, as it also has features for lead management. It assists you in tracking and managing leads by letting you delegate them to different members of your sales team. You can also set their status as being followed up, pending, PO received, ordered, fulfilled, or lost. Thus, you know exactly what is happening with your organization’s leads in a glance.
Performance Tracking
Quoter assists you in keeping track of your performance concerning your quotes and sales. It has a robust tracking and reporting module that lets you find areas where you can still improve.
Show MoreOverview of Quoter Features
- Sales Proposals
- Automated Pricing
- Configurable Products & Services
- Templates
- Electronic Quote Acceptance
- Online Payments
- Discounts
- Custom Shipping & Tax Rules
- Multi-currency Support
- Reporting & Analytics
- Cost & Margin Tracking
- Third-party Integrations
What Problems Will Quoter Solve?
Scenario 1: Quoting Automation
Instead of spending 10 hours a week calculating quotes in Excel, converting them to PDF files, and sending them via email to customers, you can create and send quotes in a matter of seconds. Quoter automates the entire proposal generation process that paves the way for customers making purchases online without a phone call.
Features: Automated Quoting System, Online Payments, Website Integration
Scenario 2: Electronic Signatures & Payments
In a previous version of the system, clients were required to sign an agreement form attached to the quote, which necessitated that they print, sign, and fax or scan the document before the payment process. Quoter has changed that by enabling them to electronically sign their name and pay their deposits online.
Features: Purchase Orders, Online Payment Processing, Electronic Quote Acceptance and Signatures
Scenario 3: Standard Product Catalog
Quoter offers a standard catalog but with flexible configurations. It also integrates with distributors, which gives the solution dynamism in this regard.
Features: Automated Quoting System, Online Payment Processing
Quoter Position In Our Categories
Because companies have particular business requirements, it is only practical they avoid purchasing an all-encompassing, “perfect” software product. However, it is nearly futile to discover such an app even among well-known software solutions. The better thing to do would be to note down the different vital aspects which need investigation such as key features, packages, technical skill capability of staff members, business size, etc. Then, you should follow through the product research to a full extent. Go over some Quoter evaluations and check out each of the software solutions in your list more closely. Such well-rounded research can make sure you steer clear of unsuitable applications and buy the one that provides all the features your company requires.
Position of Quoter in our main categories:
TOP
50
Quoter is one of the top 50 CPQ Software products
TOP
50
Quoter is one of the 50 Sales Proposal Automation Software products
If you are interested in Quoter it might also be a good idea to analyze other subcategories of CPQ Software listed in our database of SaaS software reviews.
Each enterprise has its own characteristics, and may require a particular type of CPQ Software solution that will be designed for their company size, type of clients and staff and even individual industry they support. It's not wise to count on locating an ideal solution that will be suitable for each business no matter what their background is. It may be a good idea to read a few Quoter CPQ Software reviews first and even then you should remember what the software is intended to do for your company and your workers. Do you require a simple and straightforward app with just basic functions? Will you actually use the advanced tools needed by pros and big enterprises? Are there any specific features that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to find a solid solution that will fit your budget.
How Much Does Quoter Cost?
Quoter Pricing Plans:
Free Trial
Basic
$129/month
Standard
$259/month
Pro
$389/month
Enterprise
$79/user/month/annual billing
What are Quoter pricing details?
Quoter Pricing Plans:
Free Trial
Basic
$129/month
Standard
$259/month
Pro
$389/month
Enterprise
$79/user/month/annual billing
Quoter offers four choices for enterprise pricing that you can pay for in a monthly or yearly basis. The inclusions of these packages are outlined below to help you decide which one is the best for your organization.
Basic – $129/month or $99/month/annual billing
- Unlimited Users
- 50 Quotes per Month
- Cost & Margin Tracking
- Online Acceptance
- Online Payments
- PSA & CRM Integration
- Distributor Integrations
Standard – $259/month or $199/month/annual billing
- All Basic Features
- Unlimited Quotes
Pro – $389/month or $299/month/annual billing
- All Standard Features
- Reporting
- Manager Approvals
Enterprise – $79/user/month/annual billing
- All Pro Features
- 5 User Minimum
- Multi-tenant Support
- Salesforce Integration
- HubSpot Integration
User Satisfaction
Positive Social Media Mentions
32
Negative Social Media Mentions
2
We are aware that when you choose to get a CPQ Software it’s important not only to learn how experts rank it in their reviews, but also to check if the actual users and businesses that use it are indeed satisfied with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Quoter reviews across a vast range of social media sites. The data is then displayed in a simple to digest way showing how many users had positive and negative experience with Quoter. With that information at hand you should be ready to make an informed buying decision that you won’t regret.
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Quoter?
Quoter can integrate with Salesforce and HubSpot. It can also integrate with other software in the following categories:
- PSA (Autotask, ConnectWise, Kaseya)
- CRM (Salesforce and Hubspot)
- Distributor (Tech Data and Ingram Micro)
- Accounting (QuickBooks Online and Xero)
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