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
Bearing in mind businesses have unique business requirements, it is logical they avoid deciding on a one-size-fits-all, ”best” system. Having said that, it would be almost impossible to chance on such a software product even among sought-after software systems. The logical thing to undertake is to spell out the varied important functions that require deliberation such as crucial features, budget, technical skill aptitude of staff members, company size, etc. Next, you must perform the product research fully. Go over some of these Quoter evaluations and check out the other software systems in your list more closely. Such detailed product research ascertains you steer clear of ill-fitting software products and buy the system which offers all the benefits your company requires in growing the business.
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 sensible to check out other subcategories of CPQ Software listed in our database of SaaS software reviews.
Since each company has specific business requirements, it is advisable for them to abstain from looking for a one-size-fits-all faultless software solution. Needless to say, it would be pointless to try to find such an app even among popular software platforms. The smart thing to do would be to catalog the various essential elements that need consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some Quoter CPQ Software reviews and look into each of the other apps in your shortlist in detail. Such in-depth research can ensure you weed out ill-fitting systems and choose the system that provides all the elements you need for business success.
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 realize that when you choose to purchase a CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out whether the real clients and enterprises that use these solutions are genuinely satisfied with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Quoter reviews across a vast array of social media sites. The information is then displayed in an easy to understand way indicating how many clients had positive and negative experience with Quoter. With that information at your disposal you will be equipped to make an informed business 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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