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
Keeping in mind businesses have specific business demands, it is only logical that they steer clear of subscribing to a one-size-fits-all, “perfect” software solution. Having said that, it would be hard to try to come across such application even among recognizable software solutions. The clever thing to undertake would be to take note of the several critical aspects that require consideration like important features, price terms, technical skill ability of the employees, company size, etc. Thereafter, you should double down on your product research through and through. Read some Quoter analyses and explore the other solutions in your list more closely. Such comprehensive product research guarantees you avoid unsuitable applications and choose the one that offers all the benefits your business requires for success.
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 could also be beneficial to investigate other subcategories of CPQ Software gathered in our database of SaaS software reviews.
Every company has different needs and requires a system that can be personalized for their size, kind of employees and buyers, and the particular industry they are in. For these reasons, no system can proffer perfect features off-the-shelf. When you try to find a software system, first be sure what you want it for. Read some Quoter CPQ Software reviews and ask yourself do you need basic tools or do you require sophisticated tools? Are there any industry-specific features that you are looking for? Get the answers to these questions to assist your search. There are multiple factors that you need to reflect on and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, try out a few free trials, and finally select the system that provides all that you require to improve your organization efficiency and productivity.
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 purchase a CPQ Software it’s vital not only to learn how professionals score it in their reviews, but also to check whether the real users and businesses that bought this software are actually satisfied with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Quoter reviews across a wide array of social media sites. The data is then displayed in an easy to understand way revealing how many clients had positive and negative experience with Quoter. With that information available you will be equipped 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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