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Quoter Review

Quoter
Our score: 7.5 User satisfaction: 97%

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.

Overview 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.

Overview 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 particular business-related demands, it is only reasonable that they avoid selecting an all-encompassing, ”best” software. Regardless, it would be almost impossible to try to pinpoint such application even among widely used software systems.
The best thing to do is to tabulate the varied vital functions that demand deliberation including key features, plans, skill competence of staff members, business size, etc. Then, you must perform the product research fully. Go over these Quoter review articles and check out each of the solutions in your shortlist in detail. Such comprehensive research ascertains you weed out mismatched applications and choose the system that provides all the features you require 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 considering Quoter it might also be a good idea to examine other subcategories of CPQ Software listed in our base of B2B software reviews.

Every enterprise has different wants and requires a system that can be customized for their size, kind of staff members and clients, and the particular industry they are in. For these reasons, no system can proffer perfect functionality out-of-the-box. When you look for a software app, first be sure what you require it for. Read some Quoter CPQ Software reviews and ask yourself do you want basic features or do you need sophisticated tools? Are there any industry-specific features that you are searching for? Get the answers to these questions to assist your search. There are lots of factors that you need to reflect on and these include your finances, specific business needs, your organization size, integration needs etc. Take your time, check out a few free trials, and finally choose the app that presents all that you need to improve your company 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

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 make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Quoter reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Quoter. With that information at hand you should 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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

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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Reviewed By Jenny Chang
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