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Quoter REVIEW

CPQ Software

No user reviews
USER SATISFACTION 97%
OUR SCORE 7.5

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

Position of Quoter in our main categories:

20

Quoter is one of the top 20 CPQ Softwareproducts

Top
50

Quoter is one of the 50 Sales Proposal Automation Softwareproducts

20

Quoter is one of the 20
CPQ Software products

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 Best CPQ Software listed in our base of B2B software reviews.

Every organization has different wants and needs an application that can be personalized for their size, kind of workers and customers, and the particular industry they are in. For these reasons, no system can proffer perfect tools out-of-the-box. When you search a software app, first be sure what you require it for. Read some Quoter reviews and ask yourself do you desire basic features or do you require sophisticated tools? Are there any industry-specific features that you are searching for? Get the answers to these questions to help your search. There are lots of factors that you need to mull over and these include your finances, particular business wants, your company size, integration requirements etc. Take your time, check out a few free trials, and finally choose the platform that offers all that you want to improve your company competence 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

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.

POSITIVE SOCIAL MENTIONS

32

NEGATIVE SOCIAL MENTIONS

2

Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT

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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