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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

Since companies have distinct business requirements, it is wise they abstain from picking an all-encompassing, ideal software system. At any rate, it would be difficult to pinpoint such an app even among popular software solutions. The efficient thing to do should be to write the various major factors that require research such as major features, price plans, skill capability of staff members, business size, etc. Thereafter, you should perform the product research to a full extent. Go over some of these Quoter analyses and look into each of the software solutions in your list in detail. Such comprehensive product investigation ensure you keep away from poorly fit apps and buy the system that offers all the features your business requires to achieve growth.

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 may also be a good idea to check out other subcategories of CPQ Software gathered in our base of B2B software reviews.

Every business has its own characteristics, and might call for a specific CPQ Software solution that will be fit for their business size, type of customers and employees and even individual niche they deal with. You should not count on locating an ideal app that is going to work 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 keep in mind what the service is intended to do for your company and your employees. Do you need a simple and straightforward solution with only elementary functions? Will you really make use of the advanced tools needed by pros and big enterprises? Are there any specific features that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to locate a solid service that will match 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

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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