Quoter
Review of Quoter Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Quoter
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Quoter Features
Quoter Integrations
Customer Reviews
See why people love Quoter
Alex W.
Verified UserInformation Technology and Services · 2-10 employees
A great product for MSPs to leverage online quoting and signatures
We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services
- Being able to have almost my entire sales process handled in a single quote/email is great
- We have our contracts embedded into the templates making it easy for managed services as well as hardware
The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain
Why they chose it
"The interface is cleaner, it creates a nice experience for the customer and their commitment to our success with their product was amazing."
Craig H.
Verified UserInformation Technology and Services · 11-50 employees
Quick and Easy
Our closing rate went up 60% once we fully implemented the solution.
- Speed of creating quotes and getting them out the door
- Also clients can create their own quotes if we allow them
- Removing retired or older items is difficult
- Be nice to sort by date added and modified so older services or items can be purged easily
Switched From
Was a huge time suck to use Word for contracts and agreements.
Why they chose it
"Customer service and price."
Jason P.
Verified UserInformation Technology and Services · 2-10 employees
Wholesale changes made without notice
While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.
The user interface is very easy to use and there is integration with quite a number of third party applications
- There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos
- Quoter constantly makes "improvements" to the product
- A lot of these remove existing functionality and break our business processes
- These "improvements" are rarely communicated to us by Quoter before implementation
- That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes
Why they chose it
"Ease of use and integration with Xero."
Mark J.
Verified UserInformation Services · 11-50 employees
Fantastic and Simple Quoting Platform
Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case.
- We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates
- The system is extremely simple to use and manage, changes can be implemented quickly and it's easy to generate quotations quickly
- There is not a great quote search tool to categorize quotes by company, contact or product category
- I would like to see integration with Amazon or Newegg, but that's not necessarily typical
- Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to
- For example, i can't have text dividers between quote line items to indicate different sections of the quote
- The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options
Switched From
Quotient did not integrate with our PSA (Autotask).
Why they chose it
"Connectwise Sell is EXTREMELY robust, but it is built for quoting on a larger scale than we currently operate at. One day we may need a tool like that, but for now Quoter is simple and effective for us."
Aleksandr Y.
Verified UserInformation Technology and Services · 2-10 employees
Great quoting software
needed a quoting software more advanced than harvest and quoter fit the bill
- very easy to use and setup
- integrations are very easy and support is great
set up took some time and there was definitely a learning curve but its been running smoothly since
Switched From
needed more feature than what harvest offered
Bruce P.
Verified UserInformation Technology and Services · 11-50 employees
Simple and fast quoting
Simply put, Quoter make quoting easy for us
- Really easy to use - I can onboard new staff in no time
- Time to produce quotes is really quick
- Also the support is some of the best I've seen - very prompt and personal
- Could have better integration with our PSA software
- However Quoter listen to their clients, have taken this on board and I am confident it will be improved
Switched From
We needed a product that was fully cloud and simplified our quoting process
Why they chose it
"Simplicity"
Brent G.
Verified User11-50 employees
Best experience out of any company offering CRM or Quoting Software. Great Service and Support.
- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market
- We looked at tested out over 30 different companies offering CRM and Quoting Software
- Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring)
- SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out
- There is a laundry list of pros going with this product: - Easy to configure and use - Ability to break down one time fees and monthly recurring charges - Item Breakdown for each category listed below line items (I
- E
- Phone System Charges, Networking Equipment, IT work, dial-tone, ect
- ) - A team that fully supports their product during AND AFTER the sale has been completed - Integration with Quickbooks - Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment - The development team behind the product created a custom feature specifically for our business based off of our request - Amazing customer service - Non-pushy reps Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past
- SocketApp and their team were one of the best overall experiences I have had from start to finish
- If your company is in the need of quoting software I highly recommend giving this software a shot
- There's really no cons to speak of
- The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice
- While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service
- Keeping an invoice open for an extended period of time like that could hurt business continuity ratings
- To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks
Troy A.
Verified User11-50 employees
Excellent quoting software with capabilities well beyond those of other more expensive options
Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot). In addition, provides additional strategic capabilities to integrate with your website and include your distributors.
- This is the only cloud-based quoting program that integrates with Hubspot effectively and handles complex products well
- Other quoting programs have simplistic product catalogs
- With Socket, I've been able to create items/products that can be easily configured
- For example, if you sell a product that is like a car and has various optional features to choose from, this quoting software allows you to easily construct those products and make it easy for your sales team to quickly and easily quote
- In addition, Socket allows you to give Distributors controlled access to be able to do quotes and you can even connect Socket to your website so a prospect/customer can create their own quote
- With the Hubspot integration, you can dump all of the data directly into your CRM for further follow up by your sales team
- I'm a big fan of the software
- No major shortcomings for us, just some ongoing refinements
- On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total
Nancy K.
Verified UserSecurity and Investigations · 2-10 employees
Socket Quoting Program Review
Verified reviewer
- The cost was minimal per person
- Ease of setup was very easy
- Day to Day usage from relatively easy
- Socket has no customization at all
- The biggest challenge we found is that each line item would not display its discount
- Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item
- The discount was shown below the subtotal in the bottom of the quote
- So if customers needed line item pricing, they had to do math on the individual lines
Lacretta J.
Verified UserInformation Technology and Services · 2-10 employees
Socket is Outstanding
I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time.
- - Deeply customizable for crafting beautiful proposals and quotes via templates
- - One of the best Customer Service teams that I've had the pleasure of working with; - Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data
- - Built-in Esignature and quote acceptance
- There is nothing that I dislike - Socket does everything that we need it to do
Quoter
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