Quoter
Claim ProfileQuote-to-cash automation for the unique revenue challenges of MSPs
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Quoter
"Sales teams and service businesses often turn to Quoter when they need a faster way to create and send quotes without the usual back-and-forth. Quoting accuracy tends to improve when the process is more structured, and approvals move quicker when everything is tracked in one place. It works well for teams handling a high volume of proposals regularly. That said, very small businesses with occasional quoting needs may find the platform more than they require."
Decision Snapshot
Quoter Evaluation Snapshot
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Structured Product Information
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Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Quoter Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Quoter
Pros
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Clean quoting interface gets proposals out in minutes, not hours
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Built-in product catalog keeps pricing consistent across every rep
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Approval workflows reduce errors before quotes reach the client
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E-signature support removes the back-and-forth of chasing sign-offs
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CRM and PSA integrations fit naturally into existing sales stacks
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Detailed quote analytics show exactly where deals stall or close
Cons
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Reporting depth falls short for analytics-driven sales teams
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Template customization hits a wall with complex quoting needs
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Pricing tier jumps catch smaller teams off guard quickly
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Integrations outside the core stack require extra setup effort
Strengths and Limitations
Quoter Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Clean quoting interface gets proposals out in minutes, not hours
- Built-in product catalog keeps pricing consistent across every rep
- Approval workflows reduce errors before quotes reach the client
- E-signature support removes the back-and-forth of chasing sign-offs
- CRM and PSA integrations fit naturally into existing sales stacks
- Detailed quote analytics show exactly where deals stall or close
!
Cons
- Reporting depth falls short for analytics-driven sales teams
- Template customization hits a wall with complex quoting needs
- Pricing tier jumps catch smaller teams off guard quickly
- Integrations outside the core stack require extra setup effort
Sponsored Products
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Category-Based Capabilities
Quoter Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture
CPQ Software 18 selected features Open category ↗ ⌄
Price and Cost Calculations
Order Management
Customizable Branding
Multi-Currency
Approval Workflow
Proposal Generation
Contact Management
Cataloging/Categorization
Renewal Management
Discount Management
Product Configurator
Quotes/Estimates
Price/Margin Management
Bills of Material
Guided Selling
Activity Dashboard
Electronic Signature
Contract/License Management
Product Configurator Software 17 selected features Open category ↗ ⌄
CRM
Quotes/Estimates
Pricing and Cost Calculations
For Internal Use
3D Imaging
Configuration Management
For Customer Use
Product Catalog
Product Data Management
Real-time Product Visualizations
ERP
eCommerce Management
2D Drawing
3D Digital Asset Management
Rule-based Configuration
Third-Party Integrations
Design Management
Proposal Management Software 15 selected features Open category ↗ ⌄
Collaboration Tools
Document Management
Content Library
RFP Management
Contact Management
Proposal Generation
Templates
Version Control
Workflow Management
Audit Trail
Automatic Formatting
Knowledge Base Management
Electronic Signature
Reminders
Approval Process Control
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal
Pricing Management
CRM
Electronic Signature
Contract/License Management
Discount Management
Document Management
Cataloging/Categorization
Reminders
Customizable Branding
Third-Party Integrations
Proposal Generation
Electronic Payments
Contact Management
Activity Dashboard
Billing & Invoicing
Drag & Drop
Automated Quoting
Estimating
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing
Campaign Management
Pipeline Management
Lead Management
Lead Capture
Referral Tracking
Sales Activity Management
Performance Metrics
Third-Party Integrations
Customer Database
Territory Management
Activity Dashboard
Forecasting
Contact Management
Task Management
Opportunity Management
Customizable Fields
Connected Applications
Quoter Integrations
Integration information is displayed only when approved integration products are available on the profile.
Dynamics 365
Google Workspace
HubSpot CRM
Salesforce Sales Cloud
Mailchimp
QuickBooks Online
Slack
Zapier
Xero
Pricing Information
Quoter Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$149
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Quoter Review ↗
Quoter Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Jennifer S.
Still Learning but like the tool
Fast and Client-Friendly Quote Acceptance
Quoter makes the quoting process faster and more convenient with its “click to accept” feature, eliminating the need for printing, signing, scanning, or overlaying DocuSign on PDFs. Clients can quickly view and accept quotes, even with or without a deposit requirement, streamlining approvals and improving the customer experience. Users appreciate how this feature speeds up workflows and reduces back-and-forth communication. While the platform may have a learning curve initially—sometimes influenced by internal rollout procedures—once familiar, it significantly simplifies quote management and enhances efficiency for both teams and clients.
Reviewed on December, 2021
Jonathan S.
Quoter helps our small accounts and sales team move things along smoothly
Streamlined Quoting with Minor Integration Hiccups
Quoter has become an essential tool for account management and sales processes, helping teams efficiently build quotes, secure approvals, and convert them into tickets within minutes. Its seamless integration with PSA systems simplifies workflows and saves time, making it a valuable asset for sales teams. Users particularly appreciate how it accelerates quote creation and improves overall efficiency. However, importing item and product lists from PSA systems can be inconsistent, requiring manual updates if changes occur on the PSA side. Some workflow quirks and integration idiosyncrasies also need to be managed carefully. Despite these minor challenges, Quoter delivers significant value, streamlining sales operations and enhancing productivity for teams that rely on fast and accurate quoting.
Reviewed on December, 2021
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Frequently Asked Questions
Quoter FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Quoter is a robust quoting software designed to simplify the estimation and proposal process for businesses across various industries. This platform allows users to create accurate and professional quotes quickly, ensuring that clients receive timely and well-structured estimates. With its intuitive interface, Quoter enables users to customize quotes with templates, product specifications, and pricing details, making it easier to adapt to unique client needs. The software includes features such as automated pricing calculations, integration with CRM systems, and real-time updates to ensure accuracy. Additionally, Quoter supports collaboration among team members, allowing multiple users to work on a quote simultaneously. By leveraging Quoter, businesses can improve their sales processes, reduce turnaround time for quotes, and enhance overall customer satisfaction through clearer communication and faster responses.
- No, Quoter does not offer a free version.
- Yes, Quoter offers a free trial.
- No, Credit Card details are not required for the Quoter trial.
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Quoter offers the following pricing plans & packages:
Basic
$149 Per Month
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Quoter supports the following payment frequencies:
- Monthly Subscription
- No, Quoter does not offer an API.
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Quoter can be integrated with the following applications:
- Salesforce Sales Cloud , QuickBooks Online , Xero , Mailchimp , Google Workspace , HubSpot CRM , Slack , Zapier , Dynamics 365
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Quoter offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
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Quoter offers training with the following options:
- Live Online , Webinar , Documentation , Videos
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Quoter supports the following languages:
- English
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Following are the typical users of the Quoter:
- Self-Employed , Small-Business , Midsize-Business
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Quoter supports the following deployment:
- Cloud Hosted
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Quoter supports the following devices and operating systems:
- Web-Based , Mac
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Product Comparisons
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