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Quoter is primarily built for technology service providers. We're changing the SMB sales process to enable more collaboration between the seller and buyer.
Software, Technology, Medical, Agencies, Travel, Service Businesses
I like quoter for the ease of creating quotes and sending them to clients also love the email tracking has saved my bacon a few times from upsetting clients. The paper trail is nice to have.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.
When quoting in US or Canadian when saving a Canadian quote in US funds by accident i cannot go back in and change currency it's greyed out.
It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do.
The additional cost for a company that does a high volume of quotes in another CRM makes it tough.
Socket makes beautiful quotes in minuets. It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.
Keeping an invoice open for an extended period of time like that could hurt business continuity ratings.
It is also nice to have the comments section for both internal and recipient communication. The ability to "make optional" and hide/show certain amounts is a great feature.
Poor picture formatting and inability to download to word. When pdfs are downloaded by clients, they are poorly formatted.
Easy to use, awesome Customer Service from Gabe. Very stable, if you know HTML, CSS, you will be in the heaven.
There are glitches in the software, and sometimes data is lost. It is rare, but it has happened to us.
Have recently moved all our operations globally to Proposable - it's great, easy to use and the support is excellent.
As it is now, some of the calculations are manual (you have to start with monthly rate) and subject to errors.
We love the way our proposals look, the ease of use and how cost effective it is for our company.
The only thing I dislike about the software is that the quotes/proposals are designed to be tied to the contact record, rather than the Opportunity record. That is my only complaint.
Quoter
Top FeaturesProposable
Proposable
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