Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. Learn more.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
CIS’s typical client sells a product with many options and who have a need to replace their exiting quoting process. They need to ensure that all user types can create accurate and valid orders.
Quoter is primarily built for technology service providers. We're changing the SMB sales process to enable more collaboration between the seller and buyer.
Also their service is always excellent and we are pleased with our relationship.
Our only complaint has been the inability to customize our own Quote forms to fit our needs. Any changes need to go through CIS to get the forms as we need or to add new ones.
CIS has been a great partner in adding customizations to fit our needs. Whereas nothing is free in this world, their prices for customizations and changes are not out of line.
User friendly but it has show problems in the past such as no connectivity or slows down a lot.
Easy to get up and running; very reliable - virtually 100% up-time in 3 years of use; excellent customer service.
CIS configurator is helpful simplifying our day-to-day job and the service is always excellent.
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.
CIS Configurator
Top FeaturesQuoter
CIS Configurator
--
Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.
Products similar to those you're currently comparing: