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Quoter is a quote-to-cash solution that takes the pain and purchasing friction out of the MSP sales process. With Quoter your team can send quotes out faster without errors, track pending deals and close more revenue. Quoter has over 25 integrations to plug into your existing CRM, PSA, Accounting Software and/or Payment Gateway. For MSPs selling hardware, we integrate with 4 major distributors with product search, real-time pricing and availability. Today we serve over 1,600 partners. We joined ScalePad in 2023 to 5x our resources in partner support and product development. Getting started is easy. Upon signing up your business will be introduced to an onboarding specialist to assist with account configuration, custom templates, and integrations. Quoter has an open API: quotersoftware.github.io/docs
Provider
Quoter Software
Located In
Canada
Foundation
2018
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Training
Live Online, Documentation, Videos, Webinars
Support
Email/Help Desk, Phone Support, Knowledge Base, Chat, FAQs/Forum
Quoter is primarily built for technology service providers. We're changing the SMB sales process to enable more collaboration between the seller and buyer.
Content Source: Quoter
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Quoter Reviews
Pros
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.
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.
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.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.
Cons
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.
Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount.
Keeping an invoice open for an extended period of time like that could hurt business continuity ratings.
The additional cost for a company that does a high volume of quotes in another CRM makes it tough.
"A great product for MSPs to leverage online quoting and signatures"
Overall: 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
Pros: 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
Cons: 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.
"Fantastic and Simple Quoting Platform"
Overall: 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.
Pros: 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.
Cons: 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.
"Wholesale changes made without notice"
Overall: 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.
Pros: The user interface is very easy to use and there is integration with quite a number of third party applications
Cons: 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.
"Quick and Easy"
Overall: Our closing rate went up 60% once we fully implemented the solution.
Pros: Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.
Cons: 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.
"Great quoting software"
Overall: needed a quoting software more advanced than harvest and quoter fit the bill
Pros: very easy to use and setup. integrations are very easy and support is great
Cons: set up took some time and there was definitely a learning curve but its been running smoothly since
