# Quoter Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Quoter Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/117768/Socket --- # Quoter Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology 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. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Quoter ## What is Quoter? 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 ## What is Quoter used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 54 user reviews Reviews sentiment Positive 94% Neutral 0% Negative 6% Starting price $149 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quoter?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.scalepad.com/&name=Quoter) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quoter 4.6 (54) VS. [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $149 Flat Rate, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (53) Ease Of Use 4.6 (1,380) Value For Money 4.7 (46) Value For Money 4.4 (1,184) Customer Service 4.7 (51) Customer Service 4.6 (1,333) ## Quoter alternatives [4.6 (412)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month [4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month [4.4 (3,273)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/117768/Socket/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Quotes/Estimates 4.7 (11) 109.09% of 11 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customizable Branding 4.6 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Discount Management 3.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions Pricing Management 4.3 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Catalog Management 3.4 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price Contact Management 3.8 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Quoter 78 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Generate rule-based quotes for clients automatically Automatically formats data in a predetermined way Create, manage, and send invoices or bills to customers Create and manage digital catalog of products/services with their details, specifications, and price Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Identify component attributes like servers, hardware, software, and manage relationships across all services Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Centralized repository to store content and assets Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Track products that are for sale at a reduced price or part of coupon promotions Automated or logic-based workflows that assist in the creation of electronic documents Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Track delivered, received, and opened emails Estimate expected cost based on various factors before a project begins Usage of documents or items within a specific organization Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Store information about leads or contacts and track, manage and nurture them throughout the sales process Manage and handle various international currencies Track all opportunities for potential sales and convert them into recurring revenue Manage and track customer orders for goods, investments, or any other purchases Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Calculate rule-based prices for a product/service Track and manage the profit margin between the cost of a product and its selling price. Calculate rule-based prices for a product/service Tool used to determine accurate pricing and product eligibility for borrowers Present a catalog of inventory that customers can view Customize the specifications of a finished product to meet the particular needs of a customer Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Manage and process incoming documents detailing requests for proposals Set & manage permission levels based on user roles and restrict access to only authorized individuals Configure products according to pre-defined rules and/or constraints Define, track, and/or automate sales activities and sales processes Automate processes to manage leads, contacts, opportunities and sales activities Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. An order generated by a seller to a customer, containing details about products or services Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (48) 4.5 Based on 48 reviews ## Pricing Value for money 4.7 (46) [View pricing plan details](https://www.capterra.com/p/117768/Socket/pricing/) Basic $149.00 Flat Rate,Per Month It includes: - 50 Quotes/Month - Cost & Margin Tracking - Distributor Integrations - Multi-Factor Authentication - Online Acceptance - Online Payments - PSA & CRM Integration - Quote Sections Standard $289.00 Flat Rate,Per Month It includes: - Bundles - Cost & Margin Tracking - Distributor Integrations - Multi-Factor Authentication - Online Acceptance - Online Payments - PSA & CRM Integration - Quote Sections - Unlimited Quotes Pro $429.00 Flat Rate,Per Month It includes: - Bundles - Cost & Margin Tracking - Distributor Integrations - Manager Approvals - Multi-Factor Authentication - Online Acceptance - Online Payments - PSA & CRM Integration - Quote Sections - Reporting - SAML SSO - Unlimited Quotes Value for money 4.7 (46) 4.7 Based on 46 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (51) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (51) 4.7 Based on 51 reviews ## User reviews Overall rating 4.6 Based on 54 reviews Filter by rating 5(41) 4(10) 3(0) 2(3) 1(0) Mentioned topic Sorted by most recent HS Hanah S. Office Administrator Information Technology and Services ### "Easy to use, take payments and track quotes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 10, 2026 Overall there is a bit of a learning curve but online research helps and I was able to figure out any issue that came my way pretty easily. Pros I like Quoter bc i can make, edit, preview and continue to make edits and preview the document before it publishes. I also like that I can add logos, add signatures, payments and so much more to quotes and documents. Cons One thing is that I like to make sure that the email is sent (Quoter shows tracking in real time and you can see when they opened it and clicked, etc) But I like to see if from my inbox too and you can download the PDF and email it from your inbox too so thats cool. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Cassandra B. Window Covering Specialist Construction ### "Works great for quoting " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 5, 2025 My overwall experience was really pleasant. I enjoy how easy the platform is to use, and how the layout wasn't constantly changed Pros It was extremely easy to show sales discounts without it effecting accounting books. The layout is easy to use Cons I think that Quoter could have more company integration. It works great for estimates but bringing in crew schedules, service tickets, and project folders helps connect the whole company together seamlessly instead of across various platforms Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AY Aleksandr Y. Chief Operation Officer Information Technology and Services ### "Great quoting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 27, 2023 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 Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) needed more feature than what harvest offered Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BP Bruce P. Managing Director Information Technology and Services ### "Simple and fast quoting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 28, 2022 Simply put, Quoter make quoting easy for us Pros 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. Cons 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 [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) We needed a product that was fully cloud and simplified our quoting process Reasons for choosing Quoter Simplicity Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Michael S. IT Sales Account Manager Information Technology and Services ### "This software is so good, I offered to film a video testimonial." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 20, 2021 Quoter's dev team worked with me on all of my suggestions. I loved that. Pros I liked the quoting system far above the other programs we've used. The interface is simpler, which is easier to use. I have a more granular control that I frankly don't need with the competitor program I was using. Cons I had trouble with the stored product pool, but that was on me for not learning to use it properly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JS Jennifer S. Senior Sales Information Technology and Services ### "Still Learning but like the tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 December 16, 2021 I love the click to accept, no more print, sign, scan and email back requests or trying to overlay docu-sign on existing pdf quotes, this makes it so much faster and easier for my clients to view and accept my quotes. Pros I love the ease of the click to accept feature and the ability to allow for quote acceptance both with and without a deposit required Cons it was not the easiest to learn how to use, but some of that had to do with the way my company rolled it out to the team. Switched from [Rev.io Billing](https://www.capterra.com/p/25471/Rev-io/) that's above my paygrade Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KL Karen L. Key Account Project Manager Information Technology and Services ### "Likehood" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2021 Pros Automatization Cons Having to not be able to edit a person's name in an old version quote (for example if that person resigned, I have to do a new quote/draft instead of a newer version - which is more suitable) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SC Simon C. Procurement Manager Furniture ### "Quoting made easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 14, 2021 Pros We used to use an excel spreadsheet to complete our quotes - this made everything so much faster and easier! Cons There was a lack of customisation of layout of items on the finalised quote that we would have liked to modify slightly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LH Louise H. IT Service Coordinator Computer Networking ### "Customer Support is great" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 13, 2021 Excellent Pros The help that we get from our support rep is worth more than anything. Any time I have a question she is there to help Cons So far I've not had any problems and have no complaints Switched from [ConnectWise CPQ](https://www.capterra.com/p/160314/ConnectWise-Sell/) lack of support from the old product/vendor Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AB Azzra B. Account Manager Information Technology and Services ### "MSPs this is the quoting tool for you!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2021 Best quoting tool I have used. Once you quote with Quoter you will wonder why you used any other quoting tool! Pros User friendly, easy to use and great customer service from their team Cons Missing E-Commerce solution that would allow for additional functionality that my clients have come to expect Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/117768/Socket/reviews/) Popular comparisons [Jobber vs Quoter](https://www.capterra.com/compare/117768-127994/Socket-vs-Jobber)  Independent research methodology 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](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software 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](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency 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 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](https://www.capterra.com/resources/how-we-ensure-transparency/)