# Quoter Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Quoter the right Quoting solution for you? Explore 54 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/117768/Socket/reviews --- Quoter 4.6 (54) [View alternatives](https://www.capterra.com/p/117768/Socket/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 6th, 2026 # Reviews of Quoter Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews HS Hanah S Office AdministratorInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “I also like that I can add logos, add signatures, payments and so much more to quotes and documents.“ February 10, 2026 JS Jonathan S Finance ManagerInformation Technology and Services, 2 - 10 employeesUsed the software for: 6-12 months. “The product doesn't smoothly import our item and product list from our PSA very well and the communication is only one way. If we make a change on the PSA side to our item or service list, we then have to manually update the Quoter side.“ December 9, 2021 CB Cassandra B Window Covering SpecialistConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “I enjoy how easy the platform is to use, and how the layout wasn't constantly changed“ December 5, 2025 BL Ben L DirectorInformation Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years. “Versions get a bit complex and I can't delete old versions because then I can't copy a quote (which doesn't make sense to me to have to have the original version to copy..)“ November 17, 2021 CB Cassandra B Window Covering SpecialistConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “The layout is easy to use“ December 5, 2025 KL Karen L Key Account Project ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “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)“ December 14, 2021 AY Aleksandr Y Chief Operation OfficerInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “very easy to use and setup.“ October 27, 2023 MP Michael P Account ManagerComputer Software, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ November 17, 2021 ## Showing most helpful reviews Showing 1-25 of 54 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Alex W. President Information Technology and Services Used the software for: 1-2 years ### "A great product for MSPs to leverage online quoting and signatures" June 2, 2021 5.0 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. Alternatives considered [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)[ConnectWise CPQ](https://www.capterra.com/p/160314/ConnectWise-Sell/) Reason for choosing Quoter The interface is cleaner, it creates a nice experience for the customer and their commitment to our success with their product was amazing. Review Source CH Craig H. VP of Sales Information Technology and Services Used the software for: 2+ years ### "Quick and Easy" November 17, 2021 5.0 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. Alternatives considered [ConnectWise CPQ](https://www.capterra.com/p/160314/ConnectWise-Sell/)[Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) Reason for choosing Quoter Customer service and price. Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Was a huge time suck to use Word for contracts and agreements. Review Source JP Jason P. Sales Manager Information Technology and Services Used the software for: 2+ years ### "Wholesale changes made without notice" December 21, 2020 2.0 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. Alternatives considered [Quotient](https://www.capterra.com/p/131897/Quotient/)[WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reason for choosing Quoter Ease of use and integration with Xero. Review Source HS Hanah S. Office Administrator Information Technology and Services Used the software for: 1-2 years ### "Easy to use, take payments and track quotes" February 10, 2026 5.0 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 MJ Mark J. Senior Technology Consultant Information Services Used the software for: 6-12 months ### "Fantastic and Simple Quoting Platform" March 18, 2021 5.0 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. Alternatives considered [ConnectWise CPQ](https://www.capterra.com/p/160314/ConnectWise-Sell/) Reason for choosing Quoter Connectwise Sell is EXTREMELY robust, but it is built for quoting on a larger scale than we currently operate at. One day we may need a tool like that, but for now Quoter is simple and effective for us. Switched from [Quotient](https://www.capterra.com/p/131897/Quotient/) Quotient did not integrate with our PSA (Autotask). Review Source AY Aleksandr Y. Chief Operation Officer Information Technology and Services Used the software for: 2+ years ### "Great quoting software" October 27, 2023 5.0 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 BP Bruce P. Managing Director Information Technology and Services Used the software for: 2+ years ### "Simple and fast quoting" January 28, 2022 5.0 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. Reason for choosing Quoter Simplicity Switched from [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) We needed a product that was fully cloud and simplified our quoting process Review Source CB Cassandra B. Window Covering Specialist Construction Used the software for: 1-2 years ### "Works great for quoting " December 5, 2025 5.0 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 Brent G. VP of Sales Used the software for: Less than 6 months ### "Best experience out of any company offering CRM or Quoting Software. Great Service and Support." May 16, 2018 5.0 \- Eliminates a substantial amount of time putting quotes together - Quotes separate out One Time Fees and Recurring Fees - E-Signature ability built directly into quote - Custom templates can be put together for specific product line quotes - Looks more professional than other quoting apps on the market Pros We looked at tested out over 30 different companies offering CRM and Quoting Software. Our biggest need was the ability to be able to send a single quote with one time fees and recurring fees on it with a separated breakdown of each charge and product line (one time fee vs recurring). SocketApp was easily the most practical, user-intuitive option out of all of the different software we demo'd out. There is a laundry list of pros going with this product: - Easy to configure and use - Ability to break down one time fees and monthly recurring charges - Item Breakdown for each category listed below line items (I.E. Phone System Charges, Networking Equipment, IT work, dial-tone, ect.) - A team that fully supports their product during AND AFTER the sale has been completed - Integration with Quickbooks - Created a customized proposal to demo based on the product lines our company uses to accurately portray how it is utilized in a working environment - The development team behind the product created a custom feature specifically for our business based off of our request - Amazing customer service - Non-pushy reps Having worked on the sales side of the tech industry for 15 years I have worked with thousands of companies in the past. SocketApp and their team were one of the best overall experiences I have had from start to finish. If your company is in the need of quoting software I highly recommend giving this software a shot. Cons There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice. While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks. Review Source Troy A. General Manager Used the software for: Less than 6 months ### "Excellent quoting software with capabilities well beyond those of other more expensive options" July 26, 2018 4.0 Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot). In addition, provides additional strategic capabilities to integrate with your website and include your distributors. Pros This is the only cloud-based quoting program that integrates with Hubspot effectively and handles complex products well. Other quoting programs have simplistic product catalogs. With Socket, I've been able to create items/products that can be easily configured. For example, if you sell a product that is like a car and has various optional features to choose from, this quoting software allows you to easily construct those products and make it easy for your sales team to quickly and easily quote. In addition, Socket allows you to give Distributors controlled access to be able to do quotes and you can even connect Socket to your website so a prospect/customer can create their own quote. With the Hubspot integration, you can dump all of the data directly into your CRM for further follow up by your sales team. Cons I'm a big fan of the software. No major shortcomings for us, just some ongoing refinements. On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total. Review Source sM shannon M. inside sales Construction Used the software for: Less than 6 months ### "Awesome product! Very Easy to use!" August 24, 2018 5.0 Socket has been awesome to work with. 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 Email tracking feature is a plus! Pros The Ease of the Price Book entry. The template works very well for our needs. The support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us. The support person i have been working with did a few webinar sessions and we went thru all of our questions and she found a way each time to resolve them during that session. We love the email tracking feature. This was a plus for us. Cons I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it. Review Source JP Jake P. President Information Technology and Services Used the software for: 2+ years ### "Socket has been great for the last 4 years." February 23, 2017 5.0 We have been using it for the last 4 years and have loved every minute of it. They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio. Keep up the good work! Pros Easy to use, flexible, turn-key. Cons Not any that they haven't already addressed. Review Source SC Simon C. Sales & Marketing Machinery Used the software for: 6-12 months ### "Best customer service on the market." August 21, 2017 5.0 Pros Powerful 2-way integration with CRMs, examplary customer service, professional looking quotes, easy to use (our salesmen love it) and most of all, they listen to the customers to know which features to add next. Review Source DA Don A. Solutions Expert Telecommunications Used the software for: Less than 6 months ### "And I thought my last quoting package was good..." December 6, 2016 5.0 I have worked with numerous quoting platforms over the years. Each quoting package had a few features that I really liked but never have I experienced a product as well rounded as Socket. The functionality and impeccable support have confirmed this to be the best decision we could have made. Our clients enjoy a clear and easy to understand quotation, the speed at which we are able to respond to quotation requests, and streamline electronic delivery and acceptance. Not only has Socket removed the burden of creating a great quotation, they have simplified the process following order acceptance with payment gateway and CRM integration. Gone are the days of double data entry. Thank you Socket! Pros Ability to support recurring and non-recurring products. Fantastic integration features. Cons Not being able to change the template used when modifying a quote. Review Source CW Chad W. CEO Information Technology and Services Used the software for: Less than 6 months ### "Awesome quoting software" May 23, 2018 5.0 Must quicker , cleaner, easy to read quotes. Pros 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. Cons no cons that we have found so far. Would be nice if the dashboard gave a breakdown between recurring and transactionable - but in the grand scheme of things that is very minor! Review Source AT Andrew T. Director of Sales - United States Used the software for: ### "Socket Experience is good." March 2, 2017 5.0 I highly recommend using Socket. The application is very user friendly, cost effective, and the customer service is top notch. I have worked closely with them and have never been let down. They have made themselves available at moment's notice every step along the way. Customer service is off the charts...5+ stars! Review Source BK Ben K. Chief Magician Used the software for: ### "Socket rocks my sock\[et\]s" January 9, 2012 5.0 I'm a sole proprietor who provides internet services and also sells software licences of different types. By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort. Pros Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses. Cons I haven't received any Socket stickers or free t-shirt, yet. Review Source BL Brittany L. Used the software for: ### "Great product, service, and response time!" January 30, 2017 5.0 I have nothing but positive things to say about Socket. Anytime I have an issue or question, Matt is on it right away with a fantastic response time. The entire product is constantly getting new updates to make it better than the great product it already is. Socket is constantly improving itself for the better and employees are dedicated to delivering satisfactory products. Great software, service, and overall experience. I would recommend Socket to anybody looking for a reliable and professional quote software! Review Source BL Ben L. Director Information Technology and Services Used the software for: 2+ years ### "Simple To Use & CLEAN" November 17, 2021 5.0 Overall, Quoter is my favorite software to work with in my day-to-day. It's quick, provides clean quote templates, and is simple to customize and manipulate. And Quoter has the best support reps I have ever encountered. I am not a glowy review kind of guy... the above comments are well earned. Pros The best part about quoter is the ease of use and how it easily links with our other platforms (PipeDrive, Basecamp, Slack, Autotask) Our rep \[SENSITIVE CONTENT\] is incredibly responsive and super helpful. She has even helped me with PipeDrive issues even though that's not her software! Cons Versions get a bit complex and I can't delete old versions because then I can't copy a quote (which doesn't make sense to me to have to have the original version to copy..) Reports are really just data dumps to excel. I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings). Reason for choosing Quoter This was already implemented when I was brought into Sector 7 Review Source OS Oliver S. Operations Manager Information Technology and Services Used the software for: 2+ years ### "Could not recommend this product enough" February 5, 2021 5.0 As the business grew we needed something that would be scalable and save us time. Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent. The recent release of Optional Items is a great feature which will allow us to upsell items to customers that we wouldn't previously include on the quote. This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time. Pros The product is very easy to use and integrates really well with our other systems. Pricing was very competitive compared to other products and a huge factor was the set monthly fee as opposed to the pricing per user which worked out very expensive when comparing other products. We have a handful of users which only create Quotes very occasionally and we couldn't justify spending the large monthly fee other vendors were quoting. Quoter is simple but does the job amazingly. F Cons I can't think of a single issue we've had throughout the time using it. It works and does the job amazingly for us. Alternatives considered [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)[ConnectWise CPQ](https://www.capterra.com/p/160314/ConnectWise-Sell/) Review Source Tom S. Marketing Manager Renewables & Environment Used the software for: 2+ years ### "We love Socket - Works Great With Infusionsoft" September 19, 2017 5.0 Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft. Pros We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote. The quotes themselves look good and have all the functionality we need to present a professional document to our customers. The Socket technical support is top notch. Cons Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like. Review Source ND Neville D. Director Computer & Network Security Used the software for: 2+ years ### "This could be the centrepiece of your sales/proposals process" November 17, 2021 5.0 We have been with Quoter for several years. Thousands of quotes later it is still an integral part of our sales process and will be for a very long time. Pros Once set up, this software delivers picture perfect quotes effortlessly. It is easy to extend validity and make changes to products and quantities. CRITICAL PRO: The ease of signing up clients for Recurring subscriptions. The software integrates easily with CRMs, Payment portals and so much more. The Multicurrency support is also a huge plus. Everything is effortless and intuitive to set up-you do not need a PhD in software to work this software. And once set up, the system delivers effortlessly year after year after year. Cons Not really. The team at Quoter is active in delivering features that power users desire, and have several releases a year. A recent one where optional line items can be included is a life saver. As well, reporting on a custom basis was also added that made life a lot easier. Review Source MP Michael P. Account Manager Computer Software Used the software for: 2+ years ### "Quoter Review by Mike" November 17, 2021 5.0 I use quoter more than any other software in my day-to-day operations. 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. 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. Review Source JS Jonathan S. Finance Manager Information Technology and Services Used the software for: 6-12 months ### "Quoter helps our small accounts and sales team move things along smoothly " December 9, 2021 5.0 Quoter has been become an essential part of our account management and sales process. We value the continued use of the software. Pros The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes. Cons The product doesn't smoothly import our item and product list from our PSA very well and the communication is only one way. If we make a change on the PSA side to our item or service list, we then have to manually update the Quoter side. As a result, we do not rely on the Quoter item list very much and manually re-build items each time. In addition, there are certain idiosyncracies that we have had to learn to manage (ex. if you process a quote in a certain way, its integration can fail). These are relatively minor cons compared to the value the product provides. Review Source JS Jennifer S. Senior Sales Information Technology and Services Used the software for: 6-12 months ### "Still Learning but like the tool" December 16, 2021 4.0 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 Similar Products Featured ## Related categories [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/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.