# Page 2 | Quoter Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Quoter ## Showing most helpful reviews Showing 26-50 of 54 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MS Michael S. IT Sales Account Manager Information Technology and Services Used the software for: 1-2 years ### "This software is so good, I offered to film a video testimonial." December 20, 2021 5.0 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 KR Kevin R. Sales Sporting Goods Used the software for: 2+ years ### "Using Quoter System" November 17, 2021 5.0 Pros Easy to do multiple quotes, save drafts. Look up past customers, old quotes. Cons At first not being able to find everything. Also taxes, it would be great if tax rate was attached to the quote. Review Source SC Simon C. Procurement Manager Furniture Used the software for: 2+ years ### "Quoting made easy" December 14, 2021 4.0 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 AB Azzra B. Account Manager Information Technology and Services Used the software for: 2+ years ### "MSPs this is the quoting tool for you!" December 10, 2021 4.0 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 SP Sandra P. Partner Design Used the software for: 1-2 years ### "Presentation is key!" November 17, 2021 5.0 We started with SocketApp and that was serving us well. But each time I would have a pain point or wish for an added functionality Quoter added that on! They really listen to the customers needs. In a world of online sales there are many companies that work on large proposals through quoting only- thank you Quoter for not forgetting about us! Pros All our sales, and sometimes the first representation of our company begins with a Quote. Quoter has helped our company present our products in an organized and professional way. Cons We wish we could search and get data on items (sku's) that have been quoted. Review Source DC David C. President Information Technology and Services Used the software for: 2+ years ### "Easy to use, easy to implement and priced right!" September 26, 2018 5.0 We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product. Pros The initial setup time and template creation is quick and easy. Copying templates are simple, adding items on the fly easy and the summary section of the quote pricing is perfect. Overall a really easy to use tool that provides great looking quotes. Cons The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items. Review Source NK Nancy K. Hanwha Wisenet STEP Partner Security and Investigations Used the software for: 2+ years ### "Socket Quoting Program Review" June 26, 2018 2.0 Pros The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy. Cons Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote. So if customers needed line item pricing, they had to do math on the individual lines. Review Source KL Karen L. Key Account Project Manager Information Technology and Services Used the software for: 2+ years ### "Likehood" December 14, 2021 5.0 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 LH Louise H. IT Service Coordinator Computer Networking Used the software for: 1-2 years ### "Customer Support is great" December 13, 2021 4.0 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 Lacretta J. Co-Owner & VP, Technical Services Information Technology and Services Used the software for: Less than 6 months ### "Socket is Outstanding" November 23, 2018 5.0 I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time. Pros \- Deeply customizable for crafting beautiful proposals and quotes via templates. - One of the best Customer Service teams that I've had the pleasure of working with; - Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data. - Built-in Esignature and quote acceptance Cons There is nothing that I dislike - Socket does everything that we need it to do. Review Source GW Gord W. President Used the software for: ### "Socket Streamlines OnLine Quoting and Ordering for GPS Commander" February 1, 2012 5.0 GPS Commander provides GPS Tracking systems to commercial organizations throughout North America. As most of our business comes directly as a result of our website at www.gpscommander.com, we strive to make our product and pricing information as accessible and easy to follow as possible for prospective new customers. The GPS tracking business is ultra competitive, so we believe that having a friendly, accurate and professional online presence is a key to our success. For these reasons, we chose Socket's online quoting software solution for its unique ability to combine professional automated customer quotations with full eCommerce capability. Socket has become a key part of our business due to its ability to generate and track all of our online quotations and leads, as well as its ability to facilitate online orders. It even integrates to our CRM program for lead tracking. Another key benefit is Socket's ability to automate our recurring credit card transactions each month. Pros With Socket, it takes very little time to build custom quotation templates that streamline and automate the process of creating customer quotations. We like the fact that some templates can be publicly accessed while others are privately accessed. Cons We really have nothing to complain about in terms of the program, which has been 100% reliable. The management people at Socket have also been very open to suggestions and as a result, we see improvements and enhancements being added each month. Review Source DB Dagmar B. Funding Strategist Used the software for: 6-12 months ### "the support is amazing, absolutely helpful and fast although we are in different time zones" August 27, 2017 5.0 Pros My clients get a quote immediately, I have all the contact details and it is connected to my Convertkit, so I am in contact with my potential clients, easy to set up, easy to embed on my website, follow up notes in the system, so we can call them a couple of times and know what we discussed the last time, Cons I sometimes need to search for things, when I want to change things, I would like to have a possibility to email all the customers, who did not pay to send an email at once. Review Source VR Verified Reviewer Managing Director Computer Software Used the software for: I used a free trial ### "Not bad" October 4, 2015 2.0 We sell configurable product, boats, trailers and motors, so the CPQ side of things was important, ability top select a number of options and have a proposal with a Photo produced in seconds not hours is important, while at the same time constraining the options to only those that are valid. e.g. the Transom will only support a maximum HP and Weight Pros Easy to use, pretty easy to configure Easy to integrate with maichimp Cons The rendering engine is a 3rd party and it does not insert page breaks and if a photo is too large then it completely screws up the output, or inserts many (15) blank pages. You cannot build rules, e.g. if weight of engine is greater than the max then display an alert. You can update the Parent prices via a csv file but you cannot upload the child parts (even if they have a SKU via an upload) this would save 100's of hours when a new price book is released. Review Source VR Verified Reviewer Chairman Computer Software Used the software for: Less than 6 months ### "Ease of integration, ease of use, amazing support" June 1, 2018 4.0 Fast integration, improve user experience with a professional online quoting tool, and at the right price Pros The team is flexible and made changes to support our requirements, the product is easy to use and easy to setup, the integrated signature module is a great feature Cons You still have to work the way the product was designed so we had to adapt our process to fit Socket in some cases. But for the price, it worth it! Review Source MH Michael H. Network Engineer Computer & Network Security Used the software for: Less than 6 months ### "A stellar product with superior support personnel to back it up. " April 2, 2020 5.0 Pros Simple - Intuitive - we look for features that would be even more helpful and come to find out they are already built into the Quoter platform. Can't say enough about \[SENSITIVE CONTENT HIDDEN\]. There hasn't been a single question our team has brought to her during an appointment that she hasn't been able to answer and educate us further on the platform in minutes. A product is only as good as the support to back it - and Quoter wins on both sides. Cons Nothing we can find yet that isn't an improvement on our old software. Review Source MM Mark M. Marketing Consultant Renewables & Environment Used the software for: 1-2 years ### "Overall great experience with this software & support. It makes generating quotes easy and fast." September 20, 2017 5.0 Ability to easily make fast, accurate quotes for our prospects and customers. Pros Customer support! Whenever we've had a question, customer support from Socket has provided us with clear, useful, quick and accurate responses. The Socket staff has been very accommodating to our needs along the way. We feel we can depend on them and they are easy to get in contact with. We also like that the product integrates with our Infusionsoft CRM software. Cons It's a little bit clunky as far as doing specialized formatting. It was a challenge to add our tightly formatted standard terms & conditions page to the end of the quote; but again, with Socket's help, we were successful in accomplishing it. They also assisted with formatting a specialized cover page using our logo. Review Source DB Doug B. Sales Manager Hospitality Used the software for: Less than 6 months ### "Pleased with Quoter!" August 19, 2020 5.0 Been very helpful on support - sent loads of questions, and \[SENSITIVE CONTENT HIDDEN\] can't answer it she puts it forward as a future suggestion. Quick in replying - thank you and well done! Pros Very quick to pick up and run with - creates quick and simple quotes that present well to the customer Cons Would like to see the margins on a revised quote but this sounds like something Quoter are working on! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed something linked to pipedrive our CRM system. Review Source AG Alexis G. General manager Consumer Services Used the software for: Less than 6 months ### "Amazing product and even better customer service" March 18, 2017 5.0 I can't say enough good things about this product and customer experience!! From the first moment I started using Socket, the team was helpful, friendly, and very willing to teach me how to use socket to optimize my business. The more I use it, the more I like it! There are so many capabilities to this software so the possibilities for tailoring my quotes/invoices are limitless! I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support. Pros There was the so many capabilities which is exciting because the invoices can be very tailored to your business! The invoice itself looks professional and very tailored to each project/proposal, etc! Cons Very rarely there are some formatting issues but these get to the solved quickly with their amazing customer support Review Source DC Danielle C. Sales Team Used the software for: ### "Easy to configure. Easy to implement. Attentive and proactive assistance. " October 13, 2015 5.0 After years of Word and Excel quotes. I HAD enough! I was determined to find a tool that was easy to initially set up and configure for complex quotes and easy for the sales team to use. Upon first use, I was immediately impressed with their outstanding support and the tool's flexibility. Our three person sales team generates up to 5 complex quotes per day. The Socket Team has created a tool that allows us to create complex quotes in a few button clicks! Initial configuration was very easy, about a day's work. The interface is intuitive and clean. There has not been a situation where I could not configure the quote to my exact needs or the customer requirements. Every time I ask the support team a question, I get an immediate response. Every morning I open Socket and Highrise. I create quotes in Socket and track correspondence and tasks in Highrise. The combination of these two tools gives us quote history, a chain of customer correspondence, and action items. Going back to Word or Excel would be like cutting off the sales team's arms, hands and legs!! Socket has given me HOURS more that I spend on maintaining our prospective customers. Review Source JL Jack L. Insurance Used the software for: Less than 6 months ### "Absolutely amazing." August 31, 2016 5.0 Looking for a flexible online quoting solution I researched a lot of options, as most of you would. Socket seemed to have everything I needed, so I tried it out. The response time of the sales and service team was exceptional. And even though I only initially signed up for the low end plan, they treated me like a high end client - going so far as to expand one of the data entry fields because I kinda sorta thought it didn't quite suit me. I have never seen that level of customization and willingness to make change - and they did it in about an hour. I couldn't even get my own IT team to respond that fast to me. Pros It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen. Cons I honestly cannot say - everything that was not perfect they fixed and tailored to me. Review Source GJ Geoff J. Director and Owner Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Flexibility and Zoho Integration like no other quoting tool" March 23, 2017 5.0 Looked at over 10 quote tools online and all of them did not provide enough flexibility. We did not want to change the way we did business to meet many of the online quote tools. SocketApp has a solid foundation for quoting just about anything. We use Zoho as our CRM and the integration was key to our decision to use Socket App. SocketApp has excellent support, whenever I call I always get through to someone which is paramount for a small business. Pros flexibility and integration with Zoho. took me almost no time to generate quotes right away with no training. Cons It's expensive for a one person company, pricing model is based upon number of quotes generated rather than a per user all in price. Review Source RV Ross V. Operations Manager Information Technology and Services Used the software for: Less than 6 months ### "Average but does the needed" October 4, 2019 4.0 Overall experience has been average, the product is let down by the terrible support. Pros The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it. Cons There have been a couple of technical issues which support has been very slow in resolving which is for us the biggest issue. Review Source NA Neal A. Principal, Director of Operations Information Technology and Services Used the software for: 6-12 months ### "Just what we needed." November 29, 2018 5.0 Socket has allowed us to streamline our quoting process by reducing time and providing a centralized place to manage the data. The ability to see quote margins is very helpful. Pros Easy to manage product list. Building a basic quote template is a straight-forward process. With just a little help from support, you can create a customized template to produce professional proposals. Cons Using the search criteria to add items to a quote requires knowing the name (or part of the name) of the item. Review Source BL Brian L. Used the software for: ### "Great quoting tool" November 3, 2016 4.0 The company stands behind their product. They work with you to make sure you are well trained and able to implement the software into your business. The quotes are very high quality and customers are really impressed when they get them. The improvements in the integration with CRM's makes it an even better value. Pros Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great. Cons The additional cost for a company that does a high volume of quotes in another CRM makes it tough. The CRM integration is improving, but still requires too many moving pieces to the sales process. Review Source JP Jone P. Office Assistant Used the software for: Less than 6 months ### "Quick and easy to use. " July 24, 2018 4.0 Pros It is very easy to use Socket for quotes, very straight forward. Also makes it easy for our company to track the process of acceptance and payment of quotes. Cons I have not yet experienced any problems with the software. I have only used it for less that 6 months, but I am very happy with it so far. Review Source Similar Products Featured