Quoter Reviews

We were using Excel spreadsheets for quoting, and as you can imagine, that came with a lot of user errors. Quoter changed the game for us. It syncs perfectly with our PSA tool, is simple to use, and we can trust the data that it is pulling/pushing from our different distributors and PSA tool.

It does not have all of our distributors.

E-Signature. Our clients love having this option. They also like being able to select optional items on the quote.

Accuracy. Quoter makes our quoting process so much more accurate than it was before

Approval Policies. We like being able to have an approval policy in place so our Sales Consultants have to have approval in certain scenarios

meant to give prices to customers and you can see when the customer has seen the price

cannot change company / name after it has been sent

easy and quick to use, as well as later adjustments

Save time creating quotes. Managing and creating quotes are a snap. No longer needing to mess around with a word document.

Searching for products. When searching vendors, not always displaying relevant results.

Improve sales process.

I love that it's flexible and intuitive. Quote templates are easy to set up and their support is friendly and responsive.

I wish the body of the template (cover letter) was a bit easier to manipulate and change but it's not a big issue for us.

Quoter allows for users to bring in items that are not on the template. This makes it easier for the team to use for a variety of quoting purposes.

Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features!

Can't think of anything that I dislike about Quoter!

It helps us manage consistent quotes, great for pipeline management, automated folllowup reminders to prospects that haven't responded to a quote

Quoter allows me to cerate quotes customers understand and easily follow. The customers are able to quickly understand the MRC vs NRC line items and any special charges that are associated with them. And goodness is it nice having the line item details the customer can reference while they are reviewing the quote! And then the DocuSign approval process is so smooth and secure. Quoter is fantastic!

Anything that can be done to make importing services/equipment for product catalog and also tieing to current inventory, would be very helpful. Also, get me as much as you can on how Quoter can be used with API's to Quoter and from Quoter.

Quoter helps our customers see we are professional and that we respect our and their privacy and communications security. Quoter represents our services and products and takes nothing away from how we deliver them and market them.

Easy quoting and maintaining product database.

Great integration with Salesforce

Good integration with Stripe

Good integration with Quickbooks

Reasonably priced for a small business.

Stripe integrations could break out products for invoicing instead of creating an invoice for the whole amount.

Everything else is pretty great, so no other wishes.

It is the center of my tech stack for quote to cash, and as such, it is really easy to use. I nearly always create the customer in it instead of Salesforce because it is easier.

Quoters is one of the industry leading proposal software. I like how it intergrates with Autotask and Quickbooks Online. This makes quoting very easy to do.

I do not like the limitations in the integration. It would be nice if the platform had an integration with vendors such as Pax8 or Ingram.

It is allowing me to get quotes and proposals out efficiently and effectively.

Using templates to create new quotes with the option to add additional items and customization really streamlines the quoting process

I would like to see more options for sorting quotes in the main dashboard

Allows us to turn around quoting opportunities with great speed and efficiency. It also streamlines the process for getting a signed contract along with the order.

Easy and intuitive to use, great integrations, and the support and responsiveness is off the charts!

Quoter does what we need it to do, and it is being enhanced to include future anticipated needs.

We can quickly get pricing proposals in front of customers and collect their approval, as well as sync to our projet software.