Quoter Review, Pricing, Features with Pros and Cons

In this Quoter review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9.1/10 (Expert Score)
Product is rated as #1 in category Quoting Software (CPQ)
9.1Expert Score
Supercharge Your Revenue

Quoter is an innovative sales quoting platform designed to simplify and automate the process of generating quotes. It empowers businesses to create accurate, professional, and customized quotes with ease, saving time and minimizing errors. It streamlines complex calculations and manual tasks.

Customer support
9.1
Value for money
9.1
Ease of use
9.1
Features
9.2
Pros
  • Automates the quoting process
  • User-friendly interface
  • CRM and business tool integration
  • Branding options enhance customer engagement
  • Insightful analytics
Cons
  • The learning curve for new users
  • Overwhelming advanced features
  • Integration requires technical expertise
  • Limited functionality outside of sales quoting

Different kinds of businesses are currently operating all around the world. Few are providing raw materials, few providing finished products, while others are providing services. All of this is done for generating more and more revenue.

But in order to generate revenue, you will first have to sell your products or services to customers. And for this purpose, you will have to buy the required material or items from vendors.

Usually, these kinds of deals are done in bulk. So, you get a quotation for all the needed items. Then you go for purchasing those items.

All that quotation work in the past was done manually. But now you have a platform called Quoter. It has all the tools that are required by businesses to generate quotes. Its features are discussed later on.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Overview

What is Quoter?

Quoter is an innovative platform that revolutionizes the way businesses generate quotes by simplifying complex processes and elevating the overall sales experience. It has the ability to automate and streamline the quoting process.

You can swiftly generate accurate and professional quotes that resonate with clients. This not only saves valuable time but also minimizes the chances of errors. Its user-friendly interface empowers sales teams with the tools to create, customize, and deliver quotes with ease. 

Quoter offers integration with CRM systems and other business tools to ensure a cohesive workflow. Its emphasis on branding and personalization ensures that quotes align with a business’s unique identity and messaging.

It also provides insightful analytics which offer a deeper understanding of quoting process and strategic decision-making. So, Quoter is a game-changer in sales quoting which provides businesses with the means to simplify, automate, and elevate their quoting processes.

Quoter specifications

Features2x Your Customer Lifetime Value / Automated Email Reminders / Better Organization / Boost Revenue / Close More Deals / Cloud Hosted / Manager Approvals / Quote Status Tracking / Recurring & Managed Services / Remove Bottlenecks / Sales Automation / Sales Enablement / Skip the Unnecessary Revision Rounds / Smart Templates & Configurable Products / Speed Matters
Best suited forIndividuals, Small businesses, Mid size businesses
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Live chatYes
Company addressVancouver, British Columbia
Year founded2018

Pricing

Quoter pricing: How much does Quoter cost?

Quoter’s pricing plans offer a range of options to suit diverse business needs. The Basic plan serves as an affordable entry point and is suitable for smaller teams with essential quoting requirements.

The Standard plan presents advanced features for growing businesses, optimizing customization and workflow. The Pro plan elevates capabilities further, catering to larger enterprises by offering enhanced branding and integration options.

The Enterprise plan provides a comprehensive solution, tailored for complex quoting needs, with top-tier customization and dedicated support.

So, you should consider your specific demands, and align them with features offered in the pricing plans of Quoters. And then choose the plan which is most suitable for you.

Pricing rangeFrom $99 to $399 per month
Pricing typesMonthly subscription
Free planYes
Free trialYes
Money back guaranteeNo
Pricing page linkSee plans

Quoter pricing plans

%%tb-image-alt-text%%

Basic Plan ($99/month)

It includes:

  • Unlimited Users
  • Dedicated Support Specialist
  • Multi-factor Authentication
  • PSA & CRM Integrations
  • Distributor Integrations
  • Product Cloud (Etilize
  • Quote Sections
  • Optional Items
  • Discounting (% or $)
  • Tax Engine (supports county taxes
  • Multi-currency Support
  • Online Acceptance & E-Signature
  • Online Payments
  • Quote Revisions
  • Email Merge Fields
  • Cost & Margin Tracking
  • Email Tracking
  • Automated Procurement Pick List

Standard Plan ($199/month)

It includes all the features from the Basic plan, plus:

  • Automated Quote Reminders
  • Bundles

Pro Plan ($299/month)

It includes all the features from the Standard Plan, plus:

  • Single Select
  • Manager Approvals
  • Reporting
  • Avalara Integration
  • SAML SSO

Enterprise Plan ($399/month)

It includes all the features from the Pro Plan, plus:

  • Salesforce Integration
  • Hubspot Integration
  • Multi-Tenant Support

Features

Quoter features: What can you do with it?

Boost Revenue

Quoter enhances revenue by expediting the quoting process which enables faster response times to client inquiries. Swift and accurate quotes not only impress potential clients but also contribute to higher conversion rates which result in increased revenue for businesses.

Remove Bottlenecks

Quoter eradicates bottlenecks by automating complex calculations and processes. This efficiency reduces manual errors, minimizes delays, and ensures a smoother workflow for sales teams.

Manager Approvals

Quoter’s manager approval feature streamlines the approval process for quotes. This ensures that quotes align with company policies and meet required standards before being sent to clients.

Better Organization

Quoter aids in better organization by centralizing quotes and related data. This simplifies retrieval, tracking, and management of quotes which contributes to a more organized and efficient sales process.

Cloud Hosted

Quoter’s cloud-hosted nature provides easy accessibility from anywhere with an internet connection. This facilitates remote work, collaboration, and instant quote generation.

Speed Matters

Quoter’s focus on speed is evident in its automation, templates, and calculations. Rapid quote generation and timely responses to clients improve customer satisfaction.

Sales Enablement

Quoter serves as a sales enablement tool that equips sales teams with the means to create professional quotes quickly. This empowers sales representatives to engage effectively with clients which leads to improved client relationships.

Close More Deals

Quoter’s efficiency, accuracy, and automation contribute to closing more deals. By accelerating the quoting process, providing accurate quotes, and streamlining approvals, Quoter positions businesses to win over clients and secure more successful deals.

Sales Automation

Quoter streamlines sales operations through automation by reducing manual intervention. This feature automates tasks like calculations, approvals, and reminders which allows sales teams to focus on nurturing client relationships and closing deals.

Smart Templates & Configurable Products

Quoter’s smart templates simplify quote creation by offering predefined formats. You can configure products with different attributes and ensure accurate quotes for diverse customer needs without starting from scratch.

Recurring & Managed Services

Quoter caters to businesses offering recurring or managed services. It facilitates quoting for ongoing services, subscription models, and contract renewals which ensures accurate and timely invoicing for continuous client relationships.

Automated Email Reminders

Quoter’s automated email reminders prompt clients to review and accept quotes. This minimizes delays, enhances communication, and encourages timely responses.

Quote Status Tracking

Quoter’s status tracking feature keeps sales teams updated on the progress of each quote. This allows teams to prioritize follow-ups and ensures that quotes move efficiently through the pipeline.

2x Your Customer Lifetime Value

Quoter’s efficiency and accuracy contribute to higher customer satisfaction, loyalty, and repeat business. This enhanced customer experience can lead to increased customer lifetime value.

Skip the Unnecessary Revision Rounds

Quoter’s accurate quotes and customization options reduce the need for multiple quote revisions. This speeds up the negotiation process and minimizes potential misunderstandings.

Conclusion

Quoter review: Why you should use it?

Quoter with its streamlined automation, user-friendly interface, and integration capabilities, enhances efficiency and accuracy in generating quotes. It emphasizes on branding and personalization which shows its commitment to strengthening customer relationships.

Its insightful analytics empower businesses with data-driven insights for strategic decision-making. Its diverse pricing plans, accommodate businesses of varying sizes and needs which makes it a versatile tool.

So, we can conclude that for those seeking to optimize their quoting processes and elevate their sales endeavors, Quoter is an asset that propels businesses towards efficiency, accuracy, and success. Subscribe to any of its plans now, and start enjoying all the features that it offers.

FAQ

Frequently Asked Questions

Quoter Review, Pricing, Features with Pros and Cons
Quoter Review, Pricing, Features with Pros and Cons

Ciroapp
Logo
Quoter Review
Why not giving it a try?
Visit Quoter
9.1 / 10