SM
Scott McLaren
Quoter Review - Excellent
The ability to track that the quote was opened and to add options to the quote. We are also able to add bundles that provides us the ability to not miss an item in our quotes that should be added.
SM
Scott McLaren
Quoter Review - Excellent
The ability to track that the quote was opened and to add options to the quote. We are also able to add bundles that provides us the ability to not miss an item in our quotes that should be added.
May 3, 2022
May 3, 2022
Ben Lightner
Simple quoting tool with live support to back it up!
Out of the plethora of positive aspects to Quoter, the best feature is the support reps that back up the software. Anytime I run into a question or issue, I can get in touch with our support rep (Jennifer) and she quickly and effectively sheds light to the preexisting solution or a workaround.
Ben Lightner
Simple quoting tool with live support to back it up!
Out of the plethora of positive aspects to Quoter, the best feature is the support reps that back up the software. Anytime I run into a question or issue, I can get in touch with our support rep (Jennifer) and she quickly and effectively sheds light to the preexisting solution or a workaround.
Apr 26, 2022
Apr 26, 2022
Corey Robert
So much faster than Connectwise Sell
It's fast and super easy to use. I was up and running in a matter of minutes.
Corey Robert
So much faster than Connectwise Sell
It's fast and super easy to use. I was up and running in a matter of minutes.
Apr 8, 2021
Apr 8, 2021
J
Jonathan S.
Finance Manager
Quoter helps our small accounts and sales team move things along smoothly
The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes.
J
Jonathan S.
Finance Manager
Quoter helps our small accounts and sales team move things along smoothly
The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes.
Dec 9, 2021
Dec 9, 2021
Jeff Brayer
Quoter has been a significant upgrade to the prior solution we were using which made it incredibly difficult to format the proposal. Quoter easily allows us to present a clean, simplified communication of what the customer is ordering. It saves our purchasing team and our sales team time which they are not reinvesting into the business allowing us to get more work out of each day.
Jeff Brayer
Quoter has been a significant upgrade to the prior solution we were using which made it incredibly difficult to format the proposal. Quoter easily allows us to present a clean, simplified communication of what the customer is ordering. It saves our purchasing team and our sales team time which they are not reinvesting into the business allowing us to get more work out of each day.
Dec 29, 2022
Dec 29, 2022
CW
Chad Winfield
Streamlined our quoting and ordering process!
The most helpful part for us has been the ability for our customers to accept and pay for a quote via the PDF or web-link. In the past we used Microsoft Dynamics CRM, which didn't have this function. We had to manually collect credit card info, which not only took extra time and was an extra step in the ordering process for our customers but also was a potential liability for us having to store that info.
CW
Chad Winfield
Streamlined our quoting and ordering process!
The most helpful part for us has been the ability for our customers to accept and pay for a quote via the PDF or web-link. In the past we used Microsoft Dynamics CRM, which didn't have this function. We had to manually collect credit card info, which not only took extra time and was an extra step in the ordering process for our customers but also was a potential liability for us having to store that info.
Apr 26, 2022
Apr 26, 2022
Antwine Jackson
Quoter Rocks!
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.
Antwine Jackson
Quoter Rocks!
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.
May 9, 2023
May 9, 2023
L
Louise H.
IT Service Coordinator
Customer Support is great
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
L
Louise H.
IT Service Coordinator
Customer Support is great
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
Dec 13, 2021
Dec 13, 2021
KR
Klauber Walz Rocha
Productive
Easy to use, looks professional, and makes my work more productive.
KR
Klauber Walz Rocha
Productive
Easy to use, looks professional, and makes my work more productive.
May 11, 2023
May 11, 2023
Verified User in Furniture
Incredible customer service
Quoter's robust item management, quoting interface and integration with other software is perfect, but we would not have chosen to use Quoter otherwise. What has really pleased us about Quoter is their customer service - all questions and requests have been dealt with promptly and new functionality has been added / changed in line with our requirements.
Verified User in Furniture
Incredible customer service
Quoter's robust item management, quoting interface and integration with other software is perfect, but we would not have chosen to use Quoter otherwise. What has really pleased us about Quoter is their customer service - all questions and requests have been dealt with promptly and new functionality has been added / changed in line with our requirements.
May 3, 2022
May 3, 2022
Tim Ault - DSCE, DSSP
Quoter makes delivering and tracking quotes easy
Delivery, open, and bounce notifications and integration to HubSpot.
Tim Ault - DSCE, DSSP
Quoter makes delivering and tracking quotes easy
Delivery, open, and bounce notifications and integration to HubSpot.
Apr 27, 2022
Apr 27, 2022
Zach Hart
Quoter has given us the platform to create and deliver proposals that then are easily synced into our PSA to create projects and purchase orders. We have been very happy with this platform.
Zach Hart
Quoter has given us the platform to create and deliver proposals that then are easily synced into our PSA to create projects and purchase orders. We have been very happy with this platform.
Mar 9, 2023
Mar 9, 2023
Tamara Field
Great product and great support
We did a lot of research, and Quoter was the only software that allowed us to break down our quotes by monthly versus one-time costs. Love the ease of use and the price. Integrates nicely with Zoho CRM as well.
Tamara Field
Great product and great support
We did a lot of research, and Quoter was the only software that allowed us to break down our quotes by monthly versus one-time costs. Love the ease of use and the price. Integrates nicely with Zoho CRM as well.
May 9, 2023
May 9, 2023
WT
William Tazelaar
Fast, simple and reliable
The ability to remember the names and addresses of re-quotes to my customers. Many find the timing to be very fast and accurate, I think the ease of the system is outstanding
WT
William Tazelaar
Fast, simple and reliable
The ability to remember the names and addresses of re-quotes to my customers. Many find the timing to be very fast and accurate, I think the ease of the system is outstanding
May 12, 2023
May 12, 2023
Katherine Gray
Our quoting process is completely streamlined now with the implementation of Quoter. It is saving us a ton of manual entry time Our quotes now all look the same as far as formatting goes, and the ability for the customer to digitally sign their quotes has been a game changer. The customer can also choose if they want to add any option items so we can now upsell different equipment and peripherals.
Katherine Gray
Our quoting process is completely streamlined now with the implementation of Quoter. It is saving us a ton of manual entry time Our quotes now all look the same as far as formatting goes, and the ability for the customer to digitally sign their quotes has been a game changer. The customer can also choose if they want to add any option items so we can now upsell different equipment and peripherals.
Oct 13, 2022
Oct 13, 2022
Craig Hickman
Success Through Simplicity
Fast and easy access. We can quickly log into Quoter.com and review active quotes, create new ones, and revise existing ones with just a few clicks.
Craig Hickman
Success Through Simplicity
Fast and easy access. We can quickly log into Quoter.com and review active quotes, create new ones, and revise existing ones with just a few clicks.
Apr 26, 2022
Apr 26, 2022
AW
Alex Wilkins
Quoter is a simple platform to create powerful beautiful quotes in less than 60 seconds
Being able to quote an entire project, contract or hardware within 60 seconds or less is a huge bonus for us. Using their templating system and custom items we can send out an agreement for a new client within one minute without leaving the platform. All of the information is synced to our ERP for easy project tracking and deployment
AW
Alex Wilkins
Quoter is a simple platform to create powerful beautiful quotes in less than 60 seconds
Being able to quote an entire project, contract or hardware within 60 seconds or less is a huge bonus for us. Using their templating system and custom items we can send out an agreement for a new client within one minute without leaving the platform. All of the information is synced to our ERP for easy project tracking and deployment
May 9, 2022
May 9, 2022
Jonathan Seib
Easy to use and integrate into business processes, improves business development turnaround.
Quoter is an intuitive, easy-to-use tool that makes quote building quick. Client engagement tracking improves follow-up/communication decisions. Easy template creation and updating processes make it easy to continually keep quotes and agreements relevant and save time on future quotes. Quote options and features make it easy for clients to engage and accept quotes. Integrations with other tools are critical to our overall business development process and Quoter works well with our PSA.
Jonathan Seib
Easy to use and integrate into business processes, improves business development turnaround.
Quoter is an intuitive, easy-to-use tool that makes quote building quick. Client engagement tracking improves follow-up/communication decisions. Easy template creation and updating processes make it easy to continually keep quotes and agreements relevant and save time on future quotes. Quote options and features make it easy for clients to engage and accept quotes. Integrations with other tools are critical to our overall business development process and Quoter works well with our PSA.
Apr 29, 2022
Apr 29, 2022
RR
Richard Roth
Great tool for fast quotes and order acceptance
Using templates to create new quotes with the option to add additional items and customization really streamlines the quoting process
RR
Richard Roth
Great tool for fast quotes and order acceptance
Using templates to create new quotes with the option to add additional items and customization really streamlines the quoting process
May 9, 2023
May 9, 2023
Scott McClelland
Quoter Does The Heavy Lifting
Easy and intuitive to use, great integrations, and the support and responsiveness is off the charts!
Scott McClelland
Quoter Does The Heavy Lifting
Easy and intuitive to use, great integrations, and the support and responsiveness is off the charts!
May 9, 2023
May 9, 2023
ML
Monty Lambie
Quoter Review
Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features!
ML
Monty Lambie
Quoter Review
Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features!
May 11, 2023
May 11, 2023
JN
Justin Nicholes
Quick, easy quoting.
Easy to use. Templates make quoting time very short. I like the analytics it shows for your quotes created. Easy to upload price changes and new products. The descriptions also look great for products on quotes.
JN
Justin Nicholes
Quick, easy quoting.
Easy to use. Templates make quoting time very short. I like the analytics it shows for your quotes created. Easy to upload price changes and new products. The descriptions also look great for products on quotes.
May 11, 2023
May 11, 2023
LB
Liam Burke
Quoter - A world class SaaS solution for MSP's
The simplicity of the solution and user interface experience makes it almost intuitive to new users working on quoter for the first time. This means we spend less time on training new sales staff and more time selling! The support and product development is also next level - if there is something that quoter isn't able to do for you, the team will go out of their way to build it into the next release of the product - they are amazing!
LB
Liam Burke
Quoter - A world class SaaS solution for MSP's
The simplicity of the solution and user interface experience makes it almost intuitive to new users working on quoter for the first time. This means we spend less time on training new sales staff and more time selling! The support and product development is also next level - if there is something that quoter isn't able to do for you, the team will go out of their way to build it into the next release of the product - they are amazing!
Apr 26, 2022
Apr 26, 2022
N
Neville D.
Director
This could be the centrepiece of your sales/proposals process
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.
N
Neville D.
Director
This could be the centrepiece of your sales/proposals process
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.
Nov 17, 2021
Nov 17, 2021
Anthony Healey
Very user friendly and our staff adapted to the user functions easily.
Ease of use and being able to access our quotes on the cloud.
Anthony Healey
Very user friendly and our staff adapted to the user functions easily.
Ease of use and being able to access our quotes on the cloud.
Apr 26, 2022
Apr 26, 2022
Cary Wagner
Quoting out of Autotask is a massive PITA! Really, it is. For as long as Autotask has been around, I would've thought they would be much farther along with handling contracts, quoting, etc. Quoter is a Godsend! The first time I used it, I won't say it wasn't a little bit of a learning curve, BUT it was still far easier and faster than trying to do it in Autotask.
Cary Wagner
Quoting out of Autotask is a massive PITA! Really, it is. For as long as Autotask has been around, I would've thought they would be much farther along with handling contracts, quoting, etc. Quoter is a Godsend! The first time I used it, I won't say it wasn't a little bit of a learning curve, BUT it was still far easier and faster than trying to do it in Autotask.
Nov 15, 2022
Nov 15, 2022
M
Michael P.
Account Manager
Quoter Review by Mike
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.
M
Michael P.
Account Manager
Quoter Review by Mike
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.
Nov 17, 2021
Nov 17, 2021
Mike Murphy
Best Quote I’ve used in VAR/MSP space
Pulls pricing and images from multiple distributors like Ingram, Tech Data, etc.
Seamless integration with Connectwise Manage.
Pricing is awesome. We cut out costs of Connectwise sell from a couple hundred dollars per month to $200 with Quoter.
Creating quote templates is super easy. The quotes look really professional to.
We also like the e-signature option. It makes getting approvals super easy.
Mike Murphy
Best Quote I’ve used in VAR/MSP space
Pulls pricing and images from multiple distributors like Ingram, Tech Data, etc.
Seamless integration with Connectwise Manage.
Pricing is awesome. We cut out costs of Connectwise sell from a couple hundred dollars per month to $200 with Quoter.
Creating quote templates is super easy. The quotes look really professional to.
We also like the e-signature option. It makes getting approvals super easy.
Apr 27, 2022
Apr 27, 2022
Kevin Crothers
Quoter saves the day!
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!
Kevin Crothers
Quoter saves the day!
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!
May 12, 2023
May 12, 2023
J
Jennifer S.
Senior Sales
Still Learning but like the tool
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
J
Jennifer S.
Senior Sales
Still Learning but like the tool
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
Dec 16, 2021
Dec 16, 2021
S
Simon C.
Procurement Manager
Quoting made easy
We used to use an excel spreadsheet to complete our quotes - this made everything so much faster and easier!
S
Simon C.
Procurement Manager
Quoting made easy
We used to use an excel spreadsheet to complete our quotes - this made everything so much faster and easier!
Dec 14, 2021
Dec 14, 2021
OS
Oliver Smith
Quoter - Highly recommended to any company wanting to send slick, professional quotes.
There are several things we like with Quoter since using it for the last 3+ years
1) Ease of us - it is very easy to use and within minutes we can produce very professional quotes which previously took us 15/20 minutes for every quote
2) Integration with Autotask - we use the integration with our CRM Autotask heavily and this works well. All customers/contacts are pulled from Autotask and if they don't exist they are pushed into Autotask and created as new companies. Quotes sync as opportunities and then when won we convert them into Projects/Tickets for action by our team. This works really well.
3) Support - although we don't have to contact Quoter often, when we do we always receive prompt responses and they are very knowledgeable and helpful.
OS
Oliver Smith
Quoter - Highly recommended to any company wanting to send slick, professional quotes.
There are several things we like with Quoter since using it for the last 3+ years
1) Ease of us - it is very easy to use and within minutes we can produce very professional quotes which previously took us 15/20 minutes for every quote
2) Integration with Autotask - we use the integration with our CRM Autotask heavily and this works well. All customers/contacts are pulled from Autotask and if they don't exist they are pushed into Autotask and created as new companies. Quotes sync as opportunities and then when won we convert them into Projects/Tickets for action by our team. This works really well.
3) Support - although we don't have to contact Quoter often, when we do we always receive prompt responses and they are very knowledgeable and helpful.
Apr 29, 2022
Apr 29, 2022
M
Michael S.
IT Sales Account Manager
This software is so good, I offered to film a video testimonial.
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.
M
Michael S.
IT Sales Account Manager
This software is so good, I offered to film a video testimonial.
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.
Dec 20, 2021
Dec 20, 2021
A
Azzra B.
Account Manager
MSPs this is the quoting tool for you!
User friendly, easy to use and great customer service from their team
A
Azzra B.
Account Manager
MSPs this is the quoting tool for you!
User friendly, easy to use and great customer service from their team
Dec 10, 2021
Dec 10, 2021
B
Bruce P.
Managing Director
Simple and fast quoting
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.
B
Bruce P.
Managing Director
Simple and fast quoting
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.
Jan 28, 2022
Jan 28, 2022
JD
John Drury
Easy implementation.
Quote is simple to use and was easy for us to implement with our existing methods.
JD
John Drury
Easy implementation.
Quote is simple to use and was easy for us to implement with our existing methods.
Apr 27, 2022
Apr 27, 2022
PH
Paul Harmon
Easy to use and understand the product. It also integrates with ConnectWise product catalog
Easy to use and the ConnnectWise integrations.
PH
Paul Harmon
Easy to use and understand the product. It also integrates with ConnectWise product catalog
Easy to use and the ConnnectWise integrations.
May 18, 2023
May 18, 2023
Verified User in Building Materials
Quoter is a powerful business tool.
Access to product data at your fingertips. Templates which make routine tasks easy. Quoter is beautiful to the customer.
Verified User in Building Materials
Quoter is a powerful business tool.
Access to product data at your fingertips. Templates which make routine tasks easy. Quoter is beautiful to the customer.
Apr 27, 2022
Apr 27, 2022
Michael Yosanovich
FinTech Maestro - Freelancer Crusader - Board Member- Problem Solver
A member of our team had an opportunity to see everything that goes on behind the scenes for a major seller in the #metalconstruction/ #buildingmaterials /#prefabconstruction industry that is seeking to streamline their processes and accelerate their builds from the time of purchase to the actual completion date.
They spent a couple of days in an off site " creating customer success" session to best identify an application that will synthesize and aggregate the process as well as evaluate some SAAS to support their objectives
One of the solutions they evaluated is Quoter which is a proposal and quoting software that modernizes B2B sales
Buying a Metal or Prefab building is as popular as ever And the industry is booming
You can buy one that is Fully customizable with thousands of options with delivery and install packages.
Everything seems simple and turnkey when you are shopping on the websites.
However , the supply chain and logistic issues are creating a nightmare operationally
Think of all the steps that have to be completed from the time you order your build:
Put down a deposit and then pay in full or installments 💵 💵
Ordering the building and components 🔧 ⚙️🛠
leveling your ground 🚜🚜🚜
dealing with your municipal permit office 🗃🗞
talking with contractors. 👷🏼♀️👷🏻👷🏻♂️
Or even preparation for DIY. 🔨💵📋
In some cases the time to complete has been delayed between 6 to 9 months
Quoter looks to be a solid solution for reducing that time to build and pulling all those steps forward within one aggregated solution
#business #funding #opportunity #b2b
#success #sales #software #supplychain #contractors
Michael Yosanovich
FinTech Maestro - Freelancer Crusader - Board Member- Problem Solver
A member of our team had an opportunity to see everything that goes on behind the scenes for a major seller in the #metalconstruction/ #buildingmaterials /#prefabconstruction industry that is seeking to streamline their processes and accelerate their builds from the time of purchase to the actual completion date.
They spent a couple of days in an off site " creating customer success" session to best identify an application that will synthesize and aggregate the process as well as evaluate some SAAS to support their objectives
One of the solutions they evaluated is Quoter which is a proposal and quoting software that modernizes B2B sales
Buying a Metal or Prefab building is as popular as ever And the industry is booming
You can buy one that is Fully customizable with thousands of options with delivery and install packages.
Everything seems simple and turnkey when you are shopping on the websites.
However , the supply chain and logistic issues are creating a nightmare operationally
Think of all the steps that have to be completed from the time you order your build:
Put down a deposit and then pay in full or installments 💵 💵
Ordering the building and components 🔧 ⚙️🛠
leveling your ground 🚜🚜🚜
dealing with your municipal permit office 🗃🗞
talking with contractors. 👷🏼♀️👷🏻👷🏻♂️
Or even preparation for DIY. 🔨💵📋
In some cases the time to complete has been delayed between 6 to 9 months
Quoter looks to be a solid solution for reducing that time to build and pulling all those steps forward within one aggregated solution
#business #funding #opportunity #b2b
#success #sales #software #supplychain #contractors
Feb 22, 2023
Feb 22, 2023
M
Michael
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.
M
Michael
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.
Nov 29, 2021
Nov 29, 2021
DK
Douglas Kreitz
Great quoting package with excellent integration points
Easy quoting and maintaining product database.
Great integration with Salesforce
Good integration with Stripe
Good integration with Quickbooks
Reasonably priced for a small business.
DK
Douglas Kreitz
Great quoting package with excellent integration points
Easy quoting and maintaining product database.
Great integration with Salesforce
Good integration with Stripe
Good integration with Quickbooks
Reasonably priced for a small business.
May 11, 2023
May 11, 2023
Vincent Finaldi
Easy to process orders
creating quotes is quick and easy, and its so quick for clients to esign and process new and add on orders. we like fast and simple, simple and fast, smooth like a babys bottom
Vincent Finaldi
Easy to process orders
creating quotes is quick and easy, and its so quick for clients to esign and process new and add on orders. we like fast and simple, simple and fast, smooth like a babys bottom
May 9, 2023
May 9, 2023
Blair Carey, CFA, CPVA
Great Standalone or integrated CPQ solution
It's a flexible system that allows you not only quote your product it allows you to add content to each quote document that can keep the sale going
Blair Carey, CFA, CPVA
Great Standalone or integrated CPQ solution
It's a flexible system that allows you not only quote your product it allows you to add content to each quote document that can keep the sale going
Nov 22, 2018
Nov 22, 2018
Brent G.
VP of Sales
Best experience out of any company offering CRM or Quoting Software. Great Service and Support.
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.
Brent G.
VP of Sales
Best experience out of any company offering CRM or Quoting Software. Great Service and Support.
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.
May 16, 2018
May 16, 2018
Max Avelar
Great Quoting Tool
It is customizable and easy to use. Clean and professional.
Max Avelar
Great Quoting Tool
It is customizable and easy to use. Clean and professional.
Apr 26, 2022
Apr 26, 2022
Alex W.
President
A great product for MSPs to leverage online quoting and signatures
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
Alex W.
President
A great product for MSPs to leverage online quoting and signatures
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
Jun 2, 2021
Jun 2, 2021
M
Mark J.
Senior Technology Consultant
Fantastic and Simple Quoting Platform
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.
M
Mark J.
Senior Technology Consultant
Fantastic and Simple Quoting Platform
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.
Mar 18, 2021
Mar 18, 2021
C
Craig H.
VP of Sales
Quick and Easy
Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.
C
Craig H.
VP of Sales
Quick and Easy
Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.
Nov 17, 2021
Nov 17, 2021
D
Doug B.
Sales Manager
Pleased with Quoter!
Very quick to pick up and run with - creates quick and simple quotes that present well to the customer
D
Doug B.
Sales Manager
Pleased with Quoter!
Very quick to pick up and run with - creates quick and simple quotes that present well to the customer
Aug 19, 2020
Aug 19, 2020
O
Oliver S.
Operations Manager
Could not recommend this product enough
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
O
Oliver S.
Operations Manager
Could not recommend this product enough
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
Feb 5, 2021
Feb 5, 2021
T
Tom S.
Marketing Manager
We love Socket - Works Great With Infusionsoft
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.
T
Tom S.
Marketing Manager
We love Socket - Works Great With Infusionsoft
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.
Sep 19, 2017
Sep 19, 2017
Troy A.
General Manager
Excellent quoting software with capabilities well beyond those of other more expensive options
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.
Troy A.
General Manager
Excellent quoting software with capabilities well beyond those of other more expensive options
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.
Jul 26, 2018
Jul 26, 2018
B
Ben L.
Director
Simple To Use & CLEAN
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!
B
Ben L.
Director
Simple To Use & CLEAN
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!
Nov 17, 2021
Nov 17, 2021
D
David C.
President
Easy to use, easy to implement and priced right!
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.
D
David C.
President
Easy to use, easy to implement and priced right!
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.
Sep 26, 2018
Sep 26, 2018
S
Sandra P.
Partner
Presentation is key!
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.
S
Sandra P.
Partner
Presentation is key!
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.
Nov 17, 2021
Nov 17, 2021
M
Michael H.
Network Engineer
A stellar product with superior support personnel to back it up.
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.
M
Michael H.
Network Engineer
A stellar product with superior support personnel to back it up.
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.
Apr 2, 2020
Apr 2, 2020
G
Gord W.
President
Socket Streamlines OnLine Quoting and Ordering for GPS Commander
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.
G
Gord W.
President
Socket Streamlines OnLine Quoting and Ordering for GPS Commander
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.
Feb 1, 2012
Feb 1, 2012
J
Jake P.
President
Socket has been great for the last 4 years.
Easy to use, flexible, turn-key.
J
Jake P.
President
Socket has been great for the last 4 years.
Easy to use, flexible, turn-key.
Feb 23, 2017
Feb 23, 2017
K
Karen L.
Key Account Project Manager
Likehood
Automatization
K
Karen L.
Key Account Project Manager
Likehood
Automatization
Dec 14, 2021
Dec 14, 2021
S
shannon m.
inside sales
Awesome product! Very Easy to use!
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.
S
shannon m.
inside sales
Awesome product! Very Easy to use!
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.
Aug 24, 2018
Aug 24, 2018
K
Kevin R.
Sales
Using Quoter System
Easy to do multiple quotes, save drafts. Look up past customers, old quotes.
K
Kevin R.
Sales
Using Quoter System
Easy to do multiple quotes, save drafts. Look up past customers, old quotes.
Nov 17, 2021
Nov 17, 2021
M
Mark M.
Marketing Consultant
Overall great experience with this software & support. It makes generating quotes easy and fast.
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.
M
Mark M.
Marketing Consultant
Overall great experience with this software & support. It makes generating quotes easy and fast.
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.
Sep 20, 2017
Sep 20, 2017
D
Dagmar B.
Funding Strategist
the support is amazing, absolutely helpful and fast although we are in different time zones
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,
D
Dagmar B.
Funding Strategist
the support is amazing, absolutely helpful and fast although we are in different time zones
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,
Aug 27, 2017
Aug 27, 2017
A
Alexis G.
General manager
Amazing product and even better customer service
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!
A
Alexis G.
General manager
Amazing product and even better customer service
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!
Mar 18, 2017
Mar 18, 2017
D
Don A.
Solutions Expert
And I thought my last quoting package was good...
Ability to support recurring and non-recurring products. Fantastic integration features.
D
Don A.
Solutions Expert
And I thought my last quoting package was good...
Ability to support recurring and non-recurring products. Fantastic integration features.
Dec 6, 2016
Dec 6, 2016
D
Danielle C.
Sales Team
Easy to configure. Easy to implement. Attentive and proactive assistance.
Oct 13, 2015
J
Jack L.
Absolutely amazing.
It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.
J
Jack L.
Absolutely amazing.
It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.
Aug 31, 2016
Aug 31, 2016
Lacretta J.
Co-Owner & VP, Technical Services
Socket is Outstanding
- 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
Lacretta J.
Co-Owner & VP, Technical Services
Socket is Outstanding
- 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
Nov 23, 2018
Nov 23, 2018
G
Geoff J.
Director and Owner
Flexibility and Zoho Integration like no other quoting tool
flexibility and integration with Zoho.
took me almost no time to generate quotes right away with no training.
G
Geoff J.
Director and Owner
Flexibility and Zoho Integration like no other quoting tool
flexibility and integration with Zoho.
took me almost no time to generate quotes right away with no training.
Mar 23, 2017
Mar 23, 2017
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Simon C.
Sales & Marketing
Best customer service on the market.
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.
S
Simon C.
Sales & Marketing
Best customer service on the market.
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.
Aug 21, 2017
Aug 21, 2017
N
Neal A.
Principal, Director of Operations
Just what we needed.
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.
N
Neal A.
Principal, Director of Operations
Just what we needed.
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.
Nov 29, 2018
Nov 29, 2018
A
Andrew T.
Director of Sales - United States
Socket Experience is good.
Mar 2, 2017
VR
Verified Reviewer
Ease of integration, ease of use, amazing support
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
VR
Verified Reviewer
Ease of integration, ease of use, amazing support
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
Jun 1, 2018
Jun 1, 2018
C
Chad W.
CEO
Awesome quoting software
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.
C
Chad W.
CEO
Awesome quoting software
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.
May 23, 2018
May 23, 2018
R
Ross v.
Operations Manager
Average but does the needed
The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it.
R
Ross v.
Operations Manager
Average but does the needed
The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it.
Oct 4, 2019
Oct 4, 2019
B
Brian L.
Great quoting tool
Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great.
B
Brian L.
Great quoting tool
Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great.
Nov 3, 2016
Nov 3, 2016
J
Jone P.
Office Assistant
Quick and easy to use.
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.
J
Jone P.
Office Assistant
Quick and easy to use.
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.
Jul 24, 2018
Jul 24, 2018
B
Brittany L.
Great product, service, and response time!
Jan 30, 2017
C
Cary Y.
Director of Sales
WOW! So Fast and Flexible!
May 17, 2016
B
Ben K.
Socket rocks my sock[et]s
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.
B
Ben K.
Socket rocks my sock[et]s
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.
Jan 9, 2012
Jan 9, 2012
B
Ben K.
Chief Magician
Socket rocks my sock[et]s
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.
B
Ben K.
Chief Magician
Socket rocks my sock[et]s
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.
Jan 9, 2012
Jan 9, 2012
R
Radndy C.
Sales
OUTSTANDING PROGRAM
This program is easy to set up and even easier to use. The support from the reps is unmatched. I would 100% recommend this program to anyone.
R
Radndy C.
Sales
OUTSTANDING PROGRAM
This program is easy to set up and even easier to use. The support from the reps is unmatched. I would 100% recommend this program to anyone.
Jan 17, 2018
Jan 17, 2018
J
JR S.
Excellent Service
Apr 13, 2017