SM
Scott McLaren
G2
Verified user

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
G2
Verified user

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

user avatar
Corey Robert
G2
Verified user

So much faster than Connectwise Sell

It's fast and super easy to use. I was up and running in a matter of minutes.
user avatar
Corey Robert
G2
Verified user

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

CW
Chad Winfield
G2
Verified user

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
G2
Verified user

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

user avatar
Kevin Crothers
G2
Verified user

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!
user avatar
Kevin Crothers
G2
Verified user

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

user avatar
Antwine Jackson
G2

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.
user avatar
Antwine Jackson
G2

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

Capterra
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

Capterra
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

over 2 years ago

over 2 years ago

K
Klauber Walz Rocha
G2
Verified user

Productive

Easy to use, looks professional, and makes my work more productive.
K
Klauber Walz Rocha
G2
Verified user

Productive

Easy to use, looks professional, and makes my work more productive.

May 11, 2023

May 11, 2023

Zach Hart

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

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.
company logo

Mar 9, 2023

company logo

Mar 9, 2023

user avatar
Tamara Field
G2
Verified user

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.
user avatar
Tamara Field
G2
Verified user

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
G2
Verified user

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
G2
Verified user

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

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

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.
company logo

Oct 13, 2022

company logo

Oct 13, 2022

user avatar
Craig Hickman
G2
Verified user

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.
user avatar
Craig Hickman
G2
Verified user

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
G2
Verified user

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
G2
Verified user

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

user avatar
Jonathan Seib
G2
Verified user

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.
user avatar
Jonathan Seib
G2
Verified user

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
G2

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
G2

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

user avatar
Scott McClelland
G2
Verified user

Quoter Does The Heavy Lifting

Easy and intuitive to use, great integrations, and the support and responsiveness is off the charts!
user avatar
Scott McClelland
G2
Verified user

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
G2
Verified user

Quoter Review

Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features!
ML
Monty Lambie
G2
Verified user

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

J
Justin Nicholes
G2
Verified user

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.
J
Justin Nicholes
G2
Verified user

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
G2
Verified user

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
G2
Verified user

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

Capterra
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

Capterra
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.

over 2 years ago

over 2 years ago

user avatar
Anthony Healey
G2
Verified user

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.
user avatar
Anthony Healey
G2
Verified user

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

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

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.
company logo

Nov 15, 2022

company logo

Nov 15, 2022

J
Jonathan S.

Finance Manager

Capterra
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

Capterra
The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes.

over 2 years ago

over 2 years ago

M
Michael P.

Account Manager

Capterra
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

Capterra
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.

over 2 years ago

over 2 years ago

user avatar
Mike Murphy
G2
Verified user

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.
user avatar
Mike Murphy
G2
Verified user

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

user avatar
Ben Lightner
G2
Verified user

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.
user avatar
Ben Lightner
G2
Verified user

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

user avatar
Tim Ault - DSCE, DSSP
G2
Verified user

Quoter makes delivering and tracking quotes easy

Delivery, open, and bounce notifications and integration to HubSpot.
user avatar
Tim Ault - DSCE, DSSP
G2
Verified user

Quoter makes delivering and tracking quotes easy

Delivery, open, and bounce notifications and integration to HubSpot.

Apr 27, 2022

Apr 27, 2022

J
Jennifer S.

Senior Sales

Capterra
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

Capterra
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

over 2 years ago

over 2 years ago

S
Simon C.

Procurement Manager

Capterra
We used to use an excel spreadsheet to complete our quotes - this made everything so much faster and easier!
S
Simon C.

Procurement Manager

Capterra
We used to use an excel spreadsheet to complete our quotes - this made everything so much faster and easier!

over 2 years ago

over 2 years ago

OS
Oliver Smith
G2
Verified user

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
G2
Verified user

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

Capterra
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

Capterra
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.

over 2 years ago

over 2 years ago

A
Azzra B.

Account Manager

Capterra
User friendly, easy to use and great customer service from their team
A
Azzra B.

Account Manager

Capterra
User friendly, easy to use and great customer service from their team

over 2 years ago

over 2 years ago

B
Bruce P.

Managing Director

Capterra
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

Capterra
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.

over 2 years ago

over 2 years ago

JD
John Drury
G2
Verified user

Easy implementation.

Quote is simple to use and was easy for us to implement with our existing methods.
JD
John Drury
G2
Verified user

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
G2
Verified user

Easy to use and understand the product. It also integrates with ConnectWise product catalog

Easy to use and the ConnnectWise integrations.
PH
Paul Harmon
G2
Verified user

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

user avatar
Verified User in Building Materials
G2

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.
user avatar
Verified User in Building Materials
G2

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

user avatar
Verified User in Furniture
G2

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.
user avatar
Verified User in Furniture
G2

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

user avatar
Michael Yosanovich

FinTech Maestro - Freelancer Crusader - Board Member- Problem Solver

linkedin logo
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
user avatar
Michael Yosanovich

FinTech Maestro - Freelancer Crusader - Board Member- Problem Solver

linkedin logo
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

Jeff Brayer

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

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.
company logo

Dec 29, 2022

company logo

Dec 29, 2022

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
G2

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
G2

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

user avatar
Vincent Finaldi
G2
Verified user

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
user avatar
Vincent Finaldi
G2
Verified user

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

BC
Blair Carey, CFA, CPVA
G2

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
BC
Blair Carey, CFA, CPVA
G2

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

user avatar
Brent G.

VP of Sales

Capterra
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.
user avatar
Brent G.

VP of Sales

Capterra
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.

about 6 years ago

about 6 years ago

user avatar
Max Avelar
G2
Verified user

Great Quoting Tool

It is customizable and easy to use. Clean and professional.
user avatar
Max Avelar
G2
Verified user

Great Quoting Tool

It is customizable and easy to use. Clean and professional.

Apr 26, 2022

Apr 26, 2022

user avatar
Alex W.

President

Capterra
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
user avatar
Alex W.

President

Capterra
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

about 3 years ago

about 3 years ago

M
Mark J.

Senior Technology Consultant

Capterra
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

Capterra
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.

about 3 years ago

about 3 years ago

C
Craig H.

VP of Sales

Capterra
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

Capterra
Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.

over 2 years ago

over 2 years ago

D
Doug B.

Sales Manager

Capterra
Very quick to pick up and run with - creates quick and simple quotes that present well to the customer
D
Doug B.

Sales Manager

Capterra
Very quick to pick up and run with - creates quick and simple quotes that present well to the customer

almost 4 years ago

almost 4 years ago

O
Oliver S.

Operations Manager

Capterra
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

Capterra
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

over 3 years ago

over 3 years ago

T
Tom S.

Marketing Manager

Capterra
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

Capterra
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.

over 6 years ago

over 6 years ago

user avatar
Troy A.

General Manager

Capterra
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.
user avatar
Troy A.

General Manager

Capterra
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.

almost 6 years ago

almost 6 years ago

B
Ben L.

Director

Capterra
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

Capterra
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!

over 2 years ago

over 2 years ago

D
David C.

President

Capterra
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

Capterra
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.

over 5 years ago

over 5 years ago

S
Sandra P.

Partner

Capterra
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

Capterra
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.

over 2 years ago

over 2 years ago

M
Michael H.

Network Engineer

Capterra
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

Capterra
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.

about 4 years ago

about 4 years ago

G
Gord W.

President

Capterra
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

Capterra
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.

over 12 years ago

over 12 years ago

J
Jake P.

President

Capterra
Easy to use, flexible, turn-key.
J
Jake P.

President

Capterra
Easy to use, flexible, turn-key.

over 7 years ago

over 7 years ago

K
Karen L.

Key Account Project Manager

Capterra
Automatization
K
Karen L.

Key Account Project Manager

Capterra
Automatization

over 2 years ago

over 2 years ago

S
shannon m.

inside sales

Capterra
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

Capterra
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.

almost 6 years ago

almost 6 years ago

K
Kevin R.

Sales

Capterra
Easy to do multiple quotes, save drafts. Look up past customers, old quotes.
K
Kevin R.

Sales

Capterra
Easy to do multiple quotes, save drafts. Look up past customers, old quotes.

over 2 years ago

over 2 years ago

M
Mark M.

Marketing Consultant

Capterra
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

Capterra
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.

over 6 years ago

over 6 years ago

D
Dagmar B.

Funding Strategist

Capterra
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

Capterra
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,

almost 7 years ago

almost 7 years ago

A
Alexis G.

General manager

Capterra
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

Capterra
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!

about 7 years ago

about 7 years ago

D
Don A.

Solutions Expert

Capterra
Ability to support recurring and non-recurring products. Fantastic integration features.
D
Don A.

Solutions Expert

Capterra
Ability to support recurring and non-recurring products. Fantastic integration features.

over 7 years ago

over 7 years ago

D
Danielle C.

Sales Team

Capterra
D
Danielle C.

Sales Team

Capterra

over 8 years ago

over 8 years ago

J
Jack L.
Capterra
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.
Capterra
It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.

almost 8 years ago

almost 8 years ago

user avatar
Lacretta J.

Co-Owner & VP, Technical Services

Capterra
- 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
user avatar
Lacretta J.

Co-Owner & VP, Technical Services

Capterra
- 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

over 5 years ago

over 5 years ago

G
Geoff J.

Director and Owner

Capterra
flexibility and integration with Zoho. took me almost no time to generate quotes right away with no training.
G
Geoff J.

Director and Owner

Capterra
flexibility and integration with Zoho. took me almost no time to generate quotes right away with no training.

about 7 years ago

about 7 years ago

S
Simon C.

Sales & Marketing

Capterra
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

Capterra
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.

almost 7 years ago

almost 7 years ago

N
Neal A.

Principal, Director of Operations

Capterra
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

Capterra
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.

over 5 years ago

over 5 years ago

A
Andrew T.

Director of Sales - United States

Capterra
A
Andrew T.

Director of Sales - United States

Capterra

over 7 years ago

over 7 years ago

VR
Verified Reviewer
Capterra
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
Capterra
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

about 6 years ago

about 6 years ago

C
Chad W.

CEO

Capterra
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

Capterra
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.

about 6 years ago

about 6 years ago

R
Ross v.

Operations Manager

Capterra
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

Capterra
The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it.

over 4 years ago

over 4 years ago

B
Brian L.
Capterra
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.
Capterra
Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great.

over 7 years ago

over 7 years ago

J
Jone P.

Office Assistant

Capterra
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

Capterra
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.

almost 6 years ago

almost 6 years ago

B
Brittany L.
Capterra
B
Brittany L.
Capterra

over 7 years ago

over 7 years ago

C
Cary Y.

Director of Sales

Capterra
C
Cary Y.

Director of Sales

Capterra

about 8 years ago

about 8 years ago

B
Ben K.
Capterra
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.
Capterra
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.

over 12 years ago

over 12 years ago

B
Ben K.

Chief Magician

Capterra
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

Capterra
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.

over 12 years ago

over 12 years ago

R
Radndy C.

Sales

Capterra
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

Capterra
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.

over 6 years ago

over 6 years ago

J
JR S.
Capterra
J
JR S.
Capterra

about 7 years ago

about 7 years ago