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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!

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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.

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Klauber Walz Rocha
G2
Verified user

Productive

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

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.
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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.

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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

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.
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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.

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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.

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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

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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.

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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

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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!

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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!