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!
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.
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
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.
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
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.