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Über Quoter

Quoter ist eine moderne, cloudbasierte Angebotsplattform, mit der Technologiedienstleister mehr verkaufen und schneller bezahlt werden können.

Erfahre mehr über Quoter

Vorteile:

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.

Nachteile:

The additional cost for a company that does a high volume of quotes in another CRM makes it tough.

Bewertungen zu Quoter

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,8
Funktionen
4,5
Preis-Leistungs-Verhältnis
4,7

Weiterempfehlungsquote

9,1/10

Quoter hat eine Gesamtbewertung von 4,6 von 5 Sternen basierend auf 52 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (52)

Alex
Alex
President in Kanada
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

A great product for MSPs to leverage online quoting and signatures

5,0 vor 3 Jahren

Kommentare: We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services

Vorteile:

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

Nachteile:

The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain.

Mark
Senior Technology Consultant in USA
Informationsdienst, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Fantastic and Simple Quoting Platform

5,0 vor 3 Jahren

Kommentare: Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case.

Vorteile:

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.

Nachteile:

There is not a great quote search tool to categorize quotes by company, contact or product category. I would like to see integration with Amazon or Newegg, but that's not necessarily typical. Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to. For example, i can't have text dividers between quote line items to indicate different sections of the quote. The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options.

Jason
Sales Manager in Australien
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Wholesale changes made without notice

2,0 vor 4 Jahren

Kommentare: While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.

Vorteile:

The user interface is very easy to use and there is integration with quite a number of third party applications

Nachteile:

There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes.

Craig
VP of Sales in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Quick and Easy

5,0 vor 3 Jahren

Kommentare: Our closing rate went up 60% once we fully implemented the solution.

Vorteile:

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

Nachteile:

Removing retired or older items is difficult. Be nice to sort by date added and modified so older services or items can be purged easily.

Aleksandr
Chief Operation Officer in USA
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great quoting software

5,0 vor 8 Monaten

Kommentare: needed a quoting software more advanced than harvest and quoter fit the bill

Vorteile:

very easy to use and setup. integrations are very easy and support is great

Nachteile:

set up took some time and there was definitely a learning curve but its been running smoothly since

Bruce
Managing Director in UK
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Simple and fast quoting

5,0 vor 2 Jahren

Kommentare: Simply put, Quoter make quoting easy for us

Vorteile:

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.

Nachteile:

Could have better integration with our PSA software. However Quoter listen to their clients, have taken this on board and I am confident it will be improved.

Doug
Sales Manager in UK
Gastgewerbe, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Pleased with Quoter!

5,0 vor 4 Jahren

Kommentare: Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion. Quick in replying - thank you and well done!

Vorteile:

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

Nachteile:

Would like to see the margins on a revised quote but this sounds like something Quoter are working on!

Brent
Brent
VP of Sales in USA
Verifizierter Nutzer auf LinkedIn
, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best experience out of any company offering CRM or Quoting Software. Great Service and Support.

5,0 vor 6 Jahren

Kommentare: - Eliminates a substantial amount of time putting quotes together
- Quotes separate out One Time Fees and Recurring Fees
- E-Signature ability built directly into quote
- Custom templates can be put together for specific product line quotes
- Looks more professional than other quoting apps on the market

Vorteile:

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.

Nachteile:

There's really no cons to speak of. The only negative aspect of this software is that when a customer accepts an estimate from SocketApp and esigns for it and Quickbooks integration is synced the software automatically creates an invoice. While this may be okay for most companies; we sometimes have waits in excess of 6 months before we can install an agreed upon service. Keeping an invoice open for an extended period of time like that could hurt business continuity ratings. To work around this limitation; SocketApp developed an option specifically for our business for a customer to accept the estimate without having it invoiced to Quickbooks.

Tom
Tom
Marketing Manager in Norwegen
Erneuerbare Energien & Umwelt, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

We love Socket - Works Great With Infusionsoft

5,0 vor 7 Jahren

Kommentare: Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document.
We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft.

Vorteile:

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.

Nachteile:

Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like.

Troy
Troy
General Manager in USA
Verifizierter Nutzer auf LinkedIn
, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Excellent quoting software with capabilities well beyond those of other more expensive options

4,0 vor 6 Jahren

Kommentare: Improved sales efficiency and more effectively integrate quoting into your sales process (especially if you use Hubspot). In addition, provides additional strategic capabilities to integrate with your website and include your distributors.

Vorteile:

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.

Nachteile:

I'm a big fan of the software. No major shortcomings for us, just some ongoing refinements. On our wish list would be to be able to add items to a quote that are listed as "optional" but aren't figured into the overall price total.

Oliver
Operations Manager in UK
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Could not recommend this product enough

5,0 vor 3 Jahren

Kommentare: As the business grew we needed something that would be scalable and save us time. Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent. The recent release of Optional Items is a great feature which will allow us to upsell items to customers that we wouldn't previously include on the quote. This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time.

Vorteile:

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

Nachteile:

I can't think of a single issue we've had throughout the time using it. It works and does the job amazingly for us.

Neville
Director in Kanada
Computer- & Netzwerksicherheit, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

This could be the centrepiece of your sales/proposals process

5,0 vor 3 Jahren

Kommentare: We have been with Quoter for several years. Thousands of quotes later it is still an integral part of our sales process and will be for a very long time.

Vorteile:

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.

Nachteile:

Not really. The team at Quoter is active in delivering features that power users desire, and have several releases a year. A recent one where optional line items can be included is a life saver. As well, reporting on a custom basis was also added that made life a lot easier.

Ben
Director in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Simple To Use & CLEAN

5,0 vor 3 Jahren

Kommentare: Overall, Quoter is my favorite software to work with in my day-to-day. It's quick, provides clean quote templates, and is simple to customize and manipulate. And Quoter has the best support reps I have ever encountered. I am not a glowy review kind of guy... the above comments are well earned.

Vorteile:

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!

Nachteile:

Versions get a bit complex and I can't delete old versions because then I can't copy a quote (which doesn't make sense to me to have to have the original version to copy..) Reports are really just data dumps to excel. I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings).

David
President in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use, easy to implement and priced right!

5,0 vor 6 Jahren

Kommentare: We had a huge issue with standardizing on pricing and adjusting the prices on the fly. We were also using products that were cumbersome to change and navigate. I stumbled upon socket through a web search and the pricing initially grabbed my attention then the features won me over. We have been using socket for over three years and extremely happy with the product.

Vorteile:

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.

Nachteile:

The ability to add sections on the fly would be great but not critical. We currently have to create templates based on recipient level and would be awesome to add sections like items.

Jennifer
Senior Sales in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Still Learning but like the tool

4,0 vor 3 Jahren

Kommentare: I love the click to accept, no more print, sign, scan and email back requests or trying to overlay docu-sign on existing pdf quotes, this makes it so much faster and easier for my clients to view and accept my quotes.

Vorteile:

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

Nachteile:

it was not the easiest to learn how to use, but some of that had to do with the way my company rolled it out to the team.

Louise
IT Service Coordinator in USA
Computer-Vernetzung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Customer Support is great

4,0 vor 3 Jahren

Kommentare: Excellent

Vorteile:

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

Nachteile:

So far I've not had any problems and have no complaints

Michael
Account Manager in Kanada
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quoter Review by Mike

5,0 vor 3 Jahren

Kommentare: I use quoter more than any other software in my day-to-day operations.

Vorteile:

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.

Nachteile:

When quoting in US or Canadian when saving a Canadian quote in US funds by accident i cannot go back in and change currency it's greyed out.

Nancy
Hanwha Wisenet STEP Partner in USA
Verifizierter Nutzer auf LinkedIn
Sicherheit & Untersuchungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: GetApp

Socket Quoting Program Review

2,0 vor 6 Jahren

Vorteile:

The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy.

Nachteile:

Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote. So if customers needed line item pricing, they had to do math on the individual lines.

Sandra
Partner in USA
Design, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Presentation is key!

5,0 vor 3 Jahren

Kommentare: We started with SocketApp and that was serving us well. But each time I would have a pain point or wish for an added functionality Quoter added that on! They really listen to the customers needs. In a world of online sales there are many companies that work on large proposals through quoting only- thank you Quoter for not forgetting about us!

Vorteile:

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.

Nachteile:

We wish we could search and get data on items (sku's) that have been quoted.

Michael
Network Engineer in USA
Computer- & Netzwerksicherheit, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

A stellar product with superior support personnel to back it up.

5,0 vor 4 Jahren

Vorteile:

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.

Nachteile:

Nothing we can find yet that isn't an improvement on our old software.

Gord
President
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Socket Streamlines OnLine Quoting and Ordering for GPS Commander

5,0 vor 12 Jahren

Kommentare: GPS Commander provides GPS Tracking systems to commercial organizations throughout North America. As most of our business comes directly as a result of our website at www.gpscommander.com, we strive to make our product and pricing information as accessible and easy to follow as possible for prospective new customers. The GPS tracking business is ultra competitive, so we believe that having a friendly, accurate and professional online presence is a key to our success. For these reasons, we chose Socket's online quoting software solution for its unique ability to combine professional automated customer quotations with full eCommerce capability. Socket has become a key part of our business due to its ability to generate and track all of our online quotations and leads, as well as its ability to facilitate online orders. It even integrates to our CRM program for lead tracking. Another key benefit is Socket's ability to automate our recurring credit card transactions each month.

Vorteile:

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.

Nachteile:

We really have nothing to complain about in terms of the program, which has been 100% reliable. The management people at Socket have also been very open to suggestions and as a result, we see improvements and enhancements being added each month.

Azzra
Account Manager in Kanada
Informationstechnologie & -dienste, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

MSPs this is the quoting tool for you!

4,0 vor 3 Jahren

Kommentare: Best quoting tool I have used. Once you quote with Quoter you will wonder why you used any other quoting tool!

Vorteile:

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

Nachteile:

Missing E-Commerce solution that would allow for additional functionality that my clients have come to expect

Jake
President in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Socket has been great for the last 4 years.

5,0 vor 7 Jahren

Kommentare: We have been using it for the last 4 years and have loved every minute of it. They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio. Keep up the good work!

Vorteile:

Easy to use, flexible, turn-key.

Nachteile:

Not any that they haven't already addressed.

Simon
Procurement Manager in Australien
Möbel, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Quoting made easy

4,0 vor 3 Jahren

Vorteile:

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

Nachteile:

There was a lack of customisation of layout of items on the finalised quote that we would have liked to modify slightly.

shannon
inside sales in USA
Bau, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Awesome product! Very Easy to use!

5,0 vor 6 Jahren

Kommentare: Socket has been awesome to work with. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do. the Email tracking feature is a plus!

Vorteile:

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.

Nachteile:

I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it.