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Ratings and Reviews 0 Ratings
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What is Quoter?
Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.
What is BoltWise?
BoltWise presents a cutting-edge solution that leverages artificial intelligence to optimize the quoting process and streamline workflows specifically for industrial distributors and fastener sellers, with the goal of alleviating the burdens of sales, sourcing, and catalog management. By accelerating the quoting cycle, it delivers faster responses through sophisticated part matching technology that can interpret disorganized RFQs, correct errors, and reconcile customer and supplier part numbers with ease, thereby minimizing the reliance on laborious manual searches. Additionally, BoltWise enhances catalog management by converting varied part descriptions into easily searchable attributes and detecting duplicates, which allows teams to focus on their core responsibilities rather than memorizing part numbers. The platform also automates repetitive tasks like processing customer purchase orders and generating new orders, enabling staff to concentrate on improving customer service and pursuing strategic goals. Moreover, it includes an extensive supplier library that facilitates swift identification of vendors for difficult-to-source components, in conjunction with quoting analytics that offer crucial insights into parts trends, successful client acquisitions, productivity statistics, and operational areas needing improvement. This comprehensive strategy not only boosts organizational efficiency but also empowers teams with the data-driven insights necessary for making well-informed decisions, ultimately leading to enhanced competitive advantage in the market. As a result, businesses can expect to see significant improvements in their overall operational effectiveness.
Integrations Supported
Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Constant Contact
Highrise
HubSpot CRM
HubSpot Customer Platform
INxSQL
Kaseya BMS
Integrations Supported
Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Constant Contact
Highrise
HubSpot CRM
HubSpot Customer Platform
INxSQL
Kaseya BMS
API Availability
Has API
API Availability
Has API
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Quoter Software
Date Founded
2019
Company Location
Canada
Company Website
www.quoter.com
Company Facts
Organization Name
BoltWise
Date Founded
2023
Company Location
United States
Company Website
getboltwise.com
Categories and Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Categories and Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management