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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 ChannelOnline?

ChannelOnline is a forward-thinking platform designed to automate the sales cycle, helping resellers maximize their profit margins, increase revenue, and improve customer satisfaction. This robust online service simplifies key business processes and transactions, providing resellers with complete visibility over their sales cycle. Specifically created for IT and consumer electronics resellers and solution providers, it streamlines the creation of quotes and proposals, seamlessly converts them into sales orders, and supports product procurement and customer e-commerce all from a single interface. What distinguishes ChannelOnline is its dynamic management capabilities, which cater to employees, customers, and suppliers, as well as its extensive database of product content and pricing details. Furthermore, it integrates effortlessly with leading distributors, carriers, and various third-party service providers, enhancing its functionality. The platform’s intuitive design allows resellers to navigate their operations with ease, making it an essential asset in a highly competitive market. Ultimately, ChannelOnline empowers resellers to thrive by optimizing their processes and improving overall business performance.

Media

Media

Integrations Supported

Agile CRM
ConnectBooster
Constant Contact
DCKAP Headless
DCKAP PIM
Datto RMM
Datto Workplace
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Keap
Mailchimp
Pipedrive
Strategy Overview
Syncro
Xero
Zapier
Zest MSP
Zoho CRM

Integrations Supported

Agile CRM
ConnectBooster
Constant Contact
DCKAP Headless
DCKAP PIM
Datto RMM
Datto Workplace
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Keap
Mailchimp
Pipedrive
Strategy Overview
Syncro
Xero
Zapier
Zest MSP
Zoho CRM

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

ChannelOnline

Date Founded

1999

Company Location

United States

Company Website

channelonline.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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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