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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 CloudQuote?

Cloud Quote is an all-encompassing, cloud-driven CPQ (Cost, Price, Quote) sales software that significantly boosts the effectiveness, personalization, and speed of the sales and quoting processes. This solution enables sales teams to quickly generate accurate, consistent, and professional quotes and proposals by leveraging automated calculations, customizable templates, and real-time pricing updates, which reduces manual labor and errors. Consequently, sales representatives can focus more on selling, while managers gain insight into their pipeline performance. The software consolidates product, pricing, and rate data, ensuring that users benefit from immediate updates. Furthermore, it supports lead tracking and distribution, providing valuable information about the origins of leads and their return on investment. In addition to these features, Cloud Quote offers dashboards that deliver reports on quotes, closure probabilities, quoted products, and performance across different regions. It also includes features for quote approvals, team assignments, and the smooth reassignment of quotes among sales team members to foster better collaboration. By streamlining the entire sales process, Cloud Quote ultimately seeks to create a more productive and successful experience for everyone involved. Moreover, it continuously evolves to adapt to the changing needs of the market, ensuring that users remain competitive.

Media

Media

Integrations Supported

Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Constant Contact
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Strategy Overview
Xero
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Constant Contact
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
Kaseya BMS
Keap
Mailchimp
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Strategy Overview
Xero
Zapier
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

CloudQuote

Date Founded

2013

Company Location

South Africa

Company Website

cloudquoteglobal.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

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