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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 Kaseya Quote Manager?

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
QuickBooks Online
Xero
Agile CRM
ConnectBooster
Constant Contact
Datagate Telecom Billing
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Mailchimp
QuickBooks Online Advanced
Salesforce
Strategy Overview
Zest MSP
Zoho CRM

Integrations Supported

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

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/msp-quoting-software/

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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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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