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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 Pricefx?

Pricefx offers a comprehensive suite of pricing management and CPQ solutions tailored for modern business needs. Operating as a cloud-based platform, it delivers swift data insights, enabling your organization to adapt to market changes and capitalize on lucrative growth prospects. With a focus on sustaining a competitive advantage, their products are designed to meet both your current demands and long-term goals. Equip your sales team to respond promptly to inquiries, provide quotes with greater accuracy and confidence, and ultimately close more deals. Featuring an impeccable Configure-Price-Quote capability along with advanced pricing simulations and calculations, your sales personnel can achieve unmatched response times for pricing queries and quote creation. Moreover, augment your sales process with a flexible quote configurator and accurate price calculations to ensure flawless answers to all pricing-related questions. This enhanced efficiency not only elevates productivity levels but also fosters stronger customer trust in your pricing strategies, paving the way for enduring client relationships. In an increasingly competitive landscape, leveraging such tools can significantly differentiate your business from others.

Media

Media

Integrations Supported

Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Keap
Mailchimp
QuickBooks Online Advanced
Salesforce
Strategy Overview
Syncro
XPLN Suite
Xero
Zapier
Zoho CRM

Integrations Supported

Agile CRM
Autotask PSA
ConnectBooster
ConnectWise PSA
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Keap
Mailchimp
QuickBooks Online Advanced
Salesforce
Strategy Overview
Syncro
XPLN Suite
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

Pricefx

Date Founded

2011

Company Location

United States

Company Website

www.pricefx.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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Pricing Optimization

Channel Analysis
Competing Product Analysis
Forecasting
Market Analysis
Multi-Store Management
Price List Management
Price Optimization Automation
Pricing Analytics
Profitability Analysis
Scenario Planning

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