Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    264 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • Moovs Reviews & Ratings
    36 Ratings
    Company Website
  • Act! Reviews & Ratings
    554 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    34 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website

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 Quote Manager?

Quote Manager CPQ for Microsoft Dynamics 365 is a powerful add-on that integrates flawlessly with the Microsoft Dynamics 365 platform. Designed for efficiency, this tool enables sales teams to generate and send out professionally branded quotes in just minutes. What sets Quote Manager CPQ apart within Dynamics 365 is its capability to manage setup, configuration, and data all within one system, allowing for full customization and access to standard features such as queries, charts, views, and workflows. The solution takes advantage of Excel's export and import capabilities for straightforward updates to the Product Database, while also incorporating PowerBI dashboards and PowerApps to enrich analytics. Users can customize the appearance of quotes using standard Word Templates or various additional tools, making it versatile for different needs. The platform provides a robust search feature that allows users to explore an extensive catalog of over 10,000 products, filtering by category, make, supplier, and product description. Moreover, adding products to quotes is simplified, enabling the customization of layouts that incorporate comments and subtotals, with the option to modify descriptions as required. This all-in-one solution significantly enhances the quoting process, boosting overall sales efficiency and productivity, making it an invaluable asset for any team. With its user-friendly interface and rich feature set, Quote Manager CPQ is designed to meet the diverse needs of modern sales environments.

Media

Media

Integrations Supported

Agile CRM
Autotask PSA
ConnectWise PSA
Constant Contact
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
HubSpot Customer Platform
Kaseya BMS
Keap
Mailchimp
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Syncro
Zapier

Integrations Supported

Microsoft Excel
Microsoft Power Automate
Microsoft Power BI

API Availability

API Availability

Pricing Information

$99 per month

Pricing Information

$17 per month per user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online 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

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Categories and Features

CPQ

Product Configurator
Quotes / Estimates
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Content Repository
RFP Management
Requirements Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

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

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates

Product Configurator

3D Modeling
Custom Pricing Options

Proposal Management

Collaboration
Contact Management
Document Management
RFP Management
Templates

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator

Popular Alternatives

Popular Alternatives

Sculptor CPQ Reviews & Ratings

Sculptor CPQ

Twistellar
BlinQ Reviews & Ratings

BlinQ

BlinQ Software
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
eRep Reviews & Ratings

eRep

Revalize