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

  • Odoo Reviews & Ratings
    1,582 Ratings
    Company Website
  • EASA Reviews & Ratings
    18 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    24,151 Ratings
    Company Website
  • Nue Reviews & Ratings
    8 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • Repfabric Reviews & Ratings
    52 Ratings
    Company Website
  • ProShop Reviews & Ratings
    155 Ratings
    Company Website
  • ScriptSure Reviews & Ratings
    30 Ratings
    Company Website
  • Resco Field Sales+ Reviews & Ratings
    Company Website
  • Digit Reviews & Ratings
    12 Ratings
    Company Website

What is Sales Rep's Assistant (SRA)?

A significant benefit of this feature is that your organization will always have access to the most current pricing information, models, and options from manufacturers participating in the program. With our robust relationships with manufacturers, we can effectively carry out automated updates for price books and manufacturer data, removing any doubt regarding the accuracy of the quotes and orders you generate. These updates are seamlessly integrated into the software and are frequently available on the same day they are released by the manufacturers. Additionally, SRA guarantees that any enhancements or modifications to the software are automatically applied, ensuring you have access to the most up-to-date version and features. Beyond providing updates for manufacturers and software, SRA also enables the remote distribution and refreshing of dealer data and media to all users within your organization, which significantly enhances overall functionality and user experience. This capability is vital for maintaining a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information. Furthermore, this comprehensive approach not only supports efficient operations but also fosters a more agile response to market changes and ensures your organization remains competitive.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
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

Yosemite Software Solutions

Date Founded

1994

Company Location

United States

Company Website

yosemitesoftware.com

Company Facts

Organization Name

Quoter Software

Date Founded

2019

Company Location

Canada

Company Website

www.quoter.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

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

Popular Alternatives

Popular Alternatives

Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
BlinQ Reviews & Ratings

BlinQ

BlinQ Software