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Overview
Quoter software automates the quote-to-cash process for Managed Service Providers (MSPs) to ensure faster sales cycles and accurate pricing. While design customization options can be expanded, it significantly reduces administrative workload and empowers IT service providers to close deals with greater efficiency.
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Starting Price
Custom
Quoter Specifications
Sales Automation
Reporting And Analytics
Performance Tracking
Email Integration
What Is Quoter?
Quoter is a cloud-based CPQ solution designed specifically for Managed Service Providers (MSPs) and Value-Added Resellers (VARs). The software centralizes the sales workflow by connecting directly to IT distributors for real-time stock and pricing visibility.
By automating the transition from proposal to payment, Quoter software allows sales teams to eliminate data entry errors and secure margins, which help businesses scale their revenue operations effectively.
Quoter Pricing
Quoter pricing starts at $149 per month. The entry-level plan, called Basic, includes unlimited users, cost and margin tracking, and distributor integrations. Additional pricing tiers are available, as outlined below:
- Standard: $289/month
- Pro: $429/month
- Enterprise: $569/month
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Quoter Integrations
The software supports integration with multiple systems and platforms, such as:
- ConnectWise PSA
- HaloPSA
- Salesforce
- HubSpot CRM software
- Zoho CRM software
Who Is Quoter For?
Quoter is ideal for a wide range of industries and sectors, including:
- Service providers
- Sales
- IT
- Telecommunications
- SaaS
Is Quoter Right For You?
Quoter is the ideal fit for MSPs and VARs looking to automate their sales workflow and eliminate margin erosion. The platform combines real-time distributor integrations with efficient PSA synchronization to simplify the entire quote-to-cash cycle. Quoter holds an official ISO 27001 certification and a SOC 2 Type II attestation to ensure information security management.
Still unsure whether Quoter software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Quoter Features
The platform fixes slow sales processes by using automation to remove manual steps and human mistakes. This helps teams manage more customer requests and close deals much faster than before. It turns a messy workflow into a simple system that lets employees focus on winning more business.
Users can set up standard rules for complex pricing so that every service or product stays consistent. The system handles special details like bulk discounts or extra fees automatically every time you build a quote. This allows the team to create accurate pricing for complicated jobs in just a few clicks.
The software uses professional layouts that handle all the design work and formatting for you. These templates make sure every proposal looks clean and matches the company style to impress potential clients. It allows anyone to send out a high-quality document without needing special design skills or extra time.
Managers get an automatic alert whenever a staff member creates a new quote for a customer. This gives leadership a chance to check the details and approve the work before the client ever sees it. It makes it safe to let more team members handle sales tasks while keeping everything accurate.
The platform acts as a complete tool built to handle the specific ways that technology companies bill their clients. The interface is easy to use and helps explain the value of complex services to the person buying them. This keeps the whole process moving smoothly from the first offer until the final payment is made.
