Reporting & Analytics
Track quotes and monitor sales employee performance
Quoter’s intelligent dashboard and reporting features ensure you’re always aware of your company’s sales pipeline and performance. Quickly and easily analyze trends in quotes generated, won, and lost, track closing ratios, and visualize your company’s growth with beautiful graphs.
Simple, effective quote management
Quoter lets you easily monitor quotes, cost and margins, and performance by salesperson to ensure consistency and maximize profit.
“Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years.”
Track sales quote and order status
You can also assign quotes to salespeople, flag them as followed up, or mark them as pending, PO received, ordered, fulfilled, or lost.