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Smart Templates

Smart Templates

Streamline your sales quotes & proposals

Bundles allow you to combine multiple products and/or services into one fixed-quantity package which you can easily add to your quote template. Quoting software that features smart, reusable templates. These templates help you easily standardize your quote and proposal content, product descriptions and configuration, and pricing.

Minimize data entry with smart, reusable templates

Quoter allows you to standardize your product, pricing, and quotation information with smart, reusable templates. Quoter then does all the heavy lifting for you, allowing your sales team to create comprehensive, accurate sales quotations in seconds.

Simple & intuitive setup

Quoter’s simple and easy-to-use interface makes building out your templates a breeze. You can create and send your first quote in a matter of minutes, adding additional customized templates as you go. Once you have refined your templates, quotes can be created in seconds with just a few clicks.

Flexible pricing configuration

Quoter features powerful pricing configuration options giving you tremendous flexibility in automating the pricing of your products and services.

With Smart Templates, you can

Quoter’s Templates can be customized with your own proposal content, such as a cover page and introductory content, product and marketing material, terms, order instructions, and more.

Attach additional content to your quotes and proposals, such as brochures, contracts, or other documents. These attachments are automatically included with your proposal.

Create comprehensive proposals with just a few clicks, minimizing data entry, improving accuracy, and saving time.

Ready to get started?Ask us to demo this feature

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