Smart Templates
Smart Templates
Streamline your sales quotes & proposals
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
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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.
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Attach additional content to your quotes and proposals, such as brochures, contracts, or other documents. These attachments are automatically included with your proposal.
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Create comprehensive proposals with just a few clicks, minimizing data entry, improving accuracy, and saving time.
Learn more about our Smart Template functionality
View Support Documentation