How it Works
How it works
Quoter simplifies your sales quoting process
The businesses that implement our proven quoting solution see tangible ROI within weeks.
Create & email beautiful, professional sales proposals
Sales quotes are branded to your company in an elegant and professional proposal which is sent to the customer via email. Email delivery and opening can be tracked by you so you can be sure that your proposal is received by your customer.
Automate pricing with configurable products & services
Create configurable products and services to automate pricing calculation based on the customer’s needs at the time of quote creation. Quoter makes it easy to create user-selectable options, such as size, model, plan, material, or any other variable that would affect the configuration and pricing of a product or service.
Close deals faster with electronic quote acceptance & signatures
- Once a customer is ready to order, they can accept and sign the quote electronically.
- Quoter’s online payment processing also allows you to accept secure online payments by credit card and integrate with Quickbooks.
- You can choose whether to require payment in full, or collect a deposit for larger quotes.
Thinking of Quoter as the Sales Ops role in your business
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Product Highlights
An optimized workflow for B2B sales
Getting Started with Quoter
We’re here to help at each step to make sure you get up and running quickly.
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1. Professional onboarding
Our success team helps with importing your products and services, proposal styling, account settings, and integrations.
2. Your team is added
A team training session is included to go over account tips and best practices. The training session is recorded and sent to you afterwards.
3. 90-day check-in
We touch base roughly 90 days after onboarding to ensure your business is getting the most out of Quoter.
