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How it Works

How it works

Quoter simplifies the sales quoting process

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.

“Best quoting tool I have used. Once you quote with Quoter you will wonder why you used any other quoting tool!”

Azzra B. Account Manager

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.

Our flexible pricing system can easily accommodate complex pricing requirements, including volume discounts or percentage-based fees.

Close deals faster with electronic quote acceptance & signatures

  • Once a customer is ready to order, they can accept and sign the quote electronically without any manual intervention on your part.
  • Quoter’s online payment processing also allows you to accept secure online payments by credit card.
  • You can choose whether to require payment in full, or for larger orders, a deposit payment.

An optimized workflow for sales

Save valuable time on your sales quoting process

Save up to 90% of time spent on sales quotes and proposals with Quoter’s smart template system.

Retain control of your sales team with reporting and analytics

Monitor quotes, cost and margins, and performance by salesperson to ensure consistency and maximize profit.

Organize and track your quotes in one place

Never lose track of a quote or lead again. Management will love Quoter’s powerful searching, filtering, and reporting features.

Improve consistency across your sales team

Standardized quote templates will help your sales team become more consistent, professional, and efficient.

Ready to get started?Ask us to demo this feature

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