What does the onboarding fee include?

The onboarding fee includes the following items to ensure a successful experience with our platform: - Import and customization of your quote template - Import of your products and services - Customization of your account - Setup and configuration of your CRM, PSA, and/or distributor integrations - 2x onboarding and consulting sessions - LIFETIME SUPPORT

What happens if I exceed my plan usage limits?

You can exceed your monthly limits twice within a 12 trailing-month period before you’re automatically upgraded to the most suitable plan. We’ll let you know when you go over the limits and before you’re bumped to a higher plan. Don’t worry, we’ll never prevent you from generating quotes, should you go over the limit.

Do I need a payment gateway to accept online payments?

Yes. To accept online payments using Quoter, you must have a supported third-party payment processor such as Stripe, Authorize.net, or PayPal.

Do you charge any transaction fees for online payments?

No. We do not charge transaction fees for payments that you accept through Quoter.

Can I disable the online payments feature?

Yes. If you wish to accept payments via other means, you can disable the online payments feature. In that case, you may want to use Quoter’s Electronic Acceptance feature instead.

Do I have to sign a long-term contract?

No. If you choose our monthly billing option, you can cancel at any time. Should you choose to do so, we won’t prorate your last month, but you won’t be billed again. If you choose our annual billing option, payment is collected up-front and is non-refundable.

Your credit card is automatically charged monthly or yearly, depending on which billing plan you choose. You will receive a statement each month, clearly indicating what you were billed for.

Can my customer and quotation data be exported?

Yes. You can export your customer and quotation data at any time.

Can I get a demo today?

Book a call here and we’ll check availability: Schedule it!

Quoter Pricing Plans | Quoter Software

Unlimited User Pricing

Simple, flexible pricing. Lifetime support & service implementation to get set up right the first time.

🌱 BASIC

$129 /mo

$99 /mo

∞ Unlimited Users

See a Demo

Buy Now

Features

Unlimited Users
50 Quotes/Month
Dedicated Support Specialist
Cost & Margin Tracking
Online Acceptance
Online Payments
PSA & CRM Integration
Distributor Integrations
Multi-factor Authentication
Quote Sections
Product Cloud (Etilize)

📈 STANDARD

$259 /mo

$199 /mo

∞ Unlimited Users

See a Demo

Buy Now

Features

Unlimited Users
Unlimited Quotes
Dedicated Support Specialist
Cost & Margin Tracking
Online Acceptance
Online Payments
PSA & CRM Integration
Distributor Integrations
Multi-factor Authentication
Quote Sections
Product Cloud (Etilize)
Automated Quote Reminders
Bundles

🚀 PRO

$389 /mo

$299 /mo

∞ Unlimited Users

See a Demo

Buy Now

Features

Unlimited Users
Unlimited Quotes
Dedicated Support Specialist
Cost & Margin Tracking
Online Acceptance
Online Payments
PSA & CRM Integration
Distributor Integrations
Multi-factor Authentication
Quote Sections
Product Cloud (Etilize)
Automated Quote Reminders
Bundles
SAML SSO
Reporting
Manager Approvals
Avalara Integration

👔 ENTERPRISE

$519 /mo

$399 /mo

∞ Unlimited Users

Contact Sales

Features

Unlimited Users
Unlimited Quotes
Dedicated Support Specialist
Cost & Margin Tracking
Online Acceptance
Online Payments
PSA & CRM Integration
Distributor Integrations
Multi-factor Authentication
Quote Sections
Product Cloud (Etilize)
Automated Quote Reminders
Bundles
SAML SSO
Reporting
Manager Approvals
Avalara Integration
Multi-Tenant Support
Salesforce Integration
Hubspot Integration

Build a custom plan with these add-ons

Add-on

Reporting

Gain valuable insight into your team’s performance with Reporting.

Details at checkout

Add-on

Manager Approvals

Leverage automated approval workflows to empower more people to quote.

Details at checkout

Add-on

SAML Single Sign-On (SSO)

Maintain full control over the authorization and authentication of your Quoter users.

Details at checkout

Add-on

Avalara Tax Integration

Quote faster and smarter by automatically pulling applicable taxes from Avalara.

Details at checkout

Add-on

Bundles

Bundle multiple products and services together to save time and simplify complex quotes.

Details at checkout

Add-on

Enterprise Integrations

Integrate Quoter with Salesforce and/or HubSpot.

Details at checkout

Migrate to Quoter

Switching from another toolset?

We’re here to ensure a smooth transition to Quoter.

Every new account gets 1:1 onboarding: You will have an experienced account manager help configure your account, add integrations and set up your proposals/quote templates.
Free Support that is fast, helpful, and human: We do not charge for ongoing support. If you need help or have any questions we can be messaged in-app, email or phone.
Be a part of our mission to delete friction from the B2B sales process: It’s simple; partner feedback drives our roadmap. Join a community of businesses that are always improving thier sales process.
Built for the Remote & Hybrid Workplace: Hybrid teams of all sizes can collaborate better when all sales activity can be accessed from one place.

Your success is our success.

There is a one-time fee for service implementation that is set based on business scope.
See what’s included with professional service implementation.

Frequently Asked Questions

: It’s common to buy software on a per-user basis. Our pricing is different: one flat fee based on the plan.
Grow your team and make Quoter accessible to everyone in the company without affecting your cost. This level of software accessibly is a key component into changing sales workflows to more collaborative and compatible with remote/hybrid workplaces.
: The service implementation fee includes a dedicated account manager that will work with your business to follow our proven process for onboarding. The following items are included to ensure a successful experience with our platform:
Import and customization of your quote template
Import of your products and services
Customization of your account
Setup and configuration of your CRM, PSA, and/or distributor integrations
3x onboarding and consulting sessions
LIFETIME SUPPORT
: You can exceed your monthly limits twice within a 12 trailing-month period before you’re automatically upgraded to the most suitable plan. We’ll let you know when you go over the limits and before you’re bumped to a higher plan. Don’t worry, we’ll never prevent you from generating quotes, should you go over the limit.
: Yes. To accept online payments using Quoter, you must have a supported third-party payment processor such as Stripe, Authorize.net, or PayPal.
: No. We do not charge transaction fees for payments that you accept through Quoter.
: Yes. If you wish to accept payments via other means, you can disable the online payments feature. In that case, you may want to use Quoter’s Electronic Acceptance feature instead.
: No. If you choose our monthly billing option, you can cancel at any time. Should you choose to do so, we won’t prorate your last month, but you won’t be billed again. If you choose our annual billing option, payment is collected up-front and is non-refundable.
: Your credit card is automatically charged monthly or yearly, depending on which billing plan you choose. You will receive a statement each month, clearly indicating what you were billed for.
: Yes. You can export your customer and quotation data at any time.
: You can read our Terms of Service and Privacy Policy.
: Yes. SAML Single Sign-On (SSO) can be added to any plan for $49.00/mo (USD). See all add-on options at checkout or ask us during your next demo.
: Learn more about our referral program and use the submit form to participate.
: Yes, we can provide a trial account for businesses that request one after seeing a product demo. Get hands-on with a trial account before implementation.
: It’s likely! We run demos M-F 7:00 AM – 6:00 PM PST. Check our demo availability and we’ll book you in.

Ready to get started?

We’ve got lots to show you! Let’s start with a demo.

See Quoter in action

Unlimited User Pricing

🌱 BASIC

Features

📈 STANDARD

Features

🚀 PRO

Features

👔 ENTERPRISE

Features

Build a custom plan with these add-ons

Switching from another toolset?

Your success is our success.

Frequently Asked Questions

Ready to get started?

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