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

Add your entire team with one flat rate. Lifetime support & service implementation to get set up right the first time.

🌱 Basic

$129 /mo

$99 /mo

~~$1548~~ $1188 /yr

∞ Unlimited Users

See a Demo

Buy Now

📈 Standard

$259 /mo

$199 /mo

~~$3108~~ $2388 /yr

∞ Unlimited Users

See a Demo

Buy Now

🚀 Pro

$389 /mo

$299 /mo

~~$4668~~ $3588 /yr

∞ Unlimited Users

See a Demo

Buy Now

👔 Enterprise

$519 /mo

$399 /mo

~~$6228~~ $4788 /yr

∞ Unlimited Users

Contact Sales

Basic

For solo operations

BUILDING QUOTES

Unlimited Users: Yes
Unlimited Quotes: 50 Quotes/Month
Dedicated Support Specialist: Yes
Multi-factor Authentication: Yes
PSA & CRM Integrations: Yes
Distributor Integrations: Yes
Product Cloud (Etilize): Yes
Quote Sections: Yes
Optional Items: Yes
Discounting (% or $): Yes
Tax Engine (supports county taxes): Yes
Multi-currency Support: Yes
Bundles*: No

SENDING QUOTES

Online Acceptance: Yes
Online Payments: Yes
Quote Revisions: Yes
Email Merge Fields: Yes
Manager Approvals*: No

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking: Yes
Automated Quote Reminders: No
Automated Procurement Pick List: Yes
Reporting*: No

PREMIUM INTEGRATIONS

Avalara Integration*: No
Salesforce Integration*: No
Hubspot Integration*: No
SAML SSO*: No
Multi-Tenant Support: No

See a Demo

Standard

For small teams

BUILDING QUOTES

Unlimited Users: Yes
Unlimited Quotes: Yes
Dedicated Support Specialist: Yes
Multi-factor Authentication: Yes
PSA & CRM Integrations: Yes
Distributor Integrations: Yes
Product Cloud (Etilize): Yes
Quote Sections: Yes
Optional Items: Yes
Discounting (% or $): Yes
Tax Engine (supports county taxes): Yes
Multi-currency Support: Yes
Bundles*: Yes

SENDING QUOTES

Online Acceptance: Yes
Online Payments: Yes
Quote Revisions: Yes
Email Merge Fields: Yes
Manager Approvals*: No

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking: Yes
Automated Quote Reminders: Yes
Automated Procurement Pick List: Yes
Reporting*: No

PREMIUM INTEGRATIONS

Avalara Integration*: No
Salesforce Integration*: No
Hubspot Integration*: No
SAML SSO*: No
Multi-Tenant Support: No

See a Demo

Pro

For growing teams

BUILDING QUOTES

Unlimited Users: Yes
Unlimited Quotes: Yes
Dedicated Support Specialist: Yes
Multi-factor Authentication: Yes
PSA & CRM Integrations: Yes
Distributor Integrations: Yes
Product Cloud (Etilize): Yes
Quote Sections: Yes
Optional Items: Yes
Discounting (% or $): Yes
Tax Engine (supports county taxes): Yes
Multi-currency Support: Yes
Bundles*: Yes

SENDING QUOTES

Online Acceptance: Yes
Online Payments: Yes
Quote Revisions: Yes
Email Merge Fields: Yes
Manager Approvals*: Yes

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking: Yes
Automated Quote Reminders: Yes
Automated Procurement Pick List: Yes
Reporting*: Yes

PREMIUM INTEGRATIONS

Avalara Integration*: Yes
Salesforce Integration*: No
Hubspot Integration*: No
SAML SSO*: Yes
Multi-Tenant Support: No

See a Demo

Enterprise

For large teams & resellers

BUILDING QUOTES

Unlimited Users: Yes
Unlimited Quotes: Yes
Dedicated Support Specialist: Yes
Multi-factor Authentication: Yes
PSA & CRM Integrations: Yes
Distributor Integrations: Yes
Product Cloud (Etilize): Yes
Quote Sections: Yes
Optional Items: Yes
Discounting (% or $): Yes
Tax Engine (supports county taxes): Yes
Multi-currency Support: Yes
Bundles*: Yes

SENDING QUOTES

Online Acceptance: Yes
Online Payments: Yes
Quote Revisions: Yes
Email Merge Fields: Yes
Manager Approvals*: Yes

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking: Yes
Automated Quote Reminders: Yes
Automated Procurement Pick List: Yes
Reporting*: Yes

PREMIUM INTEGRATIONS

Avalara Integration*: Yes
Salesforce Integration*: Yes
Hubspot Integration*: Yes
SAML SSO*: Yes
Multi-Tenant Support: Yes

See a Demo

BUILDING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Unlimited Users	Yes	Yes	Yes	Yes
Unlimited Quotes	50 Quotes/Month	Yes	Yes	Yes
Dedicated Support Specialist	Yes	Yes	Yes	Yes
Multi-factor Authentication	Yes	Yes	Yes	Yes
PSA & CRM Integrations	Yes	Yes	Yes	Yes
Distributor Integrations	Yes	Yes	Yes	Yes
Product Cloud (Etilize)	Yes	Yes	Yes	Yes
Quote Sections	Yes	Yes	Yes	Yes
Optional Items	Yes	Yes	Yes	Yes
Discounting (% or $)	Yes	Yes	Yes	Yes
Tax Engine (supports county taxes)	Yes	Yes	Yes	Yes
Multi-currency Support	Yes	Yes	Yes	Yes
Bundles*	No	Yes	Yes	Yes

SENDING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Online Acceptance	Yes	Yes	Yes	Yes
Online Payments	Yes	Yes	Yes	Yes
Quote Revisions	Yes	Yes	Yes	Yes
Email Merge Fields	Yes	Yes	Yes	Yes
Manager Approvals*	No	No	Yes	Yes

TRACKING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Cost & Margin Tracking	Yes	Yes	Yes	Yes
Email Tracking	Yes	Yes	Yes	Yes
Automated Quote Reminders	No	Yes	Yes	Yes
Automated Procurement Pick List	Yes	Yes	Yes	Yes
Reporting*	No	No	Yes	Yes

PREMIUM INTEGRATIONS

Feature	Basic	Standard	Pro	Enterprise
Avalara Integration*	No	No	Yes	Yes
Salesforce Integration*	No	No	No	Yes
Hubspot Integration*	No	No	No	Yes
SAML SSO*	No	No	Yes	Yes
Multi-Tenant Support	No	No	No	Yes

	See a Demo	See a Demo	See a Demo	See a Demo

Customize your account with add-ons

Add-on

Reporting

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

View pricing

Add-on

Manager Approvals

Leverage automated approval workflows to empower more people to quote.

View pricing

Add-on

Avalara Tax Integration

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

View pricing

Add-on

Bundles

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

View pricing

Add-on

SAML Single Sign-On (SSO)

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

View pricing

Add-on

HubSpot and/or Salesforce Integrations

Add premium integrations to your custom Quoter account.

View pricing

Migrate to Quoter

Switching from another toolset?

We’ll take the time to understand your current sales process 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.

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.
: 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.

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.

Ready to get started?

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

See Quoter in action

Quote Automation: 9 Tasks To Start Saving You Time & Money

Quote-to-Cash: Everything to Know For Faster Sales Cycles

Quote Automation: 9 Tasks To Start Saving You Time & Money

Quote-to-Cash: Everything to Know For Faster Sales Cycles

Unlimited User Pricing

🌱 Basic

📈 Standard

🚀 Pro

👔 Enterprise

Basic

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Standard

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Pro

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Enterprise

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Customize your account with add-ons

Switching from another toolset?

Frequently Asked Questions

Your success is our success.

Ready to get started?

Join our newsletter

Quote Automation: 9 Tasks To Start Saving You Time & Money

Quote-to-Cash: Everything to Know For Faster Sales Cycles

Quote Automation: 9 Tasks To Start Saving You Time & Money

Quote-to-Cash: Everything to Know For Faster Sales Cycles

Unlimited User Pricing

🌱 Basic

📈 Standard

🚀 Pro

👔 Enterprise

Feature comparison

Basic

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Standard

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Pro

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Enterprise

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Feature comparison

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Customize your account with add-ons

Switching from another toolset?

Frequently Asked Questions

Your success is our success.

Ready to get started?

Join our newsletter