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Send professional quotes in seconds

Quoter is a quote-to-cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your sales process today.

Errors in sales quotes are costing your business money

Quoter is an optimized system that standardizes your quote-to-cash process.

1. Boost Revenue

Quote with dynamic bundling and upselling.

2. Remove Bottlenecks

Add your entire team without buying more licenses.

3. Manager Approvals

Set custom rules and have autonomy with oversight.

4. Better Organization

Simplified quote and proposal templates.

5. Cloud Hosted

Web-based quoting software to access from anywhere.

6. Speed Matters

Increase your conversion rate by sending quotes faster.

7. Sales Enablement

Data to identify your best client relationships.

8. Close More Deals

Customers can approve, sign, and pay without sending an email.

Over 1400 Hybrid IT Companies are winning more deals with Quoter

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Sales Automation

More than 30% of sales-related activities can be automated

Source: McKinsey & Company (2020)

Smart Templates & Configurable Products

Configure your templates once and maintain from a single source of truth. Your team will be able to produce consistent, professional quotes without errors.

Recurring & Managed Services

Quoting services that are billing on a monthly basis are set in Quoter, then integrated with your account software and payment gateway.

Automated Email Reminders

Set email reminders to send automatically to clients on pending quotes. Built-in email analytics for delivery and open timestamp on quotes sent.

Quote Status Tracking

Hybrid teams of all sizes can collaborate better when all sales activity can be accessed from one place.
Quoter is a leader in Pricing on G2

2x your Customer Lifetime Value (CLV)

Adding cross-sell and up-sell services within the quote itself to help inform your customers of the best-fit solution.

Skip the unnecessary revision rounds

With optional quantities, each line item on a quote can be published and made editable. When your customer views a quote, they are able to modify the quantity of a given line item before accepting.

Your Sales Enablement Platform

Growth, customer experience & operational efficiency

Quoter is a purpose-built quoting tool that will allow you to empower your team, eliminate bottlenecks, and supercharge revenues.

Quote Bundles

Product Configurator

Integrated Payments

Manager Approvals

E-Signatures & Payments

Cost & Margin Tracking

Quote Revisions

Smart Templates

E-Signatures, Agreements & Payments

Capture the sale when purchase intent is at its peak. Store all approved quotes and proposals in one place for reference and performance tracking.

Quoter is a leader in Pricing on G2

Quoting software built to work with your current tech stack

“Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent.”

Oliver S., Operations Manager

With integrations specific to IT Service Providers

Building a quote will automatically populate your customer data from your PSA or CRM. Product data from Etilize can be searched and added, checking real-time availability and pricing from your distributor(s).

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Thinking of Quoter as the Sales Ops role in your business

Small-medium sized businesses may not have someone dedicated to Sales, let alone a Sales Ops position. This creates gaps in the organization where the people on the team are not fully aware of how they could be doing their job more effectively.

Quoter is a leader in Small-Business CPQ on G2

Add your entire team with one flat rate

Remote or hybrid workplaces can create information silos that stifle productivity. Company-wide visibility into sales activity improves accountability and unlocks new sales opportunities through collaboration.

Getting Started with Quoter

We’re here to help at each step to make sure you get up and running quickly.

1st Onboarding Meeting

Service Implementation

Our success team helps with importing your products and services, proposal styling, account settings, and integrations.

Team Training Session

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.

User feedback drives our product roadmap

Signing up for Quoter begins a partnership working towards a common goal to make every sales opportunity a success.

Connect with our Customer Support

β€œOur experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case.”

Mark J., Senior Technology Consultant in the United States

More time working with clients, less time generating quotes

Quoter allows for a reallocation of time spent doing more meaningful work across the entire team.

See a Demo
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