Great tool for creating quote templates, tracking opportunities, has automated followup reminder email to prospects. Lots of great features! Review collected by and hosted on G2.com.
Can't think of anything that I dislike about Quoter! Review collected by and hosted on G2.com.
Easy quoting and maintaining product database.
Great integration with Salesforce
Good integration with Stripe
Good integration with Quickbooks
Reasonably priced for a small business. Review collected by and hosted on G2.com.
Stripe integrations could break out products for invoicing instead of creating an invoice for the whole amount.
Everything else is pretty great, so no other wishes. Review collected by and hosted on G2.com.
You've got a well-oiled machine here, Douglas. Thank you for the feedback on Stripe invoicing - I'll take this back to our product team.
meant to give prices to customers and you can see when the customer has seen the price Review collected by and hosted on G2.com.
cannot change company / name after it has been sent Review collected by and hosted on G2.com.
The simplicity of using Quoter is what is like the most. Review collected by and hosted on G2.com.
The formulas to figure things out, such as shipping charges. Review collected by and hosted on G2.com.
Easy to use, looks professional, and makes my work more productive. Review collected by and hosted on G2.com.
I can't think about anything at this moment Review collected by and hosted on G2.com.
Easy to use and the ConnnectWise integrations. Review collected by and hosted on G2.com.
Delivery to client methods could be improved. Review collected by and hosted on G2.com.
Using templates to create new quotes with the option to add additional items and customization really streamlines the quoting process Review collected by and hosted on G2.com.
I would like to see more options for sorting quotes in the main dashboard Review collected by and hosted on G2.com.
Awesome feedback - thank you, Richard.
I am curious about which sorting options you'd like to see in the main dashboard. Feel free to connect over email sbauer@quoter.com.
Quoters is one of the industry leading proposal software. I like how it intergrates with Autotask and Quickbooks Online. This makes quoting very easy to do. Review collected by and hosted on G2.com.
I do not like the limitations in the integration. It would be nice if the platform had an integration with vendors such as Pax8 or Ingram. Review collected by and hosted on G2.com.
Thank you for your feedback Antwine,
We do integrate with Ingram Micro, and we're working hard to add more integrations to our roadmap. Pax8 is on our radar.
See how ScalePad Quoter improved
Save time creating quotes. Managing and creating quotes are a snap. No longer needing to mess around with a word document. Review collected by and hosted on G2.com.
Searching for products. When searching vendors, not always displaying relevant results. Review collected by and hosted on G2.com.
Quoter has increased efficiency (and revenue) through its streamlined and no-nonsense approach toward clear communication of a quote and the options available to the recipient for proceeding. Review collected by and hosted on G2.com.
Quoter has a distinctive UI that can be difficult to learn at first. While our sales reps work in IT, the deployment and training of Quoter was not as smooth as anticipated. Review collected by and hosted on G2.com.