Quoter Overview

Quoter is a cloud-based CPQ software that helps technology service providers create accurate sales quotations quickly using smart, reusable templates. It enhances customer relationships and streamlines the quote-to-order process with seamless integrations.

Use Cases

Customers recommend Sales Document Management, Products & Pricelist Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Quoter.

Other use cases:

  • Contact List Management
  • Tracking & Monitoring Communications
  • Competitive Intelligence
  • Engaging And Following Up
  • Lead Tracking
  • Lead Management
  • Track Learning Progress
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Quoter.

Other priorities:

  • Launch New Products
  • Enhance Customer Relationships
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Quoter Use-Cases and Business Priorities: Customer Satisfaction Data

Quoter's features include Templates, Personalization, Live Monitoring, etc. and Quoter support capabilities include 24/7 Support, Email Support, Chat Support, etc. also Quoter analytics capabilities include Custom Reports, and Analytics.

Reviews

"...providing a quoting tool for a dispersed organization that integrates with Salesforce and our systems...." Peer review by Blair C, VP, Revenue Performance Group, Management Consulting

Quoter, Competera, Dealhub, Conga CPQ, ResponsiBid, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Quoter

Top Industries

  • Information Technology and Services
  • Computer Software
  • Manufacturing

Popular in

  • Small Business
  • Mid Market

Quoter is popular in Information Technology And Services, Computer Software, and Manufacturing and is widely used by Small Business, and Mid Market,

Quoter Customer wins, Customer success stories, Case studies

How does Quoter address your Sales Document Management Challenges?

Why is Quoter the best choice for Products & Pricelist Management?

What benefits does Quoter offer for Contact List Management?

What Are the key features of Quoter for Tracking & Monitoring Communications?

11 buyers and buying teams have used Cuspera to assess how well Quoter solved their CPQ needs. Cuspera uses 1008 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

TeamLogic IT - Information Technology And Services

ScalePad IT Asset Disposal in Lifecycle Manager helped TeamLogic IT fix a slow and risky asset disposal process. Before, they had to store old client equipment for weeks or months, which was a securi...ty risk. The team even used drills to destroy hard drives, leading to accidents. With ScalePad, TeamLogic IT made asset disposal safer and faster. This improved client experience and added new profit for the business.

Read on →

Wilkins IT Solutions - Information Technology And Services

Quoter helped Wilkins IT Solutions make sales faster. The company used Quoter’s integrations for PSA, distributors, e-signature, and online payments. Now, even junior staff can prepare quotes in minu...tes. The sales process is now one step and takes five minutes or less. Quoter lets the team send one email instead of three or four. This saves time and helps the remote team work better together.

Read on →

Curatrix Technologies - Information Technology And Services

Curatrix Technologies used ScalePad Lifecycle Manager to move from a reactive to a proactive managed service provider model. They wanted to improve client satisfaction and consistency by preventing i...ssues before they start. With Lifecycle Manager, Curatrix created structured quarterly business reviews and could forecast client needs up to 12 months ahead. This helped them plan hardware replacements and maintain high-quality service. The new approach made client meetings more effective and improved overall operations.

Read on →

Cinos - Information Technology And Services

Cognition360 helped Cinos solve complex ConnectWise reporting problems. Cinos struggled to access project financials and billing data in ConnectWise. Cognition360 delivered custom Procurement and Com...mission Reports, making it easy to track products and billing by payment profile. Cinos can now bill £260,000 in just one hour, a task that used to take much longer. The solution increased efficiency and reduced manual errors for Cinos.

Read on →

Vigilant Systems - Information Technology And Services

ControlMap helps Vigilant Systems deliver Compliance-as-a-Service to clients worldwide. Vigilant uses ControlMap to manage complex compliance tasks, including ISO 27001, SOC 2, and HIPAA support. The... platform integrates with Confluence and Notion, saving hours of manual work. ControlMap makes compliance management smooth for clients and auditors. Vigilant creates easy-to-follow compliance plans and builds trust with clients using ControlMap.

Read on →

MicroAge Swift Current - Information Technology And Services

Backup Radar helped MicroAge Swift Current automate backup monitoring. Before, they tracked backups with emails and spreadsheets, missing some failures. This led to lost time and risked client data. ...With Backup Radar, all backups are tracked in one dashboard. The team now saves more than 10 hours each week. This time savings lets them focus on other work and increases revenue. The process is now fast and reliable.

Read on →

Quoter Product Update for May 2024

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Frequently Asked Questions(FAQ)

for Quoter

What is Quoter?

Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue.

Quoter helps to easily standardize the product, pricing, and quotation details, allowing to create and send comprehensive proposals with just a few clicks. Its seamless integrations help reduce data entry and streamline the quote-to-order process.

Some of its features create beautiful, professional sales proposals in seconds, automate pricing with configurable products and services, minimize data entry with smart, reusable templates, Close deals faster with electronic quote acceptance and payments, and many more.

What is Quoter used for?

Quoter is a CPQ Software mainly used by its customers to Acquire Customers and Increase Sales & Revenue by Sales Document Management, Products & Pricelist Management and Helpdesk Management .

What are the top features of Quoter?

Templates, Personalization and Live monitoring are some of the top features of Quoter.

Who uses Quoter?

Quoter is used by Information Technology And Services, Computer Software and Manufacturing among other industries.

What are Quoter alternatives?

Competera, Dealhub, Conga CPQ and ResponsiBid are popular alternatives for Quoter.

Where is Quoter located?

Quoter is headquartered at Bellevue, Washington 98007, US.
lightning

Peers used Quoter for sales document management and products & pricelist management

Quoter Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.66/5 ★

Read Reviews (83)
Analytics

3.50/5 ★

Read Reviews (15)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.66/5 ★

Read Reviews (83)
Analytics

3.50/5 ★

Read Reviews (15)

Software Failure Risk Guidance

?

for Quoter

Overall Risk Meter

Low Medium High

Top Failure Risks for Quoter

ScalePad Inc News

Partnership

Cork Cyber Announces Integration with ScalePad to Elevate MSP QBRs Through Lifecycle Manager X

Cork Cyber integrates with ScalePad's Lifecycle Manager X to enhance MSP quarterly business reviews (QBRs).

Read more →
Partnership

Cork Cyber, ScalePad Integrate to Streamline MSP QBR Prep - Channel Insider

ScalePad and Cork Cyber have integrated Cork Vantage with ScalePad's Lifecycle Manager X to streamline MSP quarterly business reviews (QBRs). This integration embeds cybersecurity and compliance data into ScalePad Deliverables, reducing preparation time and enabling strategic discussions. The collaboration aims to automate and standardize client-facing reviews, enhancing communication of security posture and business outcomes.

Read more →
Product

ScalePad Launches Product Capabilities to Support a New Era of Customer Success in the MSP Channel - ACCESS Newswire

ScalePad has launched new platform capabilities aimed at enhancing Customer Success for Managed Service Providers (MSPs). Announced at their Ignition event, these updates include automated QBR preparation, end-to-end CMMC automation, real-time backup compliance visibility, and a unified API for client data. These features aim to help MSPs transition from reactive service delivery to proactive, outcome-driven client success.

Read more →
Partnership

Cork Cyber Announces Integration with ScalePad to Elevate MSP QBRs Through Lifecycle Manager X - Sarasota Herald-Tribune

ScalePad has integrated Cork Cyber's Vantage platform into its Lifecycle Manager X, enhancing managed service providers' (MSPs) quarterly business reviews (QBRs) by providing cybersecurity risk and compliance insights. This integration allows MSPs to streamline QBR preparation, offering a clearer view of security posture and progress, ultimately improving client communication and decision-making.

Read more →

ScalePad Inc Profile

Company Name

ScalePad Inc

Company Website

https://www.scalepad.com/

Year Founded

2019

HQ Location

Bellevue, Washington 98007, US

Employees

1-10

Social

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Financials

SEED