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

"...When we launched our company we were generating Excel quotes with a very loose sign-off process for new customers...." Peer review by Cary Yocum

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,

Comprehensive Insights on Quoter Use Cases

How can Quoter enhance your Sales Document Management process?

What solutions does Quoter provide for Products & Pricelist Management?

What solutions does Quoter provide for Contact List Management?

Why is Quoter the best choice 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.

Video

Quoter Product Update for May 2024

Video Thumbnail

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

Product

Lifecycle Manager X Enables Customer Success for MSPs

ScalePad has launched Lifecycle Manager X, transforming its Lifecycle Manager into a Customer Success Platform tailored for Managed Service Providers (MSPs). This new module introduces strategic capabilities such as AI-powered client summaries, budget forecasting, and service quality analytics, empowering MSPs to become strategic partners rather than just service providers. Lifecycle Manager X is now available for all Lifecycle Manager Pro partners.

Product

SOC 2 report walkthrough: Understanding the content

ScalePad has achieved SOC 2 Type II compliance for multiple products, including Lifecycle Manager, Lifecycle Insights, Backup Radar, ControlMap, and Quoter. This compliance demonstrates ScalePad's commitment to high security and privacy standards, providing a competitive edge for Managed Service Providers (MSPs). ScalePad utilized its own ControlMap platform to streamline the compliance process, offering MSPs a tool to expedite their SOC 2 preparations.

Product

ScalePad Announces Free GRC Platform Built for MSPs | ScalePad

ScalePad has launched two new tiers of its compliance platform, ControlMap Free and ControlMap Essentials, designed for Managed Service Providers (MSPs). These tiers aim to simplify and reduce the cost of delivering Governance, Risk, and Compliance (GRC) services, enabling MSPs to build and monetize compliance practices. ControlMap Free offers a no-cost entry into the compliance market, while Essentials provides tools for ongoing delivery of vCISO services across multiple frameworks.

Awards

One of North Americas Top 100 Inspiring Workplaces | ScalePad

ScalePad has been recognized as one of North America's Top 100 Inspiring Workplaces for the second consecutive year. This award highlights ScalePad's dedication to a people-first culture, emphasizing employee engagement, leadership, and overall workplace experience. The recognition adds to ScalePad's accolades in 2025, including multiple product awards and being named a Great Place to Work.

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

Financials

SEED