Quoter Review

Quoter, formerly known as Socket, is a CPQ software that saves time, eliminates errors and enables fast payments. You can enjoy organizing your accounting with this cloud-based application thanks to its ease of use and convenient pricing options. You can even abstract particularly complex spreadsheets, as Quoter puts all the tools you need to create a quote in one platform. This includes product and service configurations, standard pricing and special discounts, proposal information, and even reusable templates. It also makes it easy for your customers to accept proposals. This is possible because the solution includes support for electronic signatures and online payments. You don’t have to worry about the security of card processing, as the solution will take care of it for you.

QUOTER – FEATURES

• Add products & services in groups: choosing to show the items in a bundle will display the components as regular line Items on the quote. This makes it easy for you to add multiple Items to the quote without needing to select the Items or quantities individually
• Line item display options: you can also choose whether you’d like the bundle + bundle description to be shown on the quote, or have the components listed as normal line items. Selecting the former will simply show the total amount for all the packaged items
• Cross-sell & up-sell services with optionals: creating an optional bundles makes it easy to offer alternative product packages to customers, so they have more freedom when accepting your quote
• Simple & intuitive setup: the easy-to-use interface makes building out your templates a breeze. You can create and send your first quote in a matter of minutes, adding additional customized templates as you go. Once you have refined your templates, quotes can be created in seconds with just a few clicks
• Cross-sell and up-sell services: creating optional packages makes it easy to offer alternative products so they have more freedom of choice
• Simple and intuitive setup: the simple and easy-to-use interface makes creating your templates a breeze. You can create and subcontract Once your templates are refined, you can create quotes in seconds with just a few clicks
• Built for your specific business requirements: build your own simple configure-price-quote (CPQ) system where complex products and services can be configured and quoted by your sales team with just a few clicks
• Flexible pricing configuration: the software offers powerful pricing configuration options giving you tremendous flexibility in automating the pricing of your products and services.