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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Description

WBudget is an online tool aimed at making the process of creating, modifying, and submitting quotes and sales proposals more straightforward. Its intuitive design empowers both professionals and businesses to produce visually appealing documents while optimizing their sales workflows. Users have the flexibility to build tailored databases by incorporating unique categories, attributes, and statuses as per their needs. Additionally, WBudget connects seamlessly with various business applications through Webhooks, facilitating access to APIs that boost its capabilities. This integration allows organizations to leverage CRM and ERP systems to align customer and product data, thereby enhancing the efficiency of generating commercial proposals through these cohesive solutions. Overall, WBudget serves as a valuable asset for any business seeking to streamline its proposal management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Zapier Yes 
Agile CRM Yes 
Autotask PSA Yes 
Constant Contact Yes 
Datto RMM Yes 
Google Meet No 
Highrise Yes 
HubSpot Customer Platform Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
Microsoft Teams No 
QuickBooks Online Yes 
RD Station No 
Strategy Overview Yes 
Syncro Yes 
Xero Yes 
Zoho CRM Yes 

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Zapier Yes 
Agile CRM No 
Autotask PSA No 
Constant Contact No 
Datto RMM No 
Google Meet Yes 
Highrise No 
HubSpot Customer Platform No 
Kaseya BMS No 
Keap No 
Mailchimp No 
Microsoft Teams Yes 
QuickBooks Online No 
RD Station Yes 
Strategy Overview No 
Syncro No 
Xero No 
Zoho CRM No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

$23/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

Vendor Details

Company Name

WLabs

Founded

2019

Country

Brazil

Website

www.wbudget.app/

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator Yes 
Proposal Generation No 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration No 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control Yes 

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