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Average Ratings 0 Ratings

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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

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Agile CRM Yes 
Autotask PSA Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Constant Contact Yes 
Datagate Telecom Billing Yes 
Highrise Yes 
Kaseya BMS Yes 
Mailchimp Yes 
Microsoft Dynamics 365 No 
QuickBooks Online Advanced Yes 
SAP CRM No 
Strategy Overview Yes 
Xero Yes 
Zapier Yes 
Zest MSP Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Agile CRM No 
Autotask PSA No 
ConnectBooster No 
ConnectWise PSA No 
Constant Contact No 
Datagate Telecom Billing No 
Highrise No 
Kaseya BMS No 
Mailchimp No 
Microsoft Dynamics 365 Yes 
QuickBooks Online Advanced No 
SAP CRM Yes 
Strategy Overview No 
Xero No 
Zapier No 
Zest MSP No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

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

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

Vendor Details

Company Name

Xait

Founded

2000

Country

Norway

Website

www.xait.com/xaitcpq

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

CPQ

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

Product Configurator

2D Drawing Yes 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

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