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Average Ratings 4 Ratings
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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
QUOTE SMARTER. FASTER AND MORE PROFITABLY
One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake.
servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Agile CRM
Yes
Autotask PSA
Yes
ConnectBooster
Yes
Constant Contact
Yes
Datagate Telecom Billing
Yes
Datto RMM
Yes
Highrise
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
Salesforce
Yes
Agile CRM
No
Autotask PSA
No
ConnectBooster
No
Constant Contact
No
Datagate Telecom Billing
No
Datto RMM
No
Highrise
No
HubSpot CRM
No
HubSpot Customer Platform
No
Pricing Details
$99 per month
Free Trial
No
Free Version
No
Pricing Details
$75 USD/user/month*
servicePath CPQ+ Professional Edition
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.
*billed annually
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.
*billed annually
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
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
servicePath
Founded
2011
Country
Canada
Website
servicepath.co
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
No
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
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Sales Acceleration
CPQ
Yes
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
Yes
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
