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Quoter
Wat is Quoter?
Quoter is een modern, cloudgebaseerd offerteplatform dat dienstverleners in de technologiesector helpt meer te verkopen en sneller betaald te krijgen.
Quoter is ontworpen door de oorspronkelijke ontwikkelaars van IT Glue en is bliksemsnel, gebruiksvriendelijk, en ontwikkeld om meer mensen offertes te laten maken.
Met de onbeperkte tariefplannen voor gebruikers in combinatie met de automatiseringsworkflows kun je meer van je medewerkers laten verkopen, zonder bang te hoeven zijn om de controle te verliezen.
Wie gebruikt Quoter?
Quoter is voornamelijk gericht op dienstverleners in de technologiesector.
Twijfels over Quoter?
Vergelijk met een populair alternatief
Quoter
Andere goede alternatieven voor Quoter
Reviews over Quoter
Eerder overwogen alternatieven:
A great product for MSPs to leverage online quoting and signatures
Opmerkingen: We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services
Pluspunten:
Being able to have almost my entire sales process handled in a single quote/email is great. We have our contracts embedded into the templates making it easy for managed services as well as hardware
Minpunten:
The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain.
Great quoting software
Opmerkingen: needed a quoting software more advanced than harvest and quoter fit the bill
Pluspunten:
very easy to use and setup. integrations are very easy and support is great
Minpunten:
set up took some time and there was definitely a learning curve but its been running smoothly since
Eerder overwogen alternatieven:
Wholesale changes made without notice
Opmerkingen: While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product.
Pluspunten:
The user interface is very easy to use and there is integration with quite a number of third party applications
Minpunten:
There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes.
Eerder overwogen alternatieven:
Quick and Easy
Opmerkingen: Our closing rate went up 60% once we fully implemented the solution.
Pluspunten:
Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them.
Minpunten:
Removing retired or older items is difficult. Be nice to sort by date added and modified so older services or items can be purged easily.
Eerder overwogen alternatieven:
Fantastic and Simple Quoting Platform
Opmerkingen: Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case.
Pluspunten:
We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates. The system is extremely simple to use and manage, changes can be implemented quickly and it's easy to generate quotations quickly.
Minpunten:
There is not a great quote search tool to categorize quotes by company, contact or product category. I would like to see integration with Amazon or Newegg, but that's not necessarily typical. Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to. For example, i can't have text dividers between quote line items to indicate different sections of the quote. The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options.
