Quoter is a specialized quoting software loved by Managed Service Providers (MSPs) looking to streamline their sales processes. This comprehensive platform automates up to 30% of sales tasks, enabling teams to create professional quotes in under five minutes. With features like infinite line item configurations, manager approvals, and email tracking, Quoter seamlessly integrates with over 25 popular tools including PSA systems, CRMs, and payment gateways, helping MSPs close deals faster and get paid efficiently.
Quoter stands out by automating the quote-to-cash process for MSPs, a notoriously tedious workflow. Its integrations with PSAs and CRMs are invaluable for eliminating manual data entry, though more niche integrations would broaden its appeal. Skip it if your sales process is already highly streamlined or you lack compatible systems.
The platform's emphasis on standardization, particularly with line item configurations, ensures quote consistency but may feel rigid for businesses with highly customized offerings. While the manager approval feature enhances oversight, some users might find it adds an extra layer of complexity.
Our overall opinion, Quoter offers a robust solution for MSPs aiming to automate quoting and accelerate sales. Just carefully assess your current workflow and integration needs before diving in.
"Standardize your most commonly sold service packages using Quoter's infinite line item configurations, including pre-defined descriptions, pricing models, and optional add-ons, to ensure consistent quoting across your sales team, reduce errors, and accelerate quote creation for faster deal closure on recurring revenue opportunities."