Quoter
Product information
Reviews
4.0 out of 5 stars
Quoter is best for SMBs and mid-market sales teams who need to streamline and automate their quoting and proposal processes. It stands out for its intuitive interface, fast quote generation, and strong integrations with popular CRMs, but may not be ideal if you require highly customized workflows or deep enterprise-level features. Compared to PandaDoc and QuoteWerks, it’s better suited for teams that want a straightforward, easy-to-adopt quoting solution without a steep learning curve. If you’re dealing with slow, error-prone manual quoting, this is probably the right tool. If not, you might want to explore more robust platforms like Salesforce CPQ or Conga.
Product options
Tool Details
- PandaDoc
- QuoteWerks
- Salesforce CPQ
- Conga
- Proposify
- Very easy to set up and use
- Fast quote creation and delivery
- Solid CRM and payment integrations
- Good template management
- Responsive customer support
- Limited advanced customization options
- Not ideal for complex enterprise workflows
- Reporting features are somewhat basic
- Some integrations require higher-tier plans
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