Product Overview of Quoter
Quoter is a cloud-based, modern quoting software designed to streamline and automate the quote-to-cash process for technology service providers, including Value-Added Resellers (VARs), Independent Software Vendors (ISVs), and Managed Service Providers (MSPs).
What Quoter Does
Quoter is engineered to help businesses save time, eliminate errors, and get paid faster by automating and standardizing the quoting process. It consolidates the entire sales process into a single, efficient step, enabling teams to communicate their value more effectively and make selling a core competency.
Key Features and Functionality
Automated Quoting
Quoter automates the quoting process, reducing manual data entry and the risk of human error. It integrates with various tools such as Professional Services Automation (PSA), Customer Relationship Management (CRM) systems, distributor lists, and accounting software to automatically populate client and product data.
Customizable Templates
The software offers professional, branded templates that create consistent and beautifully presentable proposals. These templates handle all the formatting, ensuring that sales quotes deliver a polished and professional purchasing experience.
Product Configurator
Quoter’s Product Configurator allows clients to customize quotes based on pre-set variables such as size, color, quantity, or other relevant parameters. This feature eliminates lengthy back-and-forth discussions about customization options and enables clients to see the impact of their choices on the final quote in real-time.
Optional Items
The Optional Items feature lets you include up-sell or cross-sell options in your quotes. Clients can select these items, and Quoter will automatically adjust the quote accordingly, reducing the need for back-and-forth communication.
Real-Time Pricing and Multi-Currency Support
Quoter provides real-time pricing updates and supports multiple currencies, ensuring that quotes are accurate and relevant to the client’s location.
E-Signature and Payment Gateway Integration
The software integrates with e-signature tools and payment gateways, allowing clients to sign and pay for quotes electronically. This streamlines the process from proposal to payment.
CRM and PSA Integrations
Quoter integrates seamlessly with CRM and PSA systems, automating customer data retrieval and reducing manual entry. This ensures all client information is centralized and up-to-date, facilitating a smooth transition from quoting to managing the customer relationship.
Approval Workflows and Notifications
The software includes automated oversight features that notify team members when a quote is drafted, allowing for final reviews before sending. This is particularly useful for delegating quoting tasks to multiple team members.
Analytics and Reporting
Quoter offers robust analytics and reporting tools, providing insights into the quoting process and helping businesses optimize their sales strategies.
Discount Management and Tax Calculation
The software supports complex pricing requirements, including volume discounts, percentage-based fees, and tax calculations, ensuring that all financial aspects of the quote are accurately managed.
Benefits
- Efficiency: Automates the quoting process, reducing time spent on manual data entry and minimizing errors.
- Professionalism: Creates consistent, professionally formatted quotes that enhance the client experience.
- Integration: Connects with a wide range of tools and systems, streamlining the quote-to-cash process.
- Customization: Allows clients to customize quotes based on their specific needs, reducing back-and-forth communication.
- Scalability: Supports businesses of all sizes, from startups to enterprises, with unlimited user pricing plans.
By leveraging these features, Quoter empowers sales teams to focus on what truly matters – growing the business and providing exceptional service to clients.