How it Works
How it works
Quoter simplifies your sales quoting process
The businesses that implement our proven quote-to-cash workflow quoting solution see tangible ROI within weeks.
Create & send beautiful, professional sales proposals
Impress customers and prospects with elegant, professionally branded proposals. With Quoter, everything you need to create, send, and track sales quotes is managed in one place.
Automate pricing with configurable products & services
Create configurable products and services to automate pricing calculation based on the customer’s needs at the time of quote creation. Quoter makes it easy to create user-selectable options, such as size, model, plan, material, or any other variable that would affect the configuration and pricing of a product or service.
Close deals faster with electronic quote acceptance & signatures
- Once a customer is ready to order, they can accept and sign the quote electronically.
- Quoter’s online payment processing also allows you to accept secure online payments by credit card and integrate with Quickbooks.
- You can choose whether to require payment in full, or collect a deposit for larger quotes.
Thinking of Quoter as the Sales Ops role in your business
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Product Highlights
An optimized workflow for B2B sales
Getting Started with Quoter
We’re here to help at each step to make sure you get up and running quickly.
Contact us
1. Professional onboarding
Our success team helps with importing your products and services, proposal styling, account settings, and integrations.
2. Your team is added
A team training session is included to go over account tips and best practices. The training session is recorded and sent to you afterwards.
3. 90-day check-in
We touch base roughly 90 days after onboarding to ensure your business is getting the most out of Quoter.
