Quoter Software offers a comprehensive suite of features designed to streamline the quoting process for B2B businesses. Key features include automated workflows, smart templates for quick and accurate quote generation, and a product configurator for customizable pricing. The platform also supports e-signatures, and multi-currency transactions, and integrates with various CRM and accounting tools to ensure a cohesive workflow. Additionally, Quoter provides advanced reporting and analytics, real-time pricing and inventory integration, and options for branding and personalization to align quotes with a business’s unique identity. These features collectively enhance operational efficiency, improve customer experience, and help businesses close deals faster.
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APIAccess Controls/PermissionsAccounting IntegrationActivity DashboardAlerts/NotificationsApproval Process ControlApproval WorkflowAutomated QuotingAutomatic FormattingBilling & InvoicingCRMCatalog ManagementClient PortalCollaboration ToolsConfiguration ManagementContact DatabaseContact ManagementContent LibraryContract/License ManagementCustomer HistoryCustomizable ReportsCustomizable TemplatesData Import/ExportData SynchronizationDocument ManagementDocument ReviewDrag & DropElectronic PaymentsElectronic SignatureEmail ManagementEstimatingFor Internal UseMulti-CurrencyOpportunity ManagementPipeline ReportsPrice and Cost CalculationsPrice/Margin ManagementPricing ManagementProduct ConfiguratorProposal GenerationReal-TimeData RemindersReporting & StatisticsRole-Based PermissionsSales ReportsSales Trend AnalysisSearch/FilterSegmentationSelf Service PortalTaggingThird-Party IntegrationsVersion ControlNo data available
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