Customer Support: The platform is praised for its excellent customer support, which is responsive and helpful in resolving issues
Integration Capabilities: Quoter integrates well with various systems, enhancing its functionality and making it a versatile tool for different business needs
Competitive Pricing: Quoter’s pricing is considered competitive, especially with its set monthly fee as opposed to per-user pricing, which can be more expensive with other products
Efficiency: The platform significantly streamlines the quoting process, allowing users to handle almost the entire sales process within a single quote or email. This includes embedding contracts and facilitating e-signatures
Ease of Use: Users frequently highlight Quoter’s user-friendly interface and straightforward setup process. The initial setup and template creation are quick and easy, making it accessible for new users
Invoice Management: Keeping an invoice open for an extended period can potentially hurt business continuity, as noted by some users
Feature Gaps: While the product is regularly improved, some users feel that certain features are still lacking or could be more advanced, such as billable products not importing into templates automatically
Integration Issues: There are occasional idiosyncrasies with integrations, where processing a quote in a certain way can cause integration failures
Customization Limitations: Some users have noted that Quoter lacks certain customization options, such as default text in custom fields and more advanced PSA features
