PSQuoteCLD Partners
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QuoterQuoter Software
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Related Products
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About
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.
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About
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Sales teams searching for a solution to manage their resources and improve their business operations
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Audience
Sales teams and businesses of all sizes, from startups to global brands
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$99 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Company InformationQuoter Software
Founded: 2019
Canada
www.quoter.com
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Alternatives |
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Categories |
Categories |
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Not Supported
Guided Selling
Not Supported
Product Configurator
Not Supported
Proposal Generation
Not Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
Proposal Management Features
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Supported
Content Repository
Not Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Not Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Not Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Not Supported
Product Configurator
Not Supported
Proposal Management
Not Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Not Supported
Customer Database
Not Supported
Email Marketing
Not Supported
Field Sales Management
Not Supported
Lead Management
Not Supported
Opportunity Management
Not Supported
Performance Metrics
Not Supported
Proposal Generation
Not Supported
Referral Tracking
Not Supported
Sales Forecasting
Not Supported
Territory Management
Not Supported
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Supported
Guided Selling
Not Supported
Product Configurator
Supported
Proposal Generation
Not Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Not Supported
Content Repository
Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
Salesforce
Supported
Agile CRM
Not Supported
Autotask PSA
Not Supported
Conga CLM
Supported
ConnectBooster
Not Supported
Datagate Telecom Billing
Not Supported
Datto RMM
Not Supported
Highrise
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
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Integrations
Salesforce
Supported
Agile CRM
Supported
Autotask PSA
Supported
Conga CLM
Not Supported
ConnectBooster
Supported
Datagate Telecom Billing
Supported
Datto RMM
Supported
Highrise
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
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