Features Overview

Quoting software features to speed up sales for MSPs

Configure, price, quote, and get paid faster with Quoter, the quote-to-cash platform that helps MSPs of all sizes exceed their sales targets.

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Build Quotes

Want to build a quote in five minutes or less? Quoter makes it possible for MSPs, even with all the nuance of selling hardware, software, and services.

Here’s how: Quoter provides infinitely configurable customizations for products and services while automatically formatting quotes in professionally branded, easy-to-read digital documents. With reusable templates, you can standardize quote and proposal content, including product descriptions, configurations, and pricing.

Integrations for your PSA and CRM pull in client data, while distributor integrations show pricing and stock availability while you build the quote, so there’s no room for human error. In five minutes or less, your quote is ready to send.

All Features for Building Quotes

Professional Templates

Save and reuse custom quotes built to fit common job types. Stand out from the pack with beautiful design and branded elements.

Product Configurator

Create configurable products and services to automate the pricing calculation. Add volume discounts, percentage-based fees, and other complex pricing requirements.

Manager Approvals

Empower your team to quote confidently with approval oversight for quotes that break policy.

Reporting & Analytics

Know your closing rate and identify top-performing users, products, and services.

Email Tracking

Stay up-to-date on client communication by knowing when your quotes are received and opened.

Contract Management

Manage your contract templates and contract activity from a centralized hub within Quoter.

Manage Quotes

Let’s set every quote up for success. With email tracking enabled in Quoter, you can track email status to confirm delivery and even see when the quote is opened. Automated quote reminders let you schedule email check-ins to quote recipients, handling the follow-up process for you.

Get a clear picture of your quoting pipeline with reports showing trends in quotes generated, won, and lost. With visual, easy-to-understand reports, you can monitor costs, margins, and salesperson performance to ensure consistency of sales experience and identify areas for improvement.

Whether you’re delivering timely follow-ups or learning from past quotes, Quoter’s features for managing quotes make every quote you send a contribution to improving your win rate.

All Features for Managing Quotes

Get Paid

With e-signature and payment processing enabled for your quotes, clients can accept, sign, and pay as soon as the quote is received—no more print-and-scan back-and-forth.

Quoter integrates with popular payment gateways, including Stripe, PayPal, and ConnectBooster, allowing you to offer multiple online payment options simultaneously.

With features to automate the crucial last steps of the quote-to-cash process, Quoter makes it easy to deliver a convenient client experience while getting paid faster.

All Features for Getting Paid

E-signatures & Agreements

Collect secure digital signatures on accepted service agreements.

Payment Processing

Integrate your merchant account and collect a deposit or payment in full when a quote is accepted.

Get started with Quoter

We help at each step to get you quoting faster, ASAP.

Fully-supported onboarding

With coordination from our Success Team, you’ll learn how to import your products and services, set your proposal styling, and configure your account settings and integrations.

Group workshops

Join us for regularly scheduled workshops where we share account tips and best practices with our Partners.

Resources for success

We’re here to help your MSP gain the most value from your Quoter experience. Our Success Team supports all Partners in leveraging the app to see continuous success.

Fully-supported onboarding

Support is included in your subscription. You can contact our Support Team anytime with questions or feedback.

“Quoter has greatly reduced our time from getting the specs for a project or managed service agreement to generating the Quote and getting it signed.”

Brian Largent
CEO, ArcLight Group

MSP offerings are complex, but quoting doesn’t have to be

Book a demo to see Quoter’s MSP-centric features in play with guidance from one of our product experts.

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