Manage Quotes

Don’t let revenue slip through the cracks

With Quoter’s features for managing quotes (and contracts), MSPs can track quotes sent, automate follow-ups, and keep tabs on every quote that goes out the door.

Know when your recipients open quotes

By white-labeling your Outlook, Gmail, or other email client, Quoter allows you to centralize sending activity and leverage Email Tracking to track the status of quotes you send within Quoter. Now, you can confirm delivery and know when the recipient opens it.

Schedule automated follow-ups on pending quotes

With Automated Quote Reminders, you can schedule follow-up messages to send to recipients for pending quotes, making it effortless to maintain timely check-ins for prospective new work.

Get a clear picture of your sales pipeline and team performance

With Quoter’s Reporting & Analytics, you’re always up to speed on your MSP’s quoting activity. Monitor costs and margins, top-earning products and services, and salesperson performance. Visual graphs make it easy to identify trends in quotes won and lost so you can make data-driven plans for company growth.

Centralize contract creation, tracking, renewals, and acceptance

Quoter Contracts lets you create new contract agreements from saved templates, track pending contracts, and manage renewals before contract expiry, all in one place. You can also have accepted quotes trigger contracts, MSAs, or any other required documents to be sent to clients automatically for seamless onboarding.

Know the status of every quote and contract without the mental clutter

MSPs have enough to keep track of. Automate quote management tasks in Quoter for effortless oversight.

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