--- description: Review of Quoter Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Quoter | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Quoter](/software/154117/socket) # Quoter Canonical: https://www.softwareadvice.co.uk/software/154117/socket Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/154117/socket?page=2) > Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing management, product configurator, quote/proposal creation and online payments. Teams using Quoter can utilize predefined templates, add various content including proposals, pricing, quotes, product descriptions and configuration and share them with stakeholders. The centralized platform allows users to configure sales quotes with company logo/theme, establishing brand visibility across multiple platforms. Additionally, enterprises can determine costs of products/services, automate calculations and display margin performance in the dashboard. Quoter allows integration with various third-party applications such as Webhooks, MailChimp, Zapier and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and other online measures. Send winning sales quotes in minutes. > > Verdict: Rated **4.6/5** by 54 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 54 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: ScalePad - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$149.00 - **Pricing model**: Flat Rate - **Pricing Details**: Visit scalepad.com/quoter/pricing to view our plan options. Onboarding includes the following items to ensure a successful experience with our platform: - Import and customization of your quote template - Import of your products and services - Customization of your account - Setup and configuration of your CRM, PSA, and/or distributor integrations - 2x onboarding and consulting sessions - LIFETIME SUPPORT - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, Ireland, Mexico, New Zealand, South Africa, United Arab Emirates, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Alerts/Notifications - Approval Process Control - Approval Workflow - Automated Quoting - Automatic Formatting - Billing & Invoicing - CRM - Catalog Management - Client Portal - Collaboration Tools - Configuration Management - Contact Database - Contact Management - Content Library - Contract/License Management - Customer History ## Integrations (22 total) - Agile CRM - Amazon API Gateway - Autotask PSA - Avalara - CloudRadial - ConnectWise PSA - Datagate - FreshBooks - HaloPSA - HubSpot CRM - Kaseya BMS - Keap - Mailchimp - Nutshell - OnePageCRM ... and 7 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) - [Quoting Software](https://www.softwareadvice.co.uk/directory/3570/quoting/software) - [CPQ Software](https://www.softwareadvice.co.uk/directory/4407/cpq/software) - [Sales Force Automation Software](https://www.softwareadvice.co.uk/directory/254/sales-force-automation/software) - [Contact Management Software](https://www.softwareadvice.co.uk/directory/434/contact-management/software) ## Alternatives 1. [Jobber](https://www.softwareadvice.co.uk/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews) 2. [AutoQuotes](https://www.softwareadvice.co.uk/software/428230/autoquotes) — 4.7/5 (88 reviews) 3. [FieldPulse](https://www.softwareadvice.co.uk/software/109782/fieldpulse) — 4.6/5 (411 reviews) 4. [QuoteWerks](https://www.softwareadvice.co.uk/software/63241/quotewerks) — 4.6/5 (191 reviews) 5. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3273 reviews) ## Reviews ### "Socket is Outstanding" — 5.0/5 > **Lacretta** | *23 November 2018* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: - Deeply customizable for crafting beautiful proposals and quotes via templates. - One of the best Customer Service teams that I've had the pleasure of working with; - Extensive integrations for QuickBooks, CRM, PSA and distributors such as Ingram Micro and Tech Data. - Built-in Esignature and quote acceptance > > **Cons**: There is nothing that I dislike - Socket does everything that we need it to do. > > I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. Socket has truly been a game-changer for our salesforce - it has streamlined our processes and saved valuable time. ----- ### "Simple To Use & CLEAN" — 5.0/5 > **Ben** | *17 November 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The best part about quoter is the ease of use and how it easily links with our other platforms (PipeDrive, Basecamp, Slack, Autotask) Our rep \[SENSITIVE CONTENT\] is incredibly responsive and super helpful. She has even helped me with PipeDrive issues even though that's not her software\! > > **Cons**: Versions get a bit complex and I can't delete old versions because then I can't copy a quote (which doesn't make sense to me to have to have the original version to copy..) Reports are really just data dumps to excel. I'd like a way to kick out dashboard-like reports that would be meeting-ready (for internal meetings). > > Overall, Quoter is my favorite software to work with in my day-to-day. It's quick, provides clean quote templates, and is simple to customize and manipulate. And Quoter has the best support reps I have ever encountered. I am not a glowy review kind of guy... the above comments are well earned. ----- ### "Socket Quoting Program Review" — 2.0/5 > **Nancy** | *26 June 2018* | Security & Investigations | Recommendation rating: 1.0/10 > > **Pros**: The cost was minimal per person. Ease of setup was very easy. Day to Day usage from relatively easy. > > **Cons**: Socket has no customization at all. The biggest challenge we found is that each line item would not display its discount. Ex: if MSRP and customer discount was 50% off, it didn't show the cost for that line item. The discount was shown below the subtotal in the bottom of the quote. So if customers needed line item pricing, they had to do math on the individual lines. ----- ### "Could not recommend this product enough" — 5.0/5 > **Oliver** | *5 February 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The product is very easy to use and integrates really well with our other systems. Pricing was very competitive compared to other products and a huge factor was the set monthly fee as opposed to the pricing per user which worked out very expensive when comparing other products. We have a handful of users which only create Quotes very occasionally and we couldn't justify spending the large monthly fee other vendors were quoting. Quoter is simple but does the job amazingly. F > > **Cons**: I can't think of a single issue we've had throughout the time using it. It works and does the job amazingly for us. > > As the business grew we needed something that would be scalable and save us time. Prior to Quoter we were spending lots of time creating quotes from scratch which was very time consuming and didn't feed into any of our systems. Quoter completely changed our experience and process with quoting which has saved countless amounts of time over the last 2 years. We have recently migrated from ConnectWise PSA to Autotask PSA and the Integration with both products is excellent. The recent release of Optional Items is a great feature which will allow us to upsell items to customers that we wouldn't previously include on the quote. This gives them the option to pick or choose as they require. The Support has always been excellent when reaching out and we have not had a single incident/outage that I can recall in our time. ----- ### "We love Socket - Works Great With Infusionsoft" — 5.0/5 > **Tom** | *19 September 2017* | Renewables & Environment | Recommendation rating: 9.0/10 > > **Pros**: We use Socket for our quotes and absolutely love the integration with Infusionsoft. There is a contact lookup feature so when you search for someone's name the Infusionsoft record comes up, and you can apply Infusionsoft tags when the quote is sent and when a customer accepts the quote. The quotes themselves look good and have all the functionality we need to present a professional document to our customers. The Socket technical support is top notch. > > **Cons**: Up until now, the reporting hasn't been as detailed as we would have liked, however, Socket is due to release a new reporting dashboard so we are looking forward to seeing what it will be like. > > Fast and easy to use quoting software that allows up to produce professional looking quotes that we then integrate into a PDF document. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/154117/socket?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/154117/socket) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data