Quoter

Quoter is a platform designed specifically for IT Service Providers to save time and increase revenue by streamlining the process and standardising the system to eliminate errors that could cost them money. The software helps increase revenue through dynamic bundling and up-selling, eliminates bottlenecks by allowing the entire team to be added without purchasing additional licences, and enables better organisation with simplified quote and proposal templates.

Approvals can be set with custom rules to provide autonomy with oversight. The platform is cloud-hosted, allowing access from anywhere, and helps increase conversion rates by sending quotes faster. Quoter also provides sales enablement data to identify the best customer relationships and allows customers to approve, sign and pay without sending an email.

The platform offers templates and configurable products, recurring and managed services, automated email reminders and quote status tracking. Quoter also supports e-signatures, agreements and payments, while integrating with existing technology stacks used by businesses. The platform allows businesses to add their entire team at a flat rate, and provides onboarding support and customer service to ensure a smooth transition. By using Quoter, firms can spend more time working with clients and less time creating quotes, increasing overall efficiency and productivity.