Quoter is online quoting software for sales teams. Features include quote and proposal automation, contact management, tracking and analytics, and online payments.
The ability to create proposals that are easy-to read with no typos or spelling mistakes! I love how customizable it makes everything from font size/color etc., so you can make your quotes look exactly like what's in their product catalogs (which helps when presenting them).
It takes some time getting used to but once there aren't any issues of confusion as far as formatting goes this works great!! We use QuoteBot all day long at work - we've been able to save tons of money by not having ourβ¦
Pros
I love the ability to make quotes as easy to read as what's in the product catalogs!
Cons
It's not a great look when you've been in the quotes that long and the formatting's a bit messy as a product
The ease of use makes this tool fantastic! I was able to figure it out quickly with help from their excellent support staff. We used the product primarily as an email address book but also created quotes (for home improvement projects) in order to get leads generated that would then be sent over through our CRM system for follow up. They can't do everything you want them too - sometimes they need clarification which isn't always easy when your not directly speaking face-to-face or using videoβ¦
Pros
The ease of use & quick learning and the customer service
Cons
It's easy to get over excited about the product and over invest into it which then leads to issues