What does the onboarding fee include?

The onboarding fee 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

What happens if I exceed my plan usage limits?

You can exceed your monthly limits twice within a 12 trailing-month period before you’re automatically upgraded to the most suitable plan. We’ll let you know when you go over the limits and before you’re bumped to a higher plan. Don’t worry, we’ll never prevent you from generating quotes, should you go over the limit.

Do I need a payment gateway to accept online payments?

Yes. To accept online payments using Quoter, you must have a supported third-party payment processor such as Stripe, Authorize.net, or PayPal.

Do you charge any transaction fees for online payments?

No. We do not charge transaction fees for payments that you accept through Quoter.

Can I disable the online payments feature?

Yes. If you wish to accept payments via other means, you can disable the online payments feature. In that case, you may want to use Quoter’s Electronic Acceptance feature instead.

Do I have to sign a long-term contract?

No. If you choose our monthly billing option, you can cancel at any time. Should you choose to do so, we won’t prorate your last month, but you won’t be billed again. If you choose our annual billing option, payment is collected up-front and is non-refundable.

Your credit card is automatically charged monthly or yearly, depending on which billing plan you choose. You will receive a statement each month, clearly indicating what you were billed for.

Can my customer and quotation data be exported?

Yes. You can export your customer and quotation data at any time.

Can I get a demo today?

Book a call here and we’ll check availability: Schedule it!

乐胖代购免代理版

All Plans Include Unlimited Users

Add your entire team with one flat rate. Lifetime support & service implementation to get set up right the first time.

🌱 Basic

$149 /mo

$119 /mo

~~$1788~~ $1428 /yr

∞ Unlimited Users

See a Demo

Buy Basic Monthly

Buy Basic Annually

📈 Standard

$289 /mo

$229 /mo

~~$3468~~ $2748 /yr

∞ Unlimited Users

See a Demo

Buy Standard Monthly

Buy Standard Annually

🚀 Pro

$429 /mo

$339 /mo

~~$5148~~ $4068 /yr

∞ Unlimited Users

See a Demo

Buy Pro Monthly

Buy Pro Annually

👔 Enterprise

Get Premium Integrations and Multi-Tenant Support in our Custom Enterprise Plan options.

Contact Sales

Basic

For solo operations

BUILDING QUOTES

Unlimited Users: Yes
Quote Volume: 35 Quotes/Month
Dedicated Support Specialist: Yes
Multi-factor Authentication With MFA enabled, users logging into your account will be prompted for an additional short-lived authentication code from their MFA device, such as Google Authenticator.: Yes
PSA & CRM Integrations View all PSA and CRM Integrations: Yes
Distributor Integrations Distributors including Amazon, Ingram Micro, TD Synnex, D&H, and Dicker Data: Yes
Product Cloud Product feed provided by Etilize. Integrate your Distributors for real-time pricing and availability: Yes
Quote Sections: Yes
Optional Items: Yes
Discounting Create and manage discount codes for internal use. Discounts can be made as a percent or fixed amount: Yes
Tax Engine Create and choose which county/city/regional taxes to apply on a Quote: Yes
Multi-currency Support Add up to 5 currency zones: Yes
Bundles Bundles can be added to any plan as an add on: No
Single Select Singe Select can be added to any plan as an add on: No
Line Item CSV Import (Basic): Yes
Line Item CSV Import (Advanced) Advanced Import can be added to any plan as an add on: No
Price Modifiers Easily calculate a line item’s unit price based on a markup calculation or a margin calculation.: Yes
Line Item Bulk Updating Bulk update Line Item pricing in a Section.: No

SENDING QUOTES

Online Acceptance & E-Signature: Yes
Online Payments Integrate with Stripe, PayPal, ConnectBooster and more: Yes
Quote Revisions See a version history on edits made to a Quote, and roll back to an older version if needed: Yes
Mail Merge Fields Replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages: Yes
Manager Approvals Manager Approvals can be added to any plan as an add on: No

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking Track email delivery status on every quote and proposal sent to a customer: Yes
Automated Quote Reminders Up to 3 Automated Quote Reminders can be scheduled and sent by email at custom intervals: No
Automated Procurement Pick List: Yes
Reporting Reporting can be added to any plan as an add on: No

PREMIUM INTEGRATIONS

Avalara Integration Tax automation software. Avalara can be added to any plan as an add on: No
Salesforce Integration Salesforce can be added to any plan as an add on: No
Hubspot Integration Hubspot can be added to any plan as an add on: No
SAML SSO SAML SSO can be added to any plan as an add on: No
Multi-Tenant Support Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.: No

See a Demo

Standard

For small teams

BUILDING QUOTES

Unlimited Users: Yes
Quote Volume: 75 Quotes/Month
Dedicated Support Specialist: Yes
Multi-factor Authentication With MFA enabled, users logging into your account will be prompted for an additional short-lived authentication code from their MFA device, such as Google Authenticator.: Yes
PSA & CRM Integrations View all PSA and CRM Integrations: Yes
Distributor Integrations Distributors including Amazon, Ingram Micro, TD Synnex, D&H, and Dicker Data: Yes
Product Cloud Product feed provided by Etilize. Integrate your Distributors for real-time pricing and availability: Yes
Quote Sections: Yes
Optional Items: Yes
Discounting Create and manage discount codes for internal use. Discounts can be made as a percent or fixed amount: Yes
Tax Engine Create and choose which county/city/regional taxes to apply on a Quote: Yes
Multi-currency Support Add up to 5 currency zones: Yes
Bundles Bundles can be added to any plan as an add on: Yes
Single Select Singe Select can be added to any plan as an add on: No
Line Item CSV Import (Basic): Yes
Line Item CSV Import (Advanced) Advanced Import can be added to any plan as an add on: No
Price Modifiers Easily calculate a line item’s unit price based on a markup calculation or a margin calculation.: Yes
Line Item Bulk Updating Bulk update Line Item pricing in a Section.: Yes

SENDING QUOTES

Online Acceptance & E-Signature: Yes
Online Payments Integrate with Stripe, PayPal, ConnectBooster and more: Yes
Quote Revisions See a version history on edits made to a Quote, and roll back to an older version if needed: Yes
Mail Merge Fields Replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages: Yes
Manager Approvals Manager Approvals can be added to any plan as an add on: No

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking Track email delivery status on every quote and proposal sent to a customer: Yes
Automated Quote Reminders Up to 3 Automated Quote Reminders can be scheduled and sent by email at custom intervals: Yes
Automated Procurement Pick List: Yes
Reporting Reporting can be added to any plan as an add on: No

PREMIUM INTEGRATIONS

Avalara Integration Tax automation software. Avalara can be added to any plan as an add on: No
Salesforce Integration Salesforce can be added to any plan as an add on: No
Hubspot Integration Hubspot can be added to any plan as an add on: No
SAML SSO SAML SSO can be added to any plan as an add on: No
Multi-Tenant Support Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.: No

See a Demo

Pro

For growing teams

BUILDING QUOTES

Unlimited Users: Yes
Quote Volume: 150 Quotes/Month
Dedicated Support Specialist: Yes
Multi-factor Authentication With MFA enabled, users logging into your account will be prompted for an additional short-lived authentication code from their MFA device, such as Google Authenticator.: Yes
PSA & CRM Integrations View all PSA and CRM Integrations: Yes
Distributor Integrations Distributors including Amazon, Ingram Micro, TD Synnex, D&H, and Dicker Data: Yes
Product Cloud Product feed provided by Etilize. Integrate your Distributors for real-time pricing and availability: Yes
Quote Sections: Yes
Optional Items: Yes
Discounting Create and manage discount codes for internal use. Discounts can be made as a percent or fixed amount: Yes
Tax Engine Create and choose which county/city/regional taxes to apply on a Quote: Yes
Multi-currency Support Add up to 5 currency zones: Yes
Bundles Bundles can be added to any plan as an add on: Yes
Single Select Singe Select can be added to any plan as an add on: Yes
Line Item CSV Import (Basic): —
Line Item CSV Import (Advanced) Advanced Import can be added to any plan as an add on: Yes
Price Modifiers Easily calculate a line item’s unit price based on a markup calculation or a margin calculation.: Yes
Line Item Bulk Updating Bulk update Line Item pricing in a Section.: Yes

SENDING QUOTES

Online Acceptance & E-Signature: Yes
Online Payments Integrate with Stripe, PayPal, ConnectBooster and more: Yes
Quote Revisions See a version history on edits made to a Quote, and roll back to an older version if needed: Yes
Mail Merge Fields Replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages: Yes
Manager Approvals Manager Approvals can be added to any plan as an add on: Yes

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking Track email delivery status on every quote and proposal sent to a customer: Yes
Automated Quote Reminders Up to 3 Automated Quote Reminders can be scheduled and sent by email at custom intervals: Yes
Automated Procurement Pick List: Yes
Reporting Reporting can be added to any plan as an add on: Yes

PREMIUM INTEGRATIONS

Avalara Integration Tax automation software. Avalara can be added to any plan as an add on: Yes
Salesforce Integration Salesforce can be added to any plan as an add on: No
Hubspot Integration Hubspot can be added to any plan as an add on: No
SAML SSO SAML SSO can be added to any plan as an add on: Yes
Multi-Tenant Support Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.: No

See a Demo

Enterprise

For large teams & resellers

BUILDING QUOTES

Unlimited Users: Yes
Quote Volume: 200+ Quotes/Month
Dedicated Support Specialist: Yes
Multi-factor Authentication With MFA enabled, users logging into your account will be prompted for an additional short-lived authentication code from their MFA device, such as Google Authenticator.: Yes
PSA & CRM Integrations View all PSA and CRM Integrations: Yes
Distributor Integrations Distributors including Amazon, Ingram Micro, TD Synnex, D&H, and Dicker Data: Yes
Product Cloud Product feed provided by Etilize. Integrate your Distributors for real-time pricing and availability: Yes
Quote Sections: Yes
Optional Items: Yes
Discounting Create and manage discount codes for internal use. Discounts can be made as a percent or fixed amount: Yes
Tax Engine Create and choose which county/city/regional taxes to apply on a Quote: Yes
Multi-currency Support Add up to 5 currency zones: Yes
Bundles Bundles can be added to any plan as an add on: Yes
Single Select Singe Select can be added to any plan as an add on: Yes
Line Item CSV Import (Basic): —
Line Item CSV Import (Advanced) Advanced Import can be added to any plan as an add on: Yes
Price Modifiers Easily calculate a line item’s unit price based on a markup calculation or a margin calculation.: Yes
Line Item Bulk Updating Bulk update Line Item pricing in a Section.: Yes

SENDING QUOTES

Online Acceptance & E-Signature: Yes
Online Payments Integrate with Stripe, PayPal, ConnectBooster and more: Yes
Quote Revisions See a version history on edits made to a Quote, and roll back to an older version if needed: Yes
Mail Merge Fields Replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages: Yes
Manager Approvals Manager Approvals can be added to any plan as an add on: Yes

TRACKING QUOTES

Cost & Margin Tracking: Yes
Email Tracking Track email delivery status on every quote and proposal sent to a customer: Yes
Automated Quote Reminders Up to 3 Automated Quote Reminders can be scheduled and sent by email at custom intervals: Yes
Automated Procurement Pick List: Yes
Reporting Reporting can be added to any plan as an add on: Yes

PREMIUM INTEGRATIONS

Avalara Integration Tax automation software. Avalara can be added to any plan as an add on: Yes
Salesforce Integration Salesforce can be added to any plan as an add on: Yes
Hubspot Integration Hubspot can be added to any plan as an add on: Yes
SAML SSO SAML SSO can be added to any plan as an add on: Yes
Multi-Tenant Support Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.: Yes

Contact Sales

BUILDING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Unlimited Users	Yes	Yes	Yes	Yes
Quote Volume	35 Quotes/Month	75 Quotes/Month	150 Quotes/Month	200+ Quotes/Month
Dedicated Support Specialist	Yes	Yes	Yes	Yes
Multi-factor Authentication With MFA enabled, users logging into your account will be prompted for an additional short-lived authentication code from their MFA device, such as Google Authenticator.	Yes	Yes	Yes	Yes
PSA & CRM Integrations View all PSA and CRM Integrations	Yes	Yes	Yes	Yes
Distributor Integrations Distributors including Amazon, Ingram Micro, TD Synnex, D&H, and Dicker Data	Yes	Yes	Yes	Yes
Product Cloud Product feed provided by Etilize. Integrate your Distributors for real-time pricing and availability	Yes	Yes	Yes	Yes
Quote Sections	Yes	Yes	Yes	Yes
Optional Items	Yes	Yes	Yes	Yes
Discounting Create and manage discount codes for internal use. Discounts can be made as a percent or fixed amount	Yes	Yes	Yes	Yes
Tax Engine Create and choose which county/city/regional taxes to apply on a Quote	Yes	Yes	Yes	Yes
Multi-currency Support Add up to 5 currency zones	Yes	Yes	Yes	Yes
Bundles Bundles can be added to any plan as an add on	No	Yes	Yes	Yes
Single Select Singe Select can be added to any plan as an add on	No	No	Yes	Yes
Line Item CSV Import (Basic)	Yes	Yes	—	—
Line Item CSV Import (Advanced) Advanced Import can be added to any plan as an add on	No	No	Yes	Yes
Price Modifiers Easily calculate a line item’s unit price based on a markup calculation or a margin calculation.	Yes	Yes	Yes	Yes
Line Item Bulk Updating Bulk update Line Item pricing in a Section.	No	Yes	Yes	Yes

SENDING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Online Acceptance & E-Signature	Yes	Yes	Yes	Yes
Online Payments Integrate with Stripe, PayPal, ConnectBooster and more	Yes	Yes	Yes	Yes
Quote Revisions See a version history on edits made to a Quote, and roll back to an older version if needed	Yes	Yes	Yes	Yes
Mail Merge Fields Replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages	Yes	Yes	Yes	Yes
Manager Approvals Manager Approvals can be added to any plan as an add on	No	No	Yes	Yes

TRACKING QUOTES

Feature	Basic	Standard	Pro	Enterprise
Cost & Margin Tracking	Yes	Yes	Yes	Yes
Email Tracking Track email delivery status on every quote and proposal sent to a customer	Yes	Yes	Yes	Yes
Automated Quote Reminders Up to 3 Automated Quote Reminders can be scheduled and sent by email at custom intervals	No	Yes	Yes	Yes
Automated Procurement Pick List	Yes	Yes	Yes	Yes
Reporting Reporting can be added to any plan as an add on	No	No	Yes	Yes

PREMIUM INTEGRATIONS

Feature	Basic	Standard	Pro	Enterprise
Avalara Integration Tax automation software. Avalara can be added to any plan as an add on	No	No	Yes	Yes
Salesforce Integration Salesforce can be added to any plan as an add on	No	No	No	Yes
Hubspot Integration Hubspot can be added to any plan as an add on	No	No	No	Yes
SAML SSO SAML SSO can be added to any plan as an add on	No	No	Yes	Yes
Multi-Tenant Support Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.	No	No	No	Yes

	See a Demo	See a Demo	See a Demo	Contact Sales

Migrate to Quoter

Switching from another toolset?

We understand what it takes to ensure a smooth transition to Quoter.

Every new account gets 1:1 onboarding: You will have an experienced account manager help configure your account, add integrations and set up your proposals/quote templates.
Free support that is fast, helpful, and human: We do not charge for ongoing support. If you need help or have any questions we can be messaged in-app, email or phone.
Be a part of our mission to remove friction from the B2B sales process: Partner feedback drives our roadmap. Join a community of businesses that are continuously improving the sales process.
Built for the remote & hybrid workplace: Hybrid teams of all sizes can collaborate better when all sales activity can be accessed from one place.

Customize your account with add-ons

Add-on

Quote Reminders

Save time and avoid deals slipping through the cracks by automatically sending quote reminders to your customers.

Add-on

Line Item CSV Import (Advanced)

Save reusable mapping templates to import Line Items quickly. Import up to 100 Line Items at a time.

Add-on

Contract Management

Simplify and automate contract management to capture lost revenue, empower your team, and maximize the value of your business.

Add-on

Single Select

Allow customers to make a single selection from a predefined list of Line Items or entire Sections.

Add-on

Reporting

Gain valuable insight into your team’s performance with Reporting.

Add-on

Manager Approvals

Leverage automated approval workflows to empower more people to quote.

Add-on

Avalara Tax Integration

Quote faster and smarter by automatically pulling applicable taxes from Avalara.

Add-on

Bundles

Bundle multiple products and services together to save time and simplify complex quotes.

Add-on

SAML Single Sign-On (SSO)

Maintain full control over the authorization and authentication of your Quoter users.

Add-on

HubSpot and/or Salesforce Integrations

Add premium integrations to your custom Quoter account.

Contract Management

Our most popular add-on for businesses that manage clients under contract. Add Contract Management to any Quoter plan and get started today.

See how it works

Your success is our success.

There is a one-time fee for service implementation that is set based on business scope.
See what’s included with professional service implementation.

FAQs

: It’s common to buy software on a per-user basis. Our pricing is different! One flat fee based on the plan.
Grow your team and make Quoter accessible to everyone in the company without affecting your cost. This level of software accessibly is a key component into changing sales workflows to more collaborative and compatible with remote/hybrid workplaces.
: The service implementation fee includes a dedicated account manager that will work with your business to follow our proven process for onboarding. The following items are included 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
3x onboarding and consulting sessions
LIFETIME SUPPORT
: If your Monthly Quote Limit is reached, we will limit your ability to publish new Quotes until the next calendar month, when the limit resets. You can continue to publish revisions to existing Quotes, as well as draft new Quotes.
We recommend upgrading your plan to one with a higher Quote Limit.
: Yes. To accept online payments using Quoter, you must have a supported third-party payment processor such as Stripe, Authorize.net PayPal and more.
: No. If you choose our monthly billing option, you can cancel at any time. Should you choose to do so, we won’t prorate your last month, but you won’t be billed again. If you choose our annual billing option, payment is collected up-front and is non-refundable.
: No. We do not charge transaction fees for payments that you accept through Quoter.
: Yes. You can export your customer and quotation data at any time.
: Yes. If you wish to accept payments via other means, you can disable the online payments feature. In that case, you may want to use Quoter’s Electronic Acceptance feature instead.
: Your credit card is automatically charged monthly or yearly, depending on which billing plan you choose. You will receive a statement each month, clearly indicating what you were billed for.
: You can read our Terms of Service and Privacy Policy.
: Yes. SAML Single Sign-On (SSO) Is included on Pro and Enterprise plans. Basic and Standard plans have the option to add SSO. See all add-on options at checkout or ask us during your next demo.
: Learn more about our referral program and use the submit form to participate.
: It’s likely! We run demos Monday – Friday 7:00 AM – 6:00 PM PST. Check our demo availability by submitting this form and we’ll book you in.

Which plan is right for your business?

Set a meeting with a product expert and we’ll take some time to learn about your business requirements before recommending the best-fit solution.

Quoter Product Update: October 2024

Quoter Product Update: September 2024

Quoter Product Update: October 2024

Quoter Product Update: September 2024

All Plans Include Unlimited Users

🌱 Basic

📈 Standard

🚀 Pro

👔 Enterprise

Feature comparison

Basic

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Standard

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Pro

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Enterprise

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Feature comparison

BUILDING QUOTES

SENDING QUOTES

TRACKING QUOTES

PREMIUM INTEGRATIONS

Switching from another toolset?

Customize your account with add-ons

Contract Management

Your success is our success.

FAQs

Which plan is right for your business?

Request a Demo

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