Quoting & Procurement

Quoter Software Inc.

Quoter

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

Quoter integrates with Datto Autotask PSA. Accounts, Contacts, Opportunities, and Quotes are automatically created in Datto Autotask PSA each time a Quote is created in Quoter. Pull in contacts and products from Datto Autotask PSA when creating a Quote in Quoter.

  • When creating a Quote in Quoter, you can search for an existing Autotask PSA Contact and Opportunity, or create new ones automatically. You can also pull existing Autotask Products or Services into Quoter Quotes in real-time.
  • When a Quote is created or updated in Quoter, the Autotask PSA Opportunity will be updated with the value of the Quote, and an Autotask PSA Quote will be created or updated with the line items in the Quoter Quote. Quoter automatically matches your existing Products or Services, or creates new ones if they do not exist.
  • When a Quoter Quote is won or lost, Quoter will update the status of the Autotask PSA Opportunity according to the mapping settings you configure.
  • Includes LiveLinks and ExecuteCommand capability

Available in Central America, Europe, North America, Oceania and South America - All Languages

Sales: sales@quoter.com
Support: support@quoter.com

Documentation