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features
design
support

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Description

QuoteSooner is an online quoting platform designed specifically for CNC job shops. Estimators are able to upload customer drawings, 3D models, and request for quote (RFQ) text, allowing them to examine extracted part details in conjunction with the original documents and the relevant excerpts that support each value. The system identifies any missing, ambiguous, or conflicting information that requires human intervention before a quote can be finalized and sent. Shops have the capability to set their machine and labor rates, review estimates against previous pricing, and distribute setup costs based on quantity breaks, all while managing outside services and other expenses separately. Teams can efficiently handle RFQs, create and dispatch quotes through a linked shop email account, automate follow-up communications, and enable buyers to review and accept quotes online, including the option to input a purchase order number. Additionally, QuoteSooner integrates with QuickBooks Online and allows for the importation of historical quotes from various systems. It's important to note that QuoteSooner does not function as an instant-quoting or CAM system, nor does it serve as an ERP or a tool for handling ITAR-controlled projects, making it a specialized solution for the CNC industry. This focused approach ensures that CNC job shops have the necessary tools to streamline their quoting process while maintaining accuracy and efficiency.

Description

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Agile CRM No 
Autotask PSA No 
ConnectBooster No 
ConnectWise PSA No 
Datagate Telecom Billing No 
Datto RMM No 
Highrise No 
HubSpot CRM No 
HubSpot Customer Platform No 
Kaseya BMS No 
Keap No 
Mailchimp No 
QuickBooks Online Advanced No 
Salesforce No 
Strategy Overview No 
Syncro No 
Xero No 
Zapier No 
Zest MSP No 

Integrations

QuickBooks Online Yes 
Agile CRM Yes 
Autotask PSA Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datagate Telecom Billing Yes 
Datto RMM Yes 
Highrise Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Strategy Overview Yes 
Syncro Yes 
Xero Yes 
Zapier Yes 
Zest MSP Yes 

Pricing Details

$249/shop/month
Free: one user and 5 production RFQs per month, with no card required. Shop: $249 per shop per month, plus applicable taxes, or $2,490 per year billed yearly ($207.50 per month). Shop includes unlimited users and RFQs, with no seat charges, seat minimum, or setup fee. Each shop can try Shop for 14 days without a card. A limited founding offer is $199 per month or $1,990 per year for shops that subscribe while the offer is available; that price remains locked while the subscription stays active. Annual billing covers the year paid for.
Free Trial Yes 
Free Version Yes 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

QuoteSooner

Website

quotesooner.com

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

Product Features

Job Shop

Billing & Invoicing No 
Capacity Management No 
Job Costing No 
Job Tracking No 
Order Management No 
Purchasing No 
Quality Control No 
Quotes / Estimates No 
Scheduling No 
Shipping Management No 
Traceability No 
Work Order Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator Yes 
Proposal Generation No 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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