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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.

Description

SmartDocs, developed by 36Software, is a cutting-edge application that converts Microsoft Word into a streamlined content management system. It is designed for a variety of writing tasks, including technical manuals, proposals, contracts, medical documentation, and audit reports, enabling users to enhance efficiency and produce superior content while reducing costs. The software boasts a range of advanced features, including reusable snippets, dynamic variables, document snapshots, an intuitive interface, content mapping, and status alerts, among others. Available in three distinct editions—Professional, Express, and Desktop—SmartDocs is adaptable and can scale according to the diverse needs of different teams. Additionally, it empowers users to collaborate more effectively and manage their content with greater ease.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agile CRM Yes 
Autotask PSA Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Constant Contact Yes 
Datagate Telecom Billing Yes 
Datto RMM Yes 
Highrise Yes 
HubSpot CRM Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
Microsoft Excel No 
Microsoft SharePoint No 
Microsoft Word No 
Strategy Overview Yes 
Xero Yes 
Zapier Yes 
Zest MSP Yes 
Zoho CRM Yes 

Integrations

Agile CRM No 
Autotask PSA No 
ConnectBooster No 
ConnectWise PSA No 
Constant Contact No 
Datagate Telecom Billing No 
Datto RMM No 
Highrise No 
HubSpot CRM No 
Kaseya BMS No 
Keap No 
Mailchimp No 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
Strategy Overview No 
Xero No 
Zapier No 
Zest MSP No 
Zoho CRM No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

Professional - $695 per user per year
Express - $395 per user per year
Desktop - $395 per user per year
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

Vendor Details

Company Name

36Software

Founded

2009

Country

United States

Website

36software.com

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 

Product Features

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Proposal Management

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

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