Software Alternatives & Reviews

Quoter VS PolicyX.com

Compare Quoter VS PolicyX.com and see what are their differences

Quoter logo Quoter

Save time, eliminate mistakes, and get paid faster with Quoter, the quote-to-cash solution for IT Service Providers.

PolicyX.com logo PolicyX.com

Term Insurance - Compare term plans online from top life insurance companies in India & protect your family. Buy lowest premium term insurance plan with tax benefits under 80C and additional riders.
  • Quoter Landing page
    Landing page //
    2023-06-15

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 (ConnectWise, Autotask, and Kaseya), CRMs (e.g. Salesforce, Hubspot, etc.), Distributors (e.g. Ingram Micro, Tech Data, and others), and Accounting Tools (e.g. Xero, Quickbooks Online, and more).

  • PolicyX.com Landing page
    Landing page //
    2023-06-30

Quoter

Website
quoter.com
$ Details
paid Free Trial $129.0 / Monthly (UNLIMITED USERS)
Platforms
Web Browser
Release Date
2018 January

Quoter features and specs

  • Quote Bundles : Yes
  • Product Configurator: Yes
  • Smart Templates: Yes
  • E-Signatures: Yes
  • Product Cloud: Yes
  • Optional Items: Yes
  • Integrated Payments: Yes
  • Distributor Integrations : Yes
  • Quote Sections: Yes
  • Discount: Yes
  • Branded Custom Proposals: Yes
  • Manager Approvals: Yes
  • Reporting & Analytics : Yes
  • Email Tracking: Yes
  • Sales Tax Automation: Yes
  • Cost & Margin Tracking: Yes
  • Multi-Currency Support: Yes

PolicyX.com features and specs

No features have been listed yet.

Quoter videos

Product Configurator | Quoter

More videos:

  • Demo - Quoter Product Overview | Sales Quoting & Proposal Software
  • Tutorial - Quoter + QuickBooks Online (QBO) Integration
  • Tutorial - Quote Revisions | Making changes to a quote or proposal with Quoter

PolicyX.com videos

No PolicyX.com videos yet. You could help us improve this page by suggesting one.

+ Add video

Category Popularity

0-100% (relative to Quoter and PolicyX.com)
Configure Price Quote (CPQ) Software
Insurance
0 0%
100% 100
Document Automation
100 100%
0% 0
Marketing Automation
0 0%
100% 100

User comments

Share your experience with using Quoter and PolicyX.com. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Quoter seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Quoter mentions (2)

  • Quoting Tools & Software
    Off the top of my head, before I go to bed.. More CRM integrations (the client mentioned Dynamics, I'm not seeing a mention of that on quoter.com, maybe I'm missing it). Deeper PSA integrations. More shipping integrations. More payment integrations. More distributor integrations. Online Ordering integrations. Leasing Integrations. Raise RFQs Custom Scripting Ability to have it totally on-prem Formula... Source: 11 months ago
  • Quoter vs CW Sell?
    Do you have anything specifically on Quoter? (quoter.com). Source: over 1 year ago

PolicyX.com mentions (0)

We have not tracked any mentions of PolicyX.com yet. Tracking of PolicyX.com recommendations started around Mar 2021.

What are some alternatives?

When comparing Quoter and PolicyX.com, you can also consider the following products

QuoteWerks - Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.

Insuranks - Insurance as a platform

ConnectWise Sell - Connectwise Sell is a Quote and Proposal Software with high quality, accurate quotes and attractive proposals.

QuoteWizard - Get fast Insurance Savings with Quote Rocket.

KBMax - KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.

Leadsurance - Save time and money producing exclusive insurance leads with automated marketing, artificial intelligence, and a dedicated team of experts.