Software Alternatives & Reviews

QuoteWizard VS Quoter

Compare QuoteWizard VS Quoter and see what are their differences

QuoteWizard logo QuoteWizard

Get fast Insurance Savings with Quote Rocket.

Quoter logo Quoter

Save time, eliminate mistakes, and get paid faster with Quoter, the quote-to-cash solution for IT Service Providers.
  • QuoteWizard Landing page
    Landing page //
    2023-07-22
  • 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).

Quoter

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

QuoteWizard features and specs

No features have been listed yet.

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

QuoteWizard videos

Craig Wiggins Coaching and QuoteWizard on how to use internet leads to build your insurance agency

More videos:

  • Review - QuoteWizard Auto Lemonade

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

Category Popularity

0-100% (relative to QuoteWizard and Quoter)
Configure Price Quote (CPQ) Software
Marketing Automation
100 100%
0% 0
Document Automation
0 0%
100% 100
Quotes
100 100%
0% 0

User comments

Share your experience with using QuoteWizard and Quoter. For example, how are they different and which one is better?
Log in or Post with

Social recommendations and mentions

Based on our record, QuoteWizard should be more popular than Quoter. It has been mentiond 3 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.

QuoteWizard mentions (3)

  • Is whole life insurance worth it or bogus?
    Be aware that term insurance premiums can vary widely depending on how they each view risk. Get a bunch of quotes for the payout benefit and guaranteed premium term you're looking for. The comparison sites for term insurance quotes (selectquote.com, policygenius.com, quotewizard.com, etc.) can be helpful in seeing what the range is for your situation. Source: over 1 year ago
  • Man works with seller to scam me, I sign him up for college, a new car, and a vacation
    I feel like that’s not enough companionship for him. Hit him with Quote Wizard, too. Homie is going to go fucking insane lol. Source: almost 2 years ago
  • help finding insurance
    Try some actual research on your own or go to a site like Quote Wizard. Be aware that using such sites usually opens you up to lots of emails from various agents in your area. Source: about 2 years ago

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

What are some alternatives?

When comparing QuoteWizard and Quoter, you can also consider the following products

Insuranks - Insurance as a platform

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.

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

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

Wrisk - Wrisk is insurance made so simple it's almost unrecognisable.

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