Quoter
Quoter is proposal and quoting software for managed service providers, covering quote creation, product catalogs, contracts, payments, and quote-to-cash work…
What Quoter is
Quoter is proposal and quoting software for managed service providers, covering quote creation, product catalogs, contracts, payments, and quote-to-cash workflows. Branded templates, bundles, price configurations, multi-currency quoting, and Product Cloud with 21M+ SKUs support quote building. Clients can review, accept, sign, and pay within the same experience; the software also tracks quote openings and sends automated reminders. Manager approvals, cost and margin tracking, reporting, and analytics support oversight of quotes. Quoter is designed for MSP sales, procurement, proposals, contracts, payments, PSA, CRM, and distributor workflows. Its integrations directory lists 36 integrations, including ConnectWise PSA, HaloPSA, HubSpot, Avalara, and Authorize.Net. API and MCP access are included on all three plans. Standard costs $299 a month billed monthly on a 12-month term and allows 75 quotes/month. Pro is $449 a month on that term with 150 quotes/month. Enterprise costs $599 a month on that term with 250 quotes/month, multi-tenant support, and reseller workflows. All plans have unlimited users; online payments require a supported third-party processor.
Good
- Supports branded templates and multi-currency quotes.
- Clients can review, accept, sign, and pay.
- Includes quote tracking and automated reminders.
- Offers manager approvals and margin tracking.
- API and MCP access are included on all plans.
Watch out
- No free plan is listed.
- Plans have monthly quote limits.
- Online payments require a supported third-party processor.
- Plans use a 12-month term.
Who it suits
Quoter is aimed at MSPs handling quotes, proposals, contracts, and related sales workflows. It may suit teams that need branded quotes, approval controls, integrations, and client acceptance and payment in one experience.
Verdict
Quoter combines quote building and client acceptance with approval and margin controls for MSP workflows. Compare each plan’s quote allowance and account for the separate payment-processor requirement.
Plans and prices
From Quoter's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | $299 a month | 75 quotes/month · Unlimited users · Complete Quoter Feature Set · Billed monthly on a 12-month term |
| Pro | $449 a month | 150 quotes/month · Unlimited users · Complete Quoter Feature Set · Billed monthly on a 12-month term |
| Enterprise | $599 a month | 250 quotes/month · Unlimited users · Complete Quoter Feature Set · Multi-Tenant Support · Reseller Workflows · Billed monthly on a 12-month term |
The facts
Each one read from Quoter's own pages, with the date it was checked.
What it does
- API access
- The pricing comparison lists ScalePad API and MCP access as included on all three plans.checked 4 Oct 2026
- Built for MSPs
- Quoter is designed for MSP sales, quoting, procurement, proposal, contract, payment, PSA, CRM, and distributor workflows.checked 4 Oct 2026
- Built-in e-signatures
- Yeschecked 15 Sep 2026
- CRM integrations
- Yeschecked 15 Sep 2026
- Custom branding
- Yeschecked 15 Sep 2026
- Integrations
- The integrations directory lists 36 integrations, including ConnectWise PSA, HaloPSA, HubSpot, Avalara, and Authorize.Net.checked 4 Oct 2026
- Onboarding
- Plan activation includes guided onboarding with the Success Team.checked 4 Oct 2026
- Payment requirement
- Accepting online payments through Quoter requires a supported third-party payment processor such as Stripe, Authorize.net, or PayPal.checked 4 Oct 2026
- Product
- Quoter is MSP quoting and proposal software for building quotes, managing product catalogs, creating contracts, accepting payments, and connecting quote-to-cash workflows.checked 4 Oct 2026
- Quote building
- Quoter includes branded templates, Product Cloud with 21M+ SKUs, bundles, price configurations, and multi-currency quoting.checked 4 Oct 2026
- Quote limits
- Quote limits reset monthly, and revisions to existing quotes remain available after a plan reaches its published quote limit.checked 4 Oct 2026
- Quote-to-payment
- Clients can review, accept, sign, and pay within the same experience, with e-signatures, online payment, quote-open tracking, and automated reminders.checked 4 Oct 2026
- Security
- ScalePad says it maintains SOC 2 Type II compliance, SOC 3 reporting, and ISO 27001 certification, and identifies Quoter in its SOC 3 report description.checked 4 Oct 2026
Where it runs
- Approvals and margins
- Quoter offers manager approval workflows, cost and margin tracking, reporting, and analytics to help govern quotes.checked 4 Oct 2026
The company
- Company history
- ScalePad says it started in 2015 as Warranty Master and acquired Quoter in 2023.checked 4 Oct 2026
- Founded
- 2018checked 28 Sep 2026
- Headquarters
- Vancouver, British Columbia, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 15 Sep 2026
Alternatives to Quoter
- 1
Catalystk
Free planAndroidiOSWeb8.0From ₹225 a month - 2
SmartQuote by Dial4Trade
Free planAndroidiOSWebAPI7.9From ₹599 a month - 3
Klantly
AndroidiOSWebAPI7.4From €57.99 a month - 4
QuotoMoto
Free planWebAPI7.3From $24 a month - 5
TackQuote
Free planWebAPIExtension7.3From $29 a month - 6
Zigaflow Quotes
AndroidiOSWebAPI7.0From £19 a month