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Is Your Quoting Process Holding You Back?

3 minute read
May 7, 2025
Peter Martens
Pink background with an illustration of a quote and a dollar sign symbol in the center.

Still quoting from spreadsheets like it’s 2010? If your quoting process feels more like a barrier than a business driver, you’re leaving money — and sanity — on the table.

In this blog post, you’ll learn:

  • Why clunky quoting software and manual workarounds are costing you deals

  • How Quoter transforms quoting from chaotic to consistent (and actually enjoyable)

  • What to look for in a quoting solution built specifically for MSPs

Whether you’re using quoting software or still relying on spreadsheets, you might be stuck in a system that’s slowing you down. If any of these complaints sound familiar, it might be time to consider a better solution:

  • “I’m the only one who can quote using our complicated process.”
  • “Our tool’s interface is clunky and outdated.”
  • “It doesn’t integrate well with our PSA, CRM, or distributors.”
  • “Custom workflows? We’ve had to create manual workarounds.”
  • “We have no visibility into how our quotes perform.”
  • “Our team wastes too much time following up on open quotes.”
  • “Our quotes just don’t look professional.”
  • “Chasing down pricing and availability updates eats up our time and energy.”

Sound familiar? You’re not alone. But you don’t have to keep quoting in a way that makes every deal feel like an uphill battle.

From Bottleneck to Business Accelerator

Quoter is built for MSPs who want to optimize quoting for revenue growth. With Quoter as your quoting software, your sales process becomes a competitive advantage.

What You’ll Find in Quoter

Unlimited users included in every plan. No extra fees or license restrictions to slow your team down—everyone can quote, right from day one. See pricing for details.

Accurate, professional-looking quotes. Branded templates make it easier to standardize pricing and ensure consistency across every quote.

Integrations that actually work. Real-time connections with leading PSAs, CRMs, payment gateways, and distributors keep everything in sync. Learn more about Quoter’s integrations.

Clear visibility into quoting performance. Reporting and tracking tools offer live insights into what’s working—and what’s not.

Workflows that run themselves. From approval routing to follow-up emails, most tasks can be automated and left on autopilot.

A fast, supported onboarding process. Dedicated help and migration resources make switching to Quoter a straightforward experience.

The introduction of Quoter has allowed our sales team to be more efficient, meaning less time spent preparing quotes, filing documents,
sending emails, creating invoices and more time spent talking to customers and generating new sales.

Liam Burke, CEO of Zenotec and Quoter Partner

How Quoter Compares To Other Quoting Tools

FeatureQuoter Other Quoting Tools
Unlimited UsersFree$
Real-Time Vendor Pricing & Availability YesNo
Modern, Streamlined DashboardsYesNo
Made for MSPsYesSome
Migrating Support ExcellentLimited

How Quoter Compares To Manual Processes Like Spreadsheets and Microsoft Word

FeatureQuoter Manual Processes
Easy To Use YesYes*
Error-Free Calculations YesNo
Professionally-Branded TemplatesYesNo
Standardized Service Pricing YesNo
Centralized Quoting ProcessYesNo
*For the one or few people on the team who know how it works! Even the person who made it is probably done with it…

Quoting Doesn’t Have To Be A Struggle

If you spend more time battling your CPQ or spreadsheets than closing deals, it’s time for a better way. 

Quoter empowers entire MSP teams with quoting software that eliminates friction, boosts speed, and delivers a client experience you can be proud of every time.

With dedicated migration support and onboarding resources, making the switch is easier than you think.

See Quoter in Action

Ready to standardize your pricing, empower your whole team to quote, and close more deals?

👉 Schedule a personalized demo to see how Quoter can transform your sales process.

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