01
Online acceptance
Give clients a secure link where they can review and accept the quote from any device.
- Client-ready quote link
- Online acceptance
- Less back-and-forth
PaymentsFrom proposal to payment in one email
Quoter helps MSPs remove the handoff between quote acceptance, signature, and payment, so clients can say yes and complete the next step in one secure experience.
QUOTE TO CASH
Make the last mile of the sale easier to finish
Quoter payment workflows are strongest when payment collection is connected to the broader quote-to-cash motion.
02
E-signature
Capture acceptance and signature without moving into a separate document workflow.
- Digital signature
- Fewer handoffs
- Cleaner buyer experience
03
Payment processing
Collect payment at the moment of acceptance with supported payment providers.
- Card or ACH flows
- Deposits
- Recurring payment support
HOW IT CLOSES
Keep the buyer in one approval flow
Every extra email, invoice, or signature tool is another chance for a won deal to slow down. Quoter keeps the end of the sales process connected.
- 01
Review the proposal
The client opens a polished quote with the products, services, optional items, and terms they need to evaluate.
- 02
Accept the quote
The buyer accepts online instead of downloading, printing, and sending files around.
- 03
Sign digitally
E-signature captures approval in the same motion as quote acceptance.
- 04
Pay securely
Integrated payment processing supports deposits, card or ACH collection, and recurring payment workflows.
- 05CASH MOTION
Move work forward
Accepted and paid work can continue into the rest of the MSP sales and service process.
LESS ADMIN
Remove the extra steps after the client says yes
Quoter is not just a proposal tool. The payments workflow helps MSPs reduce the separate invoice, payment-link, and document-signing follow-up that can stretch out an otherwise ready deal.
The strongest proof point is simple: proposal, contract, and payment can live in one client touchpoint.
Payment gateways
Use supported payment integrations so clients can pay from the quote flow.
Deposits and recurring payments
Support upfront and recurring collection patterns where they fit the offer.
Tax handling
Use built-in tax support and Avalara where advanced tax calculation is required.
Multi-currency
Quote and collect across supported currencies for clients in different regions.
READY?
Close the gap between accepted and paid.
See how Quoter helps MSPs shorten the last mile from quote approval to collected payment.