--- description: ¿Qué es y para qué sirve Quoter? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Quoter? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software para cotizaciones](/directory/30201/quoting/software) > [Quoter](/software/117768/socket) # Quoter Canonical: https://www.capterra.mx/software/117768/socket Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.mx/software/117768/socket?page=2) > Quoter es una moderna plataforma de presupuestos basada en la nube que ayuda a los proveedores de servicios tecnológicos a vender más y cobrar más rápido. > > Veredicto: 54 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Quoter? Quoter se dirige principalmente a proveedores de servicios tecnológicos. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.6/5** | 54 Opiniones | | Facilidad de uso | 4.6/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.7/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.7/5 | Basado en las opiniones generales | | Funciones | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: ScalePad - **Constitución**: 2015 ## Contexto comercial - **Precio inicial**: USD 149.00 - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop), Chromebook (desktop) - **Idiomas admitidos**: inglés - **Países disponibles**: Alemania, Australia, Canadá, Emiratos Árabes Unidos, Estados Unidos, Irlanda, México, Nueva Zelanda, Reino Unido, Sudáfrica ## Funciones - Base de datos de contactos - Biblioteca de contenidos - Búsqueda/filtro - CRM - Campos personalizables - Configuración basada en reglas - Configurador de productos - Control de procesos de aprobación - Control de versiones - Creación de marca personalizable - Cálculos de precios y costes - Cálculos de precios y costes - Estimaciones - Facturación - Firma electrónica - Formateado automático - Generación de propuestas - Gestión RFP - Gestión de actividad de ventas - Gestión de clientes potenciales - Gestión de comercio electrónico - Gestión de configuración - Gestión de contactos - Gestión de contratos o licencias - Gestión de descuentos - Gestión de documentos - Gestión de flujos de trabajo - Gestión de la base de conocimiento - Gestión de oportunidades - Gestión de pedidos - Gestión de precios - Gestión del pipeline - Herramientas de colaboración - Importación y exportación de datos - Modelos - Pagos electrónicos - Panel de actividades - Presupuestos automatizados - Presupuestos y estimaciones - Previsión de ventas - Recordatorios - Segmentación - Third-Party Integrations - Varias divisas ## Integraciones (en total: 22) - Agile CRM - Amazon API Gateway - Autotask PSA - Avalara - CloudRadial - ConnectWise PSA - Datagate - FreshBooks - HaloPSA - HubSpot CRM - Kaseya BMS - Keap - Mailchimp - Nutshell - OnePageCRM … y 7 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software para cotizaciones](https://www.capterra.mx/directory/30201/quoting/software) ## Categorías relacionadas - [Software para cotizaciones](https://www.capterra.mx/directory/30201/quoting/software) - [Software CPQ](https://www.capterra.mx/directory/30904/cpq/software) - [Software de gestión de contactos](https://www.capterra.mx/directory/30016/contact-management/software) - [Sistemas automatizados de ventas](https://www.capterra.mx/directory/12/sales-force-automation/software) - [Software de gestión de ofertas](https://www.capterra.mx/directory/10032/proposal-management/software) ## Alternativas 1. [Jobber](https://www.capterra.mx/software/127994/jobber) — 4.6/5 (1420 reviews) 2. [AutoQuotes](https://www.capterra.mx/software/181256/autoquotes) — 4.7/5 (88 reviews) 3. [FieldPulse](https://www.capterra.mx/software/153475/fieldpulse) — 4.6/5 (411 reviews) 4. [QuoteWerks](https://www.capterra.mx/software/135691/quotewerks) — 4.6/5 (191 reviews) 5. [PandaDoc](https://www.capterra.mx/software/131735/pandadoc) — 4.5/5 (1243 reviews) ## Opiniones ### "A great product for MSPs to leverage online quoting and signatures" — 5.0/5 > **Alex** | *2 de junio de 2021* | Tecnología y servicios de la información | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Being able to have almost my entire sales process handled in a single quote/email is great. We have our contracts embedded into the templates making it easy for managed services as well as hardware > > **Puntos en contra**: The product is being regularly improved upon, but having default text in custom fields would be nice, and more advanced PSA features like Billable products as of right now, do not import into templates so they are added by the proposal which is kind of a pain. > > We were looking to replace our internal quoting process which was handled by our PSA (Autotask) and Quote provided us not only the ability to make amazing proposals, but with their E-Sign compliance, we were able to fold our electronic signature process into it as well. Now we run all our agreements and proposals through the software making it easy for us to win new business for hardware or recurring services ----- ### "Quick and Easy" — 5.0/5 > **Craig** | *17 de noviembre de 2021* | Tecnología y servicios de la información | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Speed of creating quotes and getting them out the door. Also clients can create their own quotes if we allow them. > > **Puntos en contra**: Removing retired or older items is difficult. Be nice to sort by date added and modified so older services or items can be purged easily. > > Our closing rate went up 60% once we fully implemented the solution. ----- ### "Easy to use, take payments and track quotes" — 5.0/5 > **Hanah** | *10 de febrero de 2026* | Tecnología y servicios de la información | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: I like Quoter bc i can make, edit, preview and continue to make edits and preview the document before it publishes. I also like that I can add logos, add signatures, payments and so much more to quotes and documents. > > **Puntos en contra**: One thing is that I like to make sure that the email is sent (Quoter shows tracking in real time and you can see when they opened it and clicked, etc) But I like to see if from my inbox too and you can download the PDF and email it from your inbox too so thats cool. > > Overall there is a bit of a learning curve but online research helps and I was able to figure out any issue that came my way pretty easily. ----- ### "Wholesale changes made without notice" — 2.0/5 > **Jason** | *21 de diciembre de 2020* | Tecnología y servicios de la información | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: The user interface is very easy to use and there is integration with quite a number of third party applications > > **Puntos en contra**: There is very little capability to customise the look and layout of the quotes the customer receives beyond company logos. Quoter constantly makes "improvements" to the product. A lot of these remove existing functionality and break our business processes. These "improvements" are rarely communicated to us by Quoter before implementation. That often leaves the product unusable for up to a day while we have to scramble to find out what they've changed and how to modify our integrations and/or processes. > > While the product has provided the basic service that we required over the last 2+ years, the constant changes that break our business processes, and the general lack of communication, mean we now have no option but to look for an alternative product. ----- ### "Fantastic and Simple Quoting Platform" — 5.0/5 > **Mark** | *18 de marzo de 2021* | Servicios de información | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: We loved the onboarding process for Quoter where their support team built out Quoter forms based on our existing quote and contract proposal templates. The system is extremely simple to use and manage, changes can be implemented quickly and it's easy to generate quotations quickly. > > **Puntos en contra**: There is not a great quote search tool to categorize quotes by company, contact or product category. I would like to see integration with Amazon or Newegg, but that's not necessarily typical. Quoting options are quick and simple, but sometimes I encounter issues customizing the quote line items the way I would like to. For example, i can't have text dividers between quote line items to indicate different sections of the quote. The template quote does a good job of itemizing categories at the bottom, but sometimes it would be nice to have additional delineation options. > > Our experience with Quoter has, overall, been excellent. It is cost-effective, integrates well with our PSA (Autotask) and allows us to quickly and easily generate large volumes of quotes. We are extremely pleased with the support, and the product works well for our use case. ----- Página: 1 de 3\ Siguiente: [Página siguiente](https://www.capterra.mx/software/117768/socket?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/117768/socket) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados