Custom Quoter logo

Custom Quoter

by Appy World · Since 2004
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ActiveAvailable globallyCloud
Quick facts
VendorAppy World
Year launched2004
StatusActive
Location74a High Street Wanstead, London, United Kingdom
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact sales

About Custom Quoter

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Custom Quoter is a powerful software solution designed to streamline construction estimating, job costing, and quoting processes. One of its standout features is its comprehensive functionality that caters to a wide range of needs within the industry. The user interface of Custom Quoter is intuitive and user-friendly, making it easy for users to navigate through the various features and tools. The design elements are well-thought-out, enhancing the overall user experience and ensuring smooth operation. The software's interface is clean and organized, allowing users to focus on their tasks without unnecessary distractions. What sets Custom Quoter apart from its competitors is its innovative approach to job costing and estimating. The software offers advanced tools for accurate cost estimation, helping companies make informed decisions and improve their profitability. Additionally, Custom Quoter's quoting capabilities are top-notch, allowing users to create detailed and professional quotes quickly and easily. In terms of performance, Custom Quoter excels in speed, efficiency, and reliability. The software can handle large datasets and complex operations with ease, ensuring that users can complete their tasks without any hiccups.

Pros & Cons

What users like
  • +1. Customizable: The software allows for highly customized quote templates, making it adaptable to various industries and businesses.
  • +2. Efficiency: Automates much of the quoting process, saving time and reducing human error.
  • +3. Accurate Pricing: The system ensures that pricing is accurate, considering multiple factors like volume discounts, product variations, etc.
  • +4. Scalability: Works well for both small businesses and larger enterprises, with flexible features for different team sizes.
  • +5. Integrations: The ability to integrate with other tools like CRMs and ERPs streamlines the sales process and reduces data entry duplication.
What users flag
  • 1. Learning Curve: Depending on the complexity of your business’s needs, there may be a learning curve to fully utilizing all the features.
  • 2. Cost: For smaller businesses, the pricing of such software could be a concern, especially if it's priced on a per-user basis.
  • 3. Integration Complexity: While the software integrates with various platforms, configuring and maintaining these integrations may require technical expertise.
  • 4. Feature Overload for Small Teams: For smaller businesses, some of the advanced features may be unnecessary, potentially making the software seem more complicated than needed.
  • 5. Dependence on Internet: As a cloud-based solution, access to the platform requires a stable internet connection, which could be an issue in areas with poor connectivity.

Features

Key features

1. Customizable Quote Templates
o Allows businesses to create personalized quote templates based on their specific needs, ensuring consistency across quotes and proposals.
2. Real-Time Pricing
o The platform can automatically calculate pricing in real time, taking into account factors such as volume, product specifications, discounts, and more.
3. Product Catalog Management
o Users can manage product catalogs and update pricing, availability, and product details in one place.
4. Multi-Currency and Multi-Language Support
o Custom Quoter typically supports multiple currencies and languages, making it suitable for global businesses.
5. Customer and Lead Management
o The system can integrate with customer relationship management (CRM) tools to track leads and customer details, facilitating a streamlined quoting process.
6. Online Integration
o It may integrate with eCommerce platforms or sales systems to ensure that quotes are up-to-date with current prices and inventory.
7. Approval Workflows
o Custom Quoter supports automated approval workflows, where quotes can be reviewed and approved by the appropriate individuals before being sent to customers.
8. Analytics and Reporting
o Provides detailed reporting features to analyze quote conversions, pricing trends, and sales performance.
9. Integration with ERP/CRM
o The software can integrate with other tools like ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems to streamline the sales process.

Additional features

• Custom Quote Creation
Create quotes that are tailored to the customer's needs, including product configuration, pricing adjustments, and terms.
• Discount and Promotions Management
Manage special offers and discounts, ensuring that quotes reflect accurate promotional pricing.
• Electronic Signature
Integrated e-signature functionality to finalize quotes and contracts quickly.
• Proposal Generation
Generate detailed proposals from quotes with added documents, terms, and conditions.
• Lead Tracking
Track leads from the quote stage to the final sale.
• Order Management
Manage the orders once the quote is approved, converting them into sales orders.
• Cloud-Based Access
Accessible from anywhere, reducing the need for on-premise systems.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Simple Plan

GBP 15

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇬🇧GBP

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