Quoter

4,6
Note globale
Avis

4,6
Note globale
Avis

Parcourir les avis sur Quoter

52 avis sur 52
Classer par :
shannon
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 24/08/2018

Awesome product! Very Easy to use!

Socket has been awesome to work with. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do. the Email tracking feature is a plus!

Avantages

The Ease of the Price Book entry. The template works very well for our needs. The support staff has been awesome along the way helping me with the learning curve of making changes in the way we wanted the template quote to look and work for us. The support person i have been working with did a few webinar sessions and we went thru all of our questions and she found a way each time to resolve them during that session. We love the email tracking feature. This was a plus for us.

Inconvénients

I would like to be able to put the website link for each of our products in the excel price book then be able to import them into socket and still have the link be a usable link. instead of having to import, then open each item up, add the link & then save it.

Gord
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 01/02/2012

Socket Streamlines OnLine Quoting and Ordering for GPS Commander

GPS Commander provides GPS Tracking systems to commercial organizations throughout North America. As most of our business comes directly as a result of our website at www.gpscommander.com, we strive to make our product and pricing information as accessible and easy to follow as possible for prospective new customers.

The GPS tracking business is ultra competitive, so we believe that having a friendly, accurate and professional online presence is a key to our success. For these reasons, we chose Socket's online quoting software solution for its unique ability to combine professional automated customer quotations with full eCommerce capability.

Socket has become a key part of our business due to its ability to generate and track all of our online quotations and leads, as well as its ability to facilitate online orders. It even integrates to our CRM program for lead tracking. Another key benefit is Socket's ability to automate our recurring credit card transactions each month.

Avantages

With Socket, it takes very little time to build custom quotation templates that streamline and automate the process of creating customer quotations. We like the fact that some templates can be publicly accessed while others are privately accessed.

Inconvénients

We really have nothing to complain about in terms of the program, which has been 100% reliable. The management people at Socket have also been very open to suggestions and as a result, we see improvements and enhancements being added each month.

Dagmar
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 27/08/2017

the support is amazing, absolutely helpful and fast although we are in different time zones

Avantages

My clients get a quote immediately, I have all the contact details and it is connected to my Convertkit, so I am in contact with my potential clients, easy to set up, easy to embed on my website, follow up notes in the system, so we can call them a couple of times and know what we discussed the last time,

Inconvénients

I sometimes need to search for things, when I want to change things, I would like to have a possibility to email all the customers, who did not pay to send an email at once.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 201–500 employés
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
0
Simplicité
3
Support client
3

2
Publié le 04/10/2015

Not bad

We sell configurable product, boats, trailers and motors, so the CPQ side of things was important, ability top select a number of options and have a proposal with a Photo produced in seconds not hours is important, while at the same time constraining the options to only those that are valid. e.g. the Transom will only support a maximum HP and Weight

Avantages

Easy to use,
pretty easy to configure
Easy to integrate with maichimp

Inconvénients

The rendering engine is a 3rd party and it does not insert page breaks and if a photo is too large then it completely screws up the output, or inserts many (15) blank pages.

You cannot build rules, e.g. if weight of engine is greater than the max then display an alert.

You can update the Parent prices via a csv file but you cannot upload the child parts (even if they have a SKU via an upload) this would save 100's of hours when a new price book is released.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

4
Publié le 01/06/2018

Ease of integration, ease of use, amazing support

Fast integration, improve user experience with a professional online quoting tool, and at the right price

Avantages

The team is flexible and made changes to support our requirements, the product is easy to use and easy to setup, the integrated signature module is a great feature

Inconvénients

You still have to work the way the product was designed so we had to adapt our process to fit Socket in some cases. But for the price, it worth it!

Jake
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 23/02/2017

Socket has been great for the last 4 years.

We have been using it for the last 4 years and have loved every minute of it. They provide amazing service and support, and best of all our customers and dealers love it. Because it is so user friendly, we continue to find new products and services to add to our portfolio. Keep up the good work!

Avantages

Easy to use, flexible, turn-key.

Inconvénients

Not any that they haven't already addressed.

Michael
  • Secteur d'activité : Informatique et sécurité réseau
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 02/04/2020

A stellar product with superior support personnel to back it up.

Avantages

Simple - Intuitive - we look for features that would be even more helpful and come to find out they are already built into the Quoter platform. Can't say enough about [SENSITIVE CONTENT HIDDEN]. There hasn't been a single question our team has brought to her during an appointment that she hasn't been able to answer and educate us further on the platform in minutes. A product is only as good as the support to back it - and Quoter wins on both sides.

Inconvénients

Nothing we can find yet that isn't an improvement on our old software.

Mark
  • Secteur d'activité : Énergies renouvelables et environnement
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/09/2017

Overall great experience with this software & support. It makes generating quotes easy and...

Ability to easily make fast, accurate quotes for our prospects and customers.

Avantages

Customer support! Whenever we've had a question, customer support from Socket has provided us with clear, useful, quick and accurate responses. The Socket staff has been very accommodating to our needs along the way. We feel we can depend on them and they are easy to get in contact with. We also like that the product integrates with our Infusionsoft CRM software.

Inconvénients

It's a little bit clunky as far as doing specialized formatting. It was a challenge to add our tightly formatted standard terms & conditions page to the end of the quote; but again, with Socket's help, we were successful in accomplishing it. They also assisted with formatting a specialized cover page using our logo.

Doug
  • Secteur d'activité : Hôtellerie
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 19/08/2020

Pleased with Quoter!

Been very helpful on support - sent loads of questions, and [SENSITIVE CONTENT HIDDEN] can't answer it she puts it forward as a future suggestion. Quick in replying - thank you and well done!

Avantages

Very quick to pick up and run with - creates quick and simple quotes that present well to the customer

Inconvénients

Would like to see the margins on a revised quote but this sounds like something Quoter are working on!

Simon
  • Secteur d'activité : Machines
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 21/08/2017

Best customer service on the market.

Avantages

Powerful 2-way integration with CRMs, examplary customer service, professional looking quotes, easy to use (our salesmen love it) and most of all, they listen to the customers to know which features to add next.

Alexis
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 18/03/2017

Amazing product and even better customer service

I can't say enough good things about this product and customer experience!! From the first moment I started using Socket, the team was helpful, friendly, and very willing to teach me how to use socket to optimize my business. The more I use it, the more I like it! There are so many capabilities to this software so the possibilities for tailoring my quotes/invoices are limitless! I'm very happy that I chose socket and am able to use such an amazing product and recieve such incredible tech and customer support.

Avantages

There was the so many capabilities which is exciting because the invoices can be very tailored to your business! The invoice itself looks professional and very tailored to each project/proposal, etc!

Inconvénients

Very rarely there are some formatting issues but these get to the solved quickly with their amazing customer support

Danielle
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 13/10/2015

Easy to configure. Easy to implement. Attentive and proactive assistance.

After years of Word and Excel quotes. I HAD enough! I was determined to find a tool that was easy to initially set up and configure for complex quotes and easy for the sales team to use. Upon first use, I was immediately impressed with their outstanding support and the tool's flexibility. Our three person sales team generates up to 5 complex quotes per day. The Socket Team has created a tool that allows us to create complex quotes in a few button clicks!

Initial configuration was very easy, about a day's work. The interface is intuitive and clean. There has not been a situation where I could not configure the quote to my exact needs or the customer requirements. Every time I ask the support team a question, I get an immediate response.

Every morning I open Socket and Highrise. I create quotes in Socket and track correspondence and tasks in Highrise. The combination of these two tools gives us quote history, a chain of customer correspondence, and action items. Going back to Word or Excel would be like cutting off the sales team's arms, hands and legs!!

Socket has given me HOURS more that I spend on maintaining our prospective customers.

Don
  • Secteur d'activité : Télécommunications
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
4
Support client
5

5
Publié le 06/12/2016

And I thought my last quoting package was good...

I have worked with numerous quoting platforms over the years. Each quoting package had a few features that I really liked but never have I experienced a product as well rounded as Socket. The functionality and impeccable support have confirmed this to be the best decision we could have made.

Our clients enjoy a clear and easy to understand quotation, the speed at which we are able to respond to quotation requests, and streamline electronic delivery and acceptance. Not only has Socket removed the burden of creating a great quotation, they have simplified the process following order acceptance with payment gateway and CRM integration.

Gone are the days of double data entry. Thank you Socket!

Avantages

Ability to support recurring and non-recurring products. Fantastic integration features.

Inconvénients

Not being able to change the template used when modifying a quote.

Jack
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 31/08/2016

Absolutely amazing.

Looking for a flexible online quoting solution I researched a lot of options, as most of you would. Socket seemed to have everything I needed, so I tried it out. The response time of the sales and service team was exceptional. And even though I only initially signed up for the low end plan, they treated me like a high end client - going so far as to expand one of the data entry fields because I kinda sorta thought it didn't quite suit me. I have never seen that level of customization and willingness to make change - and they did it in about an hour. I couldn't even get my own IT team to respond that fast to me.

Avantages

It does everything I need it to (and more), and is backed by one of the best services teams I have ever seen.

Inconvénients

I honestly cannot say - everything that was not perfect they fixed and tailored to me.

Geoff
  • Secteur d'activité : Fabrication électrique/électronique
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
4
Support client
5

5
Publié le 23/03/2017

Flexibility and Zoho Integration like no other quoting tool

Looked at over 10 quote tools online and all of them did not provide enough flexibility. We did not want to change the way we did business to meet many of the online quote tools. SocketApp has a solid foundation for quoting just about anything. We use Zoho as our CRM and the integration was key to our decision to use Socket App. SocketApp has excellent support, whenever I call I always get through to someone which is paramount for a small business.

Avantages

flexibility and integration with Zoho.
took me almost no time to generate quotes right away with no training.

Inconvénients

It's expensive for a one person company, pricing model is based upon number of quotes generated rather than a per user all in price.

Chad
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 23/05/2018

Awesome quoting software

Must quicker , cleaner, easy to read quotes.

Avantages

Socket makes beautiful quotes in minuets. It has a unique ability to give good clear easy to use cost breakdowns between recurring services and transactionable items on a single quote.

Inconvénients

no cons that we have found so far. Would be nice if the dashboard gave a breakdown between recurring and transactionable - but in the grand scheme of things that is very minor!

Ross
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
4
Support client
1

4
Publié le 04/10/2019

Average but does the needed

Overall experience has been average, the product is let down by the terrible support.

Avantages

The integration with Hubspot is a plus and the ease of creating a quote from a deal makes it all worth it.

Inconvénients

There have been a couple of technical issues which support has been very slow in resolving which is for us the biggest issue.

Neal
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
4
Support client
5

5
Publié le 29/11/2018

Just what we needed.

Socket has allowed us to streamline our quoting process by reducing time and providing a centralized place to manage the data. The ability to see quote margins is very helpful.

Avantages

Easy to manage product list. Building a basic quote template is a straight-forward process. With just a little help from support, you can create a customized template to produce professional proposals.

Inconvénients

Using the search criteria to add items to a quote requires knowing the name (or part of the name) of the item.

Andrew
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 02/03/2017

Socket Experience is good.

I highly recommend using Socket. The application is very user friendly, cost effective, and the customer service is top notch.
I have worked closely with them and have never been let down. They have made themselves available at moment's notice every step along the way.
Customer service is off the charts...5+ stars!

Brian
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 03/11/2016

Great quoting tool

The company stands behind their product. They work with you to make sure you are well trained and able to implement the software into your business. The quotes are very high quality and customers are really impressed when they get them. The improvements in the integration with CRM's makes it an even better value.

Avantages

Easy to use and setup. Great quality quotes, and the ability to break down recurring charges and one time charges is great.

Inconvénients

The additional cost for a company that does a high volume of quotes in another CRM makes it tough. The CRM integration is improving, but still requires too many moving pieces to the sales process.

Jone
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
4

4
Publié le 24/07/2018

Quick and easy to use.

Avantages

It is very easy to use Socket for quotes, very straight forward. Also makes it easy for our company to track the process of acceptance and payment of quotes.

Inconvénients

I have not yet experienced any problems with the software. I have only used it for less that 6 months, but I am very happy with it so far.

Ben
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 09/01/2012

Socket rocks my sock[et]s

I'm a sole proprietor who provides internet services and also sells software licences of different types. By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort.

Avantages

Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses.

Inconvénients

I haven't received any Socket stickers or free t-shirt, yet.

Ben
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
0
Support client
0

5
Publié le 09/01/2012

Socket rocks my sock[et]s

I'm a sole proprietor who provides internet services and also sells software licences of different types. By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort.

Avantages

Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses.

Inconvénients

I haven't received any Socket stickers or free t-shirt, yet.

Cary
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 17/05/2016

WOW! So Fast and Flexible!

When we launched our company we were generating Excel quotes with a very loose sign-off process for new customers. After implementing SocketApp, we were able to cut our sales quoting time from 1 hour to 1 minute while creating a more professional and legally binding quote sign-off process. The integration to Stripe has also saved our accounting team a tremendous amount of time. I love being able to control all off the labels and messages that go out. This helps to align the quoting language with our values / terminology.

Brittany
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 30/01/2017

Great product, service, and response time!

I have nothing but positive things to say about Socket. Anytime I have an issue or question, Matt is on it right away with a fantastic response time. The entire product is constantly getting new updates to make it better than the great product it already is. Socket is constantly improving itself for the better and employees are dedicated to delivering satisfactory products. Great software, service, and overall experience. I would recommend Socket to anybody looking for a reliable and professional quote software!

Radndy
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 17/01/2018

OUTSTANDING PROGRAM

Avantages

This program is easy to set up and even easier to use. The support from the reps is unmatched. I would 100% recommend this program to anyone.

JR
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
5

4
Publié le 13/04/2017

Excellent Service

From day one we have had great service from socket,customer service representative is great, always patient with us and quick to answer all our questions...An A+ company

52 avis