Build a quote with your brand in minutes.
Quoter
Your logo, your colors and your products. Use it in the cloud, on your own or with your team. Your client gets a PDF or a link to accept.
From $12.99 USD /mo
What it looks like, illustrated
Product illustrations, not screenshots.
TOOL 1 · QUOTER
- FORMAT
- cloud quote builder, right in your browser
- BILLING
- monthly subscription, cancel anytime
- with your brand, logo and colors
- TEAMS
- up to 10 sales reps on Cloud Pro
- PUBLIC LINK
- clients accept the quote online (Cloud)
Your quote builder, exactly as it is
Edit panel on the left, client document on the right: that's how the Quoter works.
Client
Quote
Items
Quick addPrepared exclusively for
Valley Supply Co. · Central Valley
Standard terms and conditions apply.
Prepared exclusively for
Valley Supply Co.
The PDF adds an About Us page, a How We Work page, and a corporate closing page.
Cloud Quoter Basic: your quotes saved in the cloud, plus the public link so customers accept online.
Choose your Quoter plan
Cloud Basic
- WHAT IT DOES
- You quote in the cloud and keep the history.
- SELLERS
- 3
- QUOTES PER MONTH
- 100
- PDF BRANDING
- Only yours
7-day guarantee on the monthly fee.
Cloud Pro
Our recommendation- WHAT IT DOES
- Your team quotes together, with shared history.
- SELLERS
- 10
- QUOTES PER MONTH
- 1,000
- PDF BRANDING
- Only yours
7-day guarantee on the monthly fee.
- 01Customize your brand and colors.
- 02Build the quote with your products.
- 03Share the PDF or the public link.
The Quoter compared with a spreadsheet
A spreadsheet is fine to start with. This is what changes in the things that matter when you quote.
Criteria
| Criteria | Spreadsheet | Cloud Quoter |
|---|---|---|
| Your own brand | Depends on how you build the template. | Your logo and your colors on the PDF and on the link your client opens. |
| Link to accept | Not included: you send the file or a PDF. | Your client accepts the quote online. |
| It exports, in whatever format you give it. | It exports from the browser in your brand's format. | |
| History | One file or one tab per quote, if you keep it organized. | Quotes stay saved in your account. |
| Team | One shared file: keeping versions straight is up to you. | Each salesperson signs in with their own user: up to 3 on Cloud Basic and 10 on Cloud Pro. |
Frequently asked questions
Do I have to install anything?
No. The Quoter and the Sales Agent run on our infrastructure: you just log in to your panel, in your browser.
Do my customers see my brand or the store's?
The PDF and the chat always carry your logo and colors, on every plan. The store never puts its own brand on what your customers see.
Do I need the Quoter and the Agent, or just one?
No. They are independent products: buy one, the other or both, all from the same account.
What does the 7-day guarantee cover?
The monthly fee, 100%: write to us within 7 days of your purchase. For the Agent, the 7 days on the monthly fee start when it goes live. If we don't get your agent connected, you get a full refund: setup is fully refundable until your agent is live, and non-refundable after that. See the refund policy →
Can I change plans or cancel?
Yes. Cloud Quoter and Sales Agent can be cancelled anytime, no commitment, from your Billing panel: you keep access until the end of the period you already paid for.