Quoter

The implementation process for Quoter Software is designed to be smooth and efficient, ensuring businesses can start benefiting from the platform quickly. Here’s a typical implementation process:

1. Professional Onboarding: The Quoter Success team assists with importing products and services, styling proposals, setting up account configurations, and integrating with existing systems.
2. Team Training: A training session is provided to familiarize your team with the platform. This session is recorded and shared for future reference.
3. 90-Day Check-In: Approximately 90 days after onboarding, the Quoter team checks in to ensure your business is maximizing the platform’s benefits.

The entire implementation process can take a few weeks, depending on the complexity of your business needs and the level of customization required.

Quoter Software offers extensive options to tailor the platform to specific business needs:

• Configurable Products and Services: Create user-selectable options such as size, model, plan, and material to automate pricing calculations.
• Smart Templates: Customize quotes and proposals with your own content, including cover pages, product information, marketing material, terms, and order instructions.
• Product Bundles: Combine products or services into bundles to simplify the quoting process.
• Custom Branding: Personalize quotes and proposals to align with your business’s branding.
• Multi-Currency Support: Use local currencies and control conversion rates.
• Advanced Reporting and Analytics: Track key metrics, closing rates, and top-performing products and services.

These features ensure that Quoter can be adapted to fit a wide range of business requirements, enhancing both operational efficiency and customer experience.

Quoter Software offers a transparent pricing structure with no hidden fees. The primary costs are the subscription fees for the chosen plan (Basic, Standard, Pro, or Enterprise). There are no additional setup fees, and lifetime support is included in the subscription. This means businesses can get started without worrying about extra charges for implementation or ongoing maintenance.

Quoter provides comprehensive training and support to ensure new users can effectively utilize the platform:

1. Professional Onboarding: The Quoter Success team assists with importing products and services, styling proposals, setting up account configurations, and integrating with existing systems.
2. Team Training: A training session is provided to familiarize your team with the platform. This session is recorded and shared for future reference.
3. Ongoing Support: Lifetime support is available via chat, email, and phone. New staff can book free training sessions to get familiar with their account and Quoter best practices.

Quoter Software employs robust security measures to protect user data:

1. Data Encryption: All sensitive data, including login passwords and credit card transactions, are transmitted over bank-level 256-bit SSL encrypted connections.
2. Cloud Hosting: Quoter is hosted on Amazon AWS, which provides unparalleled physical security, including biometric access protocols and surveillance.
3. Multi-Factor Authentication (MFA): MFA adds an extra layer of security by requiring a short-lived authentication code from an MFA device, such as Google Authenticator.
4. PCI-DSS Compliance: Credit card transactions are processed via secure payment gateways, and credit card data is never stored on Quoter’s servers.
5. Regular Security Updates: The infrastructure is regularly updated with the latest security patches to ensure ongoing protection.

These measures collectively ensure that Quoter Software provides a secure environment for managing quotes and customer data.

Quoter Software releases updates frequently to ensure the platform remains robust and up-to-date. Updates are typically rolled out multiple times a month, addressing bug fixes, security enhancements, and new features. The development team follows a Shape Up-inspired process, working in squads to deliver improvements efficiently. This approach allows Quoter to respond quickly to user feedback and continuously enhance the platform.

Quoter Software’s policy on data ownership is clear: while Quoter owns the code, databases, and all rights to the application, customers retain full ownership of their data. This includes all quotes, contact information, and any other data entered into the system. Quoter provides tools for data export, ensuring that customers can easily transfer their data if needed. This policy ensures that businesses have control over their information and can maintain data portability.

Quoter Software offers flexible terms for scaling up or down based on organizational needs. Businesses can easily upgrade or downgrade their subscription plans to match their current requirements. This flexibility allows companies to adjust their usage and costs as they grow or as their needs change. The platform’s scalability ensures that it can accommodate both small businesses and large enterprises, providing the necessary resources and support at each stage of growth.

Contract Renewal:

• Term: The agreement begins on the date your Quoter account is activated and continues on a month-to-month or year-to-year basis, depending on the pricing plan you subscribed to.
• Renewal: Contracts typically renew automatically unless either party provides notice of termination.

Cancellation:

• Termination by User: You can terminate the agreement at any time by ceasing all use of the service and notifying Quoter.
• Termination by Quoter: Quoter reserves the right to terminate the agreement if you breach any terms or conditions.
• Refunds: Refund policies are generally outlined in the terms of service, and it’s advisable to review these details or contact Quoter support for specific cases.

Quoter Software meets several key compliance standards to ensure data security and regulatory adherence:

1. PCI-DSS Compliance: Ensures that all credit card transactions are processed securely, with credit card data never stored on Quoter’s servers.
2. GDPR Compliance: Adheres to the General Data Protection Regulation, ensuring the protection of personal data for users in the European Union.
3. Data Encryption: Utilizes bank-level 256-bit SSL encryption for all sensitive data transmissions.
4. AWS Hosting: Hosted on Amazon AWS, providing robust physical security and regular security updates.
5. Multi-Factor Authentication (MFA): Adds an extra layer of security for user accounts.
6. SAML SSO: Available on Pro and Enterprise plans, allowing authentication via SAML SSO identity providers like Google, Azure, or OneLogin.

These measures ensure that Quoter Software provides a secure and compliant environment for managing quotes and customer data.