Quoter Plan, developed by Logiciels Quoter, is a modern quoting and proposal management platform designed to help teams create accurate, professional quotes in minutes. It streamlines the entire quote-to-acceptance process with reusable templates, configurable product and service catalogs, and flexible pricing rules for tiers, bundles, discounts, taxes, and fees. Built-in margin visibility and approval workflows keep pricing consistent and compliant with your policies, while version history and an audit trail provide clear oversight.
With Quoter Plan, sales and operations teams can collaborate in real time, add internal notes, and assign reviewers to ensure every proposal is complete and on brand. What-if scenarios let you compare pricing options and profitability before sending, and customers can review, comment, and accept online with e-signature and optional payment links for a faster close.
The platform integrates with popular CRMs, e-signature tools, and accounting systems to sync contacts, products, and deal stages, reducing manual entry and errors. Dashboards and reporting give visibility into quote status, win/loss trends, and forecasted revenue so you can prioritize the right opportunities.
Quoter Plan is cloud-based, secure, and easy to adopt, with role-based permissions and granular access controls. It’s ideal for service providers, technology firms, manufacturers, and agencies that need reliable quoting and lightweight planning without the complexity of a full ERP. more
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