Quoter
4 Case Studies
A Quoter Case Study
IT Goat, a Dallas-based managed service provider with 20–50 staff, needed a quoting system new salespeople could learn quickly to reduce onboarding time and proposal errors. They engaged Quoter for a simplified, template-driven quoting platform to enable more self-serve onboarding and consistent proposal creation.
Quoter implemented standardized quote templates, manager reporting and unlimited user pricing with six user levels so IT Goat could add staff without per-seat costs. The solution shortened ramp-up time for new salespeople, reduced proposal errors, allowed faster team growth and—according to IT Goat—helped increase monthly recurring revenue by over 300% in the first year.