Quoters Review: Fast Proposal Software for Agencies

What Is Quoters and How Does It Work?

Quoters is a proposal tool built around one idea: getting proposals out the door fast. You pick a template, assign it to a contact, customize the content, and send a shareable link. Your prospect can review, download a PDF, and sign electronically — all without leaving the browser.

The platform comes with about 20 pre-built templates spanning niches like digital marketing consulting, interior design, dental clinics, and event planning. Each template is a starting point you can customize with your own copy, images, and branding. There's also a contact management system built in, and Zapier integration if you want to sync with your CRM.

Setting Up Your Account

Before you start building proposals, there are a couple of things to configure. Under Settings, you'll want to fill out your business information — name, logo, and contact details — since this data gets pulled into your proposals automatically via personalization tags.

The other key setup step is enabling proposal signatures. To turn this on, you'll need to enter the name of the person signing on behalf of your company and upload an image of their actual signature. Then you check a box to allow your customers to sign proposals digitally. It's a slightly unusual workflow — most tools handle this more seamlessly — but it gets the job done.

Templates and Personalization Tags

Once you create a new proposal and select a template, you'll notice curly bracket placeholders scattered throughout the content — things like {{business_name}} and {{contact_business_name}}. These are personalization tags, and they're one of the more useful features in Quoters. When your prospect views the proposal, those brackets get replaced with actual data pulled from the contact's profile.

This means you can dial in a great-looking template once and reuse it across multiple clients without manually swapping names and details every time. To insert a tag, double-click into any text area, click the placeholders button, and pick from the available options. It copies to your clipboard, and a quick paste drops it into place. This is standard fare for proposal software, but Quoters handles it cleanly.

Template Quality: The Good and the Rough Edges

Here's where things get a bit uneven. The templates ship with some notable issues. In the digital marketing consulting template, "Introduction" was actually misspelled — the kind of error that would make most prospects question your professionalism on the spot. Heading capitalization is inconsistent throughout, with some titles properly capitalized and others not. Team member titles like "chief strategy officer" are lowercase while "Marketing Manager" gets proper capitalization.

The visual design has similar inconsistencies. Some headings are left-aligned while their content is centered. Section spacing is excessively large, wasting screen real estate. The video background on the cover section features what looks like a small child typing on a keyboard — not exactly the professional impression you want to make. The bottom line: do not trust these templates out of the box. Plan to rewrite the copy, fix the capitalization, and tighten up the spacing before sending anything to a real prospect.

The Proposal Editor

The editor itself functions like a simplified word processor. You can edit text inline, add line breaks, insert images (with Unsplash integration or your own uploads), and swap out background images or videos. Each section has a red plus button for inserting new sections, and you can save any section you've perfected to a reusable library for future proposals.

There are some missing features worth noting. Images automatically center-align with no option to change alignment. Background images can't be overlaid with a dark tint to improve text readability, and there's no way to crop or reposition a background image within its frame. You can toggle off auto-sizing on sections to manually control height, but fine-tuning the layout still feels limited compared to more mature proposal tools.

Pricing Tables and Margin Tracking

The pricing table is one of Quoters' standout features. It's a dedicated section type — separate from standard content sections — where you list out your services with descriptions, quantities, prices, and optional discounts. You can also mark items as optional, giving your prospect some flexibility.

What makes this particularly interesting is the built-in margin tracking. When setting up your rates, you can enter your actual costs alongside your prices. The proposal then shows you your margins in real time as you build the pricing table. This information is hidden from clients, but it gives you instant visibility into whether you have room to offer a discount while staying profitable. You can save frequently used services as rates in your template library, so you're not re-entering the same line items on every proposal.

Sharing, Signatures, and the Client Experience

When your proposal is ready, you preview it to check everything renders correctly, then grab a shareable link. You can set up a custom domain with a CNAME record, and there's also a PDF download option. Your prospect sees their name at the top, a big green "Accept" button, and a clean read-through of your proposal.

The acceptance flow asks the prospect to enter their name, email, and draw their signature in a box. Once they hit accept, emails fire off to both parties — your client gets a PDF download link, and you get a notification that the proposal has been accepted. It's straightforward and functional.

Mobile Responsiveness Issues

Testing the proposal in a mobile emulator reveals some significant issues. Headings that were already large on desktop become oversized on mobile, making them difficult to read. The section bands that felt spacious on desktop take up absurd amounts of screen real estate on a phone. The sticky header navigation eats into the viewport and never fully disappears as you scroll.

Animated elements like the coin graphic in the "Your Investment" section look broken on smaller screens. The body text resizes reasonably well, but the overall mobile experience needs serious attention. Given that many decision-makers review proposals on their phones, this is a real concern.

Final Verdict: A Promising Tool That Needs Polish

Quoters has a solid feature set for a proposal tool. The personalization tags, margin tracking, pricing tables, and e-signature workflow all work as advertised. The core functionality covers nearly everything you'd want in a proposal app.

Where it falls short is polish. The templates need significant cleanup before they're client-ready, mobile responsiveness has real problems, and the editor is missing some quality-of-life features like image alignment and background overlays. One notable omission is email tracking — there's no way to know when your prospect opens or views the proposal, which is valuable for timing your follow-up calls.

If you're willing to put in the work to customize templates and you primarily deal with desktop-viewing clients, Quoters offers good value — especially at its current deal pricing. Just don't expect to send a template straight out of the box without some serious editing first.

Watch the Full Video

Prefer watching to reading? Check out the full video on YouTube for a complete walkthrough with live demos and commentary.