We have released a new Audit feature for our Items Report that will provide a breakdown for each Line Item on a per Quote basis:
This feature requires access to our Reporting included in our Pro and Enterprise plan or available as an add-on. Please contact us to learn more.
Quoter Product Update: April 2024
Big updates to the Quoter platform for April 2024! These include Amazon product lookup, HaloPSA integration enhancements, and a new in-app editor.
Quoter Product Update: March 2024
Quoter product updates for March 2024 include improvements to ConnectWise and Syncro integrations and contract management workflow.
Quoter Product Update: February 2024
Quoter product updates for February 2024 include enhancements to its HaloPSA integration, and ConnectWise, HubSpot, and Pipedrive integration updates.
Sneaky ways task duplication in the quoting process slows you down
Those duplicate tasks, they're sneaky! Here's how to identify and eliminate duplicate tasks in your quoting process.
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