When we introduced the concept of Subcategories, we maintained a simple calculation for Percentage Based Items – their pricing would be dependent solely upon the Category (or Subcategory) selected. Since then, we received a lot of feedback from Partners expressing … Read More
Author Archives: Matt Stansfield
With our Kaseya BMS integration, we now support mapping of Quoter Categories to Kaseya Service Quotation Fixed Labor Item Types: Stay tuned for future updates to support additional Service Quotation Item Types. Happy Quoting!
To provide more control over your Item Categories within Quoter, we have added a new setting for our Product Cloud feature. It allows you to choose to continue populating the Category field(s) with the data returned by a Product Cloud … Read More
We’re excited to announce that Quoter now integrates with Dicker Data How Quoter integrates with Dicker Data When creating a Quote in Quoter, you can search Dicker Data for product pricing and availability by Manufacturer Part Number or Keyword. The … Read More
We have released the following improvements to our QuickBooks Online Integration: With our Quickbooks Online integration, we now allow you to map the Quoter Item Categories to QBO Revenue Categories With our Quickbooks Online integration, we now allow you to … Read More
We’re excited to release an update to our Email Tracking feature that will allow you see theEmail Content (subject, body and attachments (if applicable)) of the email that was sent: Happy Quoting!
We now allow per-Template customization of the Pricing Table display settings: These settings will take priority over the account level Pricing Table display settings. Happy Quoting!
We now allow you to customize the background and font colour of the “Accept Quote” button as shown on the Quote: Happy Quoting!
With our Pipedrive integration, you can now select whether to use the Quoter upfront or recurring amount as the Pipedrive Deal amount: Happy Quoting!
With our HubSpot integration, you can now select whether to use the Quoter upfront or recurring amount as the HubSpot Deal amount: Happy Quoting!