Quoter Update: New Login Page Design

We're excited to release a refreshed login page design for an improved user experience when signing into Quoter:   Happy Quoting!  

New Feature: Line Item Audit Report

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...

Quoter now integrates with ConnectBooster

We’re excited to announce that Quoter now integrates with ConnectBooster. ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for...

New Feature: Improved Quote Create

In preparation for our upcoming Draft Quotes feature and unification of Quote Create and Quote Edit, we're excited to release the completely revamped Quote Create as the first step towards...

New Feature: Quote Attachments

Until now, files that were attached to Templates, Items, or Quotes were sent as email attachments when sending Quotes to customers. This was somewhat limiting, as it was rather difficult...

Quoter now integrates with Ingram Micro Genesis

We’re excited to announce that Quoter now integrates with Ingram Micro Genesis to allow our Partners in Australia, Belgium, Luxembourg, and Netherlands to search Ingram Micro Genesis for real-time product...

Quoter now integrates with Ingram Micro Europe

We’re excited to announce that Quoter now integrates with Ingram Micro Europe for real-time product pricing and availability. We recently announced an integration with Tech Data Europe as well. How Quoter...

Quoter now integrates with Tech Data Europe

With a rapidly growing number of partners in the UK and other European countries, we've had many requests to add support for EU product distributors including Tech Data and Ingram...

Quoter Pro Tips: Mail Merge Fields

Whether it's having the Customer's first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number...

Margin vs Markup Selector

We had heard from many of our partners that they operate on markup rather than margin when pricing products and services. We listened to that feedback and are happy to...

Quote Opened Notification

We've heard from many of our Partners that not having the ability to be notified when a Quote was first opened by their customer could be the difference between winning...

Product Feature: Email File Attachments

Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that...