Updated Quoter Conference Schedule 2023

We're back on the road this year and couldn't be more excited to sponsor these events. Please check back as we will update this post with more detailed information as we get closer to the event dates.

Thinking of Quoter as the Sales Ops role in your business

In this article, we share insight on what we believe is the biggest opportunity for service-based businesses to start thinking about how their sales process fits into their organization.

Getting started with Quoter: Professional Service Implementation

Integrating a new quoting software into your business is not as easy as creating an account. It's the change of a business process that can be unfamiliar or habit-breaking that's the most difficult. We recognize this and have designed a...

Quote Tracking for Better Win Rates in B2B Sales

Stop letting your sales Quotes fall through the cracks! Tracking Quote status and timing your follow-up can have immediate improvements on your closing rate.

Officially Launched: The Quoter Partner Program

Earn passive income by sharing Quoter in your community. All approved Partners start by earning 20% of the transaction value from referred accounts during the first 12 months.

Product Update: PSA Items on Templates and in Bundles

Quoter supports adding PSA Items directly to your Templates. If a Template includes a Line Item from either ConnectWise Manage or Autotask, Line Item details are pulled from the PSA in real-time when a Quote is created that uses...

What are we listening to? Here's our MSP Podcast Roundup! [UPDATED FOR 2023]

The IT Services industry moves quickly, and listening to some industry-specific podcasts is an effective way to stay on top of the trends.

For the month of December sign up to Quoter and get $250 USD to the Quoter Merch Store

Sign up to Quoter during the month of December and receive a $250 (USD) Gift Card that can be redeemed at shop.quoter.com.

Join us and automate your billing and quoting processes with Quoter + ConnectBooster

If you're new to Quoter and/or ConnectBooster, We invite you to attend our upcoming webinar and advance your business automation!

Quoter Product Update: Procurement Pick List

If you're a Managed Service Provider selling hardware, listen up! We just shipped a feature to help with procurement.

Quoter is attending IT Nation Connect: November 9-11 in Orlando, FL

The IT Nation Connect Conference is a 3-day event where industry leaders, technology vendors and channel partners come together to learn from each other.

Quoter Product Update: Automated Quote Reminders

Sending the Quote does not mean your job is done! Depending on the complexity of what you're selling, it may require several touchpoints before closing the deal.

Quoter Partner Store & Ambassador Program Announcement

Today, we are expanding this program to account for a wider range of digital advocacy. The interactions we have online can help others discover Quoter, learn about the problems we are solving and help business owners make an informed decision....

Quoter Product Update: Distributor Pricing and Availability

It’s important that any changes to pricing or availability on hardware are updated on a Quote to protect your profit margin and ensure procurement. 

A Quoter Guide To Merge Fields

Using Merge Fields to customize your quotes, proposals and emails can add up to saving a ton of time while creating a highly personalized experience for your customer.

Tax Compliance Integration: Avalara

Today we are excited to announce a highly anticipated integration that will make sales tax much easier to manage.

Quoter Product Update: Quote Revisions V2

Quote and proposal revisions have been updated to improve the customer buying experience and sales tracking experience within Quoter.

Quoter Product Update: Product Cloud V2

For IT service providers that sell hardware, our product cloud uses the standardized product data feed by GfK Etilize allowing you to search products within Quoter. We're proud to offer this feature on all of our pricing plans and today,...

Integration Partner Spotlight: Datagate

Last week I was able to catch up with Usman Zahoor, the Regional Sales Manager at Datagate. Usman works out of the Datagate head office in Jacksonville, Florida. He's been busy attending the Channel Partners Conference & Expo, and the...

Quoter Product Update: Optional Quantities

With editable quantities, each line item on a quote can be published editable. When your customer views a quote, they are able to modify the quantity of a given line item before accepting.

Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

B2B Sales Automation Starts With How Your Business Quotes

B2B sales automation is becoming an industry standard. View our sample workflow illustration to see how Quoter optimizes different parts of the quoting process.

4 Ways B2B Sales Teams Collaborate Working Remote

How can owners at an MSP manage a remote sales team? How do you promote team building, effective communication, and measure productivity without micro-managing? 

Cross-sell & Upsell Opportunities to Maximize Customer LTV

If your B2B sales strategy doesn’t include cross-selling and upselling, you’re likely leaving thousands of dollars on the table. Even worse, you’re not helping your customers win.