Quoter Product Update: May 2024
Here’s what’s new for Quoter in May 2024! A major Quotes List refresh, inventory look-up for Partners using Autotask, and tweaks to our HalosPSA integration.
Quoter news, product updates and B2B sales strategy.
Quoter Product Update: May 2024
Here’s what’s new for Quoter in May 2024! A major Quotes List refresh, inventory look-up for Partners using Autotask, and tweaks to our HalosPSA integration.
Register for ScalePad Innovate, June 20th 2024
This live event covers ScalePad’s product vision and market strategy directly from our leadership team.
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.
New HubSpot Integration Feature: Enhanced Contact and Company Data Management in Quoter
This update is designed to make managing contacts, companies, and deals in HubSpot through Quoter more intuitive and seamless.
Product Update: Customizable Quote Reminder Intervals
This update introduces customizable reminder intervals and account-level default settings, empowering you to tailor your follow-up strategy precisely to your business needs and customer behaviors.
Feature Spotlight: Quote Opened Notification
Quoter's Quote Opened Notification feature is designed to put this crucial information at your fingertips, allowing for timely follow-ups that could be the difference between a deal won or lost.
Introducing an Enhanced Quotes List to Streamline Quote Management
This update is not just about aesthetics; it's about making the quote management process more intuitive and efficient for users. Here's a look at the benefits and features of the new system.
Search + Add Amazon Products to your next Quote
Quoter's new integration with Amazon Business simplifies the quote creation process by allowing the direct addition of Amazon products into quotes.
What are we listening to? Here's our MSP Podcast Roundup! [UPDATED FOR 2024]
The IT Services industry moves quickly, and listening to some industry-specific podcasts is an effective way to stay on top of the trends.
What you lose when your sales quotes are inaccurate (and how to fix it)
Let's look at the impact of inaccurate quotes on your business and how to improve accuracy for quotes moving forward.
Quoter Product Update: February 2024
Quoter product updates for February 2024 include enhancements to its HaloPSA integration, and ConnectWise, HubSpot, and Pipedrive integration updates.
Referrals vs. marketing: what's better for attracting more MSP clients?
This article looks at the pros and cons of referrals and marketing as strategies for attracting more MSP clients.
For MSPs: How to boost your company's image with 5 quick wins
Word-of-mouth referrals might get you the first meeting with a new prospect, but what about all the steps in the sales journey after that?Â
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.
Looks matter: how professional sales proposals get you ahead of the competition
Professional quotes (standardized, branded, concise, beautiful) can be a game-changer to get ahead of the competition.Â
3 New Year's Resolutions For Getting The Most Power Out of Quoter
Make 2024 the year you optimize your workflow, adopt a proactive revenue mindset, and boost your bottom line.
How to use Quoter to build better relationships in B2B sales
What if you could proactively build relationships without adding more tasks to your list? With Quoter, you can. Let's look at 5 Quoter features to save time.
How to introduce your customers to automated payment for recurring services
Want to reduce admin tasks and give clients an effortless experience? It's time to consider automating payments for recurring services.Â
MSPs: The trick to building customers relationships (when you’d rather focus on tech)
Introverts, fear not: Building customer relationships doesn't have to revolve around traditional networking events or constant face-to-face interactions.
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...
MSPs: How (and why) to nurture better relationships with your existing clients
This article explores the benefits of nurturing better client relationships, including boosting referrals and recurring revenue, and how to take action ASAP.
5 ways Quoter helps MSPs retain clients while revising their service agreements
This article deep-dives into five ways Quoter can assist MSPs in retaining clients while revising their service agreements.
Unlocking your organization's growth: how recurring revenue could be the key for MSPs
Let's examine the importance of recurring revenue for MSPs and explore the various strategies that can be employed to unlock its potential.
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