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.

What are we listening to? Here's our 2022 MSP Podcast Roundup!

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

Quoter Product Update: Taxes

Introducing County Tax! This new set of controls will allow your business to configure more specific, standardized tax settings that are then added to quotes and proposals.

Quoter celebrates 1,000 partner milestone with new brand

Quoter Software Inc., a modern, cloud-based sales quoting platform for technology service providers, is excited to announce it has launched a new brand identity.

New Feature: Quote Sections

After many requests, we've finally released our quote sections feature! Now you can organize your quotes by breaking them up into individual sections with their own subtotals.

New Feature: Bundles

We've had a lot of requests from partners to be able to set fixed-quantity bundles for packages that require a specific number of components.

Feature Improvement: Percentage Based Pricing Update

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.

New Feature: Draft Quotes

We received a lot of feedback from our partners that they were finding it limiting to not have the ability to save a quote during the quote create process.