Quoter Product Update: August 2024

We appreciate everyone in the Channel who brings us feedback; you're not only driving your own business but also taking the time to work with us to improve.

Quoter Product Update: July 2024

Read what’s new for Quoter in July 2024! We’ve added tons of functionality to our Halo PSA integration and updates to Manager Approvals.

Quoter Product Update: June 2024

Read what’s new for Quoter in June 2024! We’ve added enhancements for customizing how you use Quoter to fit your unique sales process.

Introducing the Latest Enhancements to Quoter’s HaloPSA Integration

These updates bring improved security, expanded functionality, and greater efficiency to your workflow. Here’s an overview of the new features and how they benefit our mutual Quoter and Halo partners.

Introducing Multi-Stage Approvals: A Game-Changer for Quoter Partners

Quoter's new Manager Approvals enhancement introduces multi-stage approvals, offering a robust solution to ensure your quotes are thoroughly vetted and approved according to your specific organizational needs.

ICYMI: ScalePad Innovate 2024 Recording

This live event covers ScalePad’s product vision and market strategy directly from our leadership team.

Better Quote Management: Tailor Your Quote View and Improve Efficiency

Designed to modernize the Quote management interface and provide additional functionality, this enhancement offers new filter options and the ability to save customized views.

Quote Like Speed Racer With These 5 Time-Saving Tips In Quoter

Speed wins in B2B sales. 50% of the time, the first to respond gets the sale. Let's look at some ways Quoter can help get you there faster.

New Pricing Modifiers: Markup and Margin Calculations, Bulk Update Controls

Quoter has introduced a valuable enhancement that empowers users to calculate a line item's unit price using either a markup calculation or a margin calculation.

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.

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.

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.

10 Best Discovery Call Questions for Sponsorship Sales to Help You Create Winning Proposals

This initial conversation with a potential sponsor allows you to gather valuable information, build rapport, and ultimately create a winning proposal.

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.

Supercharge Your Quote-to-Cash Process by Asking These 7 Customer Questions

In this post, we'll share seven questions you can ask your customers about your quote-to-cash process. From there, you can build the data you need to significantly improve the revenue side of your sales cycle. Your customers will notice, and...

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.

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.

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.

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.

Quoter Product Update: March 2024

Quoter product updates for March 2024 include improvements to ConnectWise and Syncro integrations and contract management workflow.

Quoter Product Update: February 2024

Quoter product updates for February 2024 include enhancements to its HaloPSA integration, and ConnectWise, HubSpot, and Pipedrive integration updates.