Quoter Blog

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.

How To Bring Humanness Back Into Your Quote-To-Cash Process, With Tips From Quoter Account Executive Foster Fong

Foster has, by "trial and error," found himself on a roll in closing deals. As 1 of 6 full-cycle account executives, he revels in the opportunity to forge relationships with Quoter's prospects and partners.

5 Signs You're In a Reactive Revenue Slump, And How To Recover Fast

Proactive revenue is money earned through anticipatory, customer-focused channels. It values automation, optimizing the quote-to-cash process, and reducing human error: fewer surprises and more predicable revenue.

Advice for MSPs From Quoter's Sales Manager Jan Karlo Manuel

Getting curious about a prospect's goals lets you focus on solutions, not sales outcomes. At the end of the day, if the timing is right for the prospect, the win is yours.

How Quoter's Senior Product Manager Decides What Features To Build Next

At Quoter, these decisions come together through Dragon’s-Den-esque pitching, ongoing collaboration with MSPs, and steadfast alignment with the platform’s sweet spot: easy-to-learn, easy-to-use, lightning-fast quoting.

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.

Quoter Software Inc. Announces Benefit Partnership with The ASCII Group

VANCOUVER, BC CANADA – May 9, 2023 -- Quoter Software Inc (Quoter) is pleased to announce it has embarked on a benefit partnership with The ASCII Group for 2023.

Quoter's Partner Success Specialist Shares Her Tips For Fast & Easy Onboarding

One of the biggest misconceptions holding technology service providers back from improving their quote-to-cash process is that switching quoting software takes too much time.

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...

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...

Everything You Need To Know About Proactive Revenue, The Next Big Movement in B2B Sales

Proactive revenue is money earned through anticipatory, customer-focused channels. It’s an approach to B2B sales first developed by the team at Quoter.

Quote Automation: 9 Tasks To Start Saving You Time & Money

When quote automation is done right, workflows are simplified; the risks of human error decrease. Operations are more efficient, which impacts the bottom line.

Quote-to-Cash: Everything to Know For Faster Sales Cycles

Quote-to-cash (QTC) refers to the revenue phase in a sales cycle. It begins with the quote and ends with receiving payment. Those steps, and others in between, make up the quote-to-cash process.

How to Delegate Sales Tasks to Remote & Hybrid Staff

5 tips from managers in B2B to adapt to your remote or hybrid workflow and reap the benefits of a few minor adjustments to your processes. Let's dive in, but first, we'll identify some sales tasks that deserve the delegation treatment....

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.

Partner Profile: Stories & Advice For Business Growth | Alt-Tech

Today Daniel (Alt-Tech) runs five companies across various interests, including whisky tastings, events, MSP software development, consulting, and IT services.

Partner Profile: Stories & Advice For Business Growth | TCE

TCE Company's CEO, Sarah Goffman, isn't your typical technology services leader. She has an academic background in anthropology, three rescued dogs, and occasionally receives emails from the FBI titled "For your eyes only."

Partner Profile: Stories & Advice For Business Growth | Summit V

This series draws back the curtain to see what makes technology services organizations successful. We're spotlighting our clients for their take on how to drive growth.

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!

[Checklist] Designing a customer-centric sales process for your business

For projects of all sizes, formatting and design matter. Especially when you bid on a job with other competing vendors, this is your opportunity to make a positive first impression.

Hiring New Sales Staff? Reduce Ramp Time With These 3 Standard Operating Procedures (SOPs)

Let’s look at standard operating procedures a little closer, and at the end, we’ll share 3 SOPs you’ll want to adopt for your sales team ASAP.

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.