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.

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.

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...

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.

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.

Feature Update: Email Tracking Improvements

We're excited to release an update to our Email Tracking feature that will allow you see the Email Content (subject, body and attachments (if applicable)) of the email that was...

Quoter Pro Tips: Mail Merge Fields

Whether it's having the Customer's first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number...

Quoter Pro Tips: Form Fields

The ability to manage which customer information is required when generating a Quote can be managed under Settings > Form Fields as per the screenshot below: In the above example, only the...

Quoter Pro Tips: Quote Columns

The ability to show or hide the Quote Columns displayed on the Quote PDF can be managed under Settings > Quote Columns as per the screenshot below: In the above example, both...