Quoter Product Update: March 2024
Quoter product updates for March 2024 include improvements to ConnectWise and Syncro integrations and contract management workflow.
Quoter Product Updates will be published here and in our Knowledge base: https://help.quoter.com
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.
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.
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.
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...
Product Update: Line Item Import is here!
Build quotes faster by importing Line Items from vendors or other sources.
Introducing Contracts, a Contract Management solution designed for Managed Service Providers (MSPs)
VANCOUVER, BC – 10/04/23 – This latest addition to Quoter’s platform will redefine how MSPs create, execute, and manage contracts and renewals for clients.
Quoter Product Update: Massive Multi-Feature Release
We have some exciting new features added to Quoter today! Improvements to our Product Cloud, Templates, Bundles and the highly requested Single Select functionality.
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.
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...
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.
Quoter Product Update: Automated Quote Reminders
Sending the Quote does not mean your job is done! Depending on the complexity of what you're selling, it may require several touchpoints before closing the deal.
Quoter Product Update: Distributor Pricing and Availability
It’s important that any changes to pricing or availability on hardware are updated on a Quote to protect your profit margin and ensure procurement.Â
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.
Tax Compliance Integration: Avalara
Today we are excited to announce a highly anticipated integration that will make sales tax much easier to manage.
Quoter Product Update: Quote Revisions V2
Quote and proposal revisions have been updated to improve the customer buying experience and sales tracking experience within Quoter.
Quoter Product Update: Product Cloud V2
For IT service providers that sell hardware, our product cloud uses the standardized product data feed by GfK Etilize allowing you to search products within Quoter. We're proud to offer this feature on all of our pricing plans and today,...
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.
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.
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