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.

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? 

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.

Feature Improvement: Product Cloud

We received a lot of feedback from our partners that they were finding it limiting to only have the option to search our supported Distributors by Manufacturer Part Number.

Integration Update: Kaseya BMS Improvements

With our Kaseya BMS integration, we now support mapping of quoter categories to Kaseya service quotation fixed labor item types.

New Feature: Default Product Cloud Category/Subcategory

To provide more control over your Item Categories within Quoter, we have added a new setting for our Product Cloud feature. It allows you to choose to continue populating the...

Quoter now integrates with Dicker Data

We’re excited to announce that Quoter now integrates with Dicker Data. How Quoter integrates with Dicker Data When creating a Quote in Quoter, you can search Dicker Data for product pricing...