Quoter Product Update: September 2024

For the first time in Quoter Product Update history, we're sharing our work in progress in addition to items we've deployed this month. A few items are so close to being over the line that I can't wait to share!...

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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: 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.