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 is attending IT Nation Connect: November 9-11 in Orlando, FL

The IT Nation Connect Conference is a 3-day event where industry leaders, technology vendors and channel partners come together to learn from each other.

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. 

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,...

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...

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.