Integration Update: Pipedrive Deal Amount Selector

With our Pipedrive integration, you can now select whether to use the Quoter upfront or recurring amount as the Pipedrive Deal amount:     Happy Quoting!

Integration Update: HubSpot Deal Amount Selector

With our HubSpot integration, you can now select whether to use the Quoter upfront or recurring amount as the HubSpot Deal amount: Happy Quoting!

Quoter Update: New Login Page Design

We’re excited to release a refreshed login page design for an improved user experience when signing into Quoter:   Happy Quoting!  

New Feature: Line Item Audit

We have released a new Audit feature for our Items Report that will provide a breakdown for each Line Item on a per Quote basis: This feature requires access to our Reporting included in our Pro and Enterprise plan or … Read More

Quoter now integrates with ConnectBooster

We’re excited to announce that Quoter now integrates with ConnectBooster. ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for quotes, either as a deposit amount or full payment. … Read More

New Feature: Improved Quote Create

In preparation for our upcoming Draft Quotes feature and unification of Quote Create and Quote Edit, we’re excited to release the completely revamped Quote Create as the first step towards these major new features. What’s new: Completely revamped UI that … Read More

New Feature: Quote Attachments

Until now, files that were attached to Templates, Items, or Quotes were sent as email attachments when sending Quotes to customers. This was somewhat limiting, as it was rather difficult to reference the attached files when later viewing or editing … Read More

Quoter now integrates with Ingram Micro Genesis

We’re excited to announce that Quoter now integrates with Ingram Micro Genesis to allow our Partners in Australia, Belgium, Luxembourg, and Netherlands to search Ingram Micro Genesis for real-time product pricing and availability. How Quoter integrates with Ingram Micro Genesis … Read More

Quoter now integrates with Ingram Micro Europe

We’re excited to announce that Quoter now integrates with Ingram Micro Europe for real-time product pricing and availability. We recently announced an integration with Tech Data Europe as well. How Quoter integrates with Ingram Micro Europe When creating a Quote … Read More

Quoter now integrates with Tech Data Europe

With a rapidly growing number of partners in the UK and other European countries, we’ve had many requests to add support for EU product distributors including Tech Data and Ingram Micro (support for Ingram Micro UK will be released very … Read More

Margin vs Markup Selector

We had heard from many of our partners that they operate on markup rather than margin when pricing products and services. We listened to that feedback and are happy to announce that we’ve released the ability to price by markup … Read More

Quote Opened Notification

We’ve heard from many of our Partners that not having the ability to be notified when a Quote was first opened by their customer could be the difference between winning or losing the deal. With our Quote Opened Notification, you’ll … Read More