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 Category field(s) with the data returned by a Product Cloud search, or set a default Category/Subcategory used for all Items imported from distributors.
You can find this new setting in Settings > General > Product Cloud:
Happy Quoting!
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.
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