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!
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.
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.
Don't miss our product updates, B2B growth tips and events.
We care about the protection of your data. Read our Privacy Policy.
