Feature Improvement: Quote PDF Preview when Emailing
When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF:
This way, you can always be sure your customer is getting the right Quote!
When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF:
This way, you can always be sure your customer is getting the right Quote!
Updated Quoter Conference Schedule 2023
We're back on the road this year and couldn't be more excited to sponsor these events. Please check back as we will update this post with more detailed information as we get closer to the event dates.
How To Bring Humanness Back Into Your Quote-To-Cash Process, With Tips From Quoter Account Executive Foster Fong
Foster has, by "trial and error," found himself on a roll in closing deals. As 1 of 6 full-cycle account executives, he revels in the opportunity to forge relationships with Quoter's prospects and partners.
5 Signs You're In a Reactive Revenue Slump, And How To Recover Fast
Proactive revenue is money earned through anticipatory, customer-focused channels. It values automation, optimizing the quote-to-cash process, and reducing human error: fewer surprises and more predicable revenue.
Advice for MSPs From Quoter's Sales Manager Jan Karlo Manuel
Getting curious about a prospect's goals lets you focus on solutions, not sales outcomes. At the end of the day, if the timing is right for the prospect, the win is yours.
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