Feature Improvement: Updated Dashboard

Quoter
Sep 12, 2017

In anticipation of our upcoming Reports functionality, we’ve made an update to your Socket Dashboard!

The updated Dashboard features an improved date picker with more presets and custom range functionality to dial in a specific date range. We’ve also changed the visual representation of your Quotes to a pie chart – your Quotes Summary now truly “At a Glance”.

We’re looking forward to releasing our Reports feature to Station and Grid customers later this year. Stay tuned for updates and please let us know if you have any feedback!

May 10, 2023

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.

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Apr 12, 2023

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...

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Nov 04, 2022

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.

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Oct 20, 2022

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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Quote Tracking for Better Win Rates in B2B Sales

Updated Quoter Conference Schedule 2023

Quote Tracking for Better Win Rates in B2B Sales

Updated Quoter Conference Schedule 2023

Feature Improvement: Updated Dashboard

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