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!
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 Product Update: Automated Quote Reminders
Sending the Quote does not mean your job is done! Depending on the complexity of what you're selling, it may require several touchpoints before closing the deal.
Quoter Product Update: Distributor Pricing and Availability
It’s important that any changes to pricing or availability on hardware are updated on a Quote to protect your profit margin and ensure procurement.Â
Tax Compliance Integration: Avalara
Today we are excited to announce a highly anticipated integration that will make sales tax much easier to manage.
Quoter Product Update: Quote Revisions V2
Quote and proposal revisions have been updated to improve the customer buying experience and sales tracking experience within Quoter.
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