During Quote generation, you can now see each Item’s pricing details. Further, you can also override the base unit price of an Item:
These changes will only affect the current Quote, and any Item Options are still calculated extra where applicable.
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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