Today we’ve added a small feature that we’ve had many requests for – the ability to override the Quote Template’s name when creating a Quote. This is now available, and can be found in the options near the top of the Quote composition page:
This can be very useful for adding a project name to your Quote, for example. As before, be aware that the Quote Template name does appear on the Quote PDF, just above the pricing table:
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.
Quoter Product Update: Massive Multi-Feature Release
We have some exciting new features added to Quoter today! Improvements to our Product Cloud, Templates, Bundles and the highly requested Single Select functionality.
The Secret Sauce to Quoter’s Co-Founders 16 Year Long Working Relationship (And Why It Still Works)
There's a well-known formula for startup co-founder partnerships: one person is the technical muscle, while the other is the business lead. By joining forces, they complement each other's strengths and skill sets: yin and yang.
Getting started with Quoter: Professional Service Implementation
Integrating a new quoting software into your business is not as easy as creating an account. It's the change of a business process that can be unfamiliar or habit-breaking that's the most difficult. We recognize this and have designed a...
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