On a Quote-by-Quote basis you can change the Quote Name simply by clicking the checkbox to the left of Change Quote Name when creating a new Quote as shown in the screenshot below:
This can be very useful for adding a project name to your Quote, for example. It’s important to note that the Quote Name does appear on the Quote PDF, just above the pricing table:
How Quoter's Senior Product Manager Decides What Features To Build Next
At Quoter, these decisions come together through Dragon’s-Den-esque pitching, ongoing collaboration with MSPs, and steadfast alignment with the platform’s sweet spot: easy-to-learn, easy-to-use, lightning-fast quoting.
Quoter's Partner Success Specialist Shares Her Tips For Fast & Easy Onboarding
One of the biggest misconceptions holding technology service providers back from improving their quote-to-cash process is that switching quoting software takes too much time.
Quote-to-Cash: Everything to Know For Faster Sales Cycles
Quote-to-cash (QTC) refers to the revenue phase in a sales cycle. It begins with the quote and ends with receiving payment. Those steps, and others in between, make up the quote-to-cash process.
Join us and automate your billing and quoting processes with Quoter + ConnectBooster
If you're new to Quoter and/or ConnectBooster, We invite you to attend our upcoming webinar and advance your business automation!
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