Quoter Product Update: July 2024

Read what’s new for Quoter in July 2024! We’ve added tons of functionality to our Halo PSA integration and updates to Manager Approvals.

Introducing Multi-Stage Approvals: A Game-Changer for Quoter Partners

Quoter's new Manager Approvals enhancement introduces multi-stage approvals, offering a robust solution to ensure your quotes are thoroughly vetted and approved according to your specific organizational needs.

New HubSpot Integration Feature: Enhanced Contact and Company Data Management in Quoter

This update is designed to make managing contacts, companies, and deals in HubSpot through Quoter more intuitive and seamless.

Product Update: Customizable Quote Reminder Intervals

This update introduces customizable reminder intervals and account-level default settings, empowering you to tailor your follow-up strategy precisely to your business needs and customer behaviors.

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. 

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.

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.

Quoter Product Update: Product Cloud V2

For IT service providers that sell hardware, our product cloud uses the standardized product data feed by GfK Etilize allowing you to search products within Quoter. We're proud to offer this feature on all of our pricing plans and today,...

Quoter Product Update: Optional Quantities

With editable quantities, each line item on a quote can be published editable. When your customer views a quote, they are able to modify the quantity of a given line item before accepting.

Quoter Product Update: Taxes

Introducing County Tax! This new set of controls will allow your business to configure more specific, standardized tax settings that are then added to quotes and proposals.

Feature Improvement: Percentage Based Pricing Update

When we introduced the concept of Subcategories, we maintained a simple calculation for percentage based items - their pricing would be dependent solely upon the category (or subcategory) selected.

Feature Improvement: Product Cloud

We received a lot of feedback from our partners that they were finding it limiting to only have the option to search our supported Distributors by Manufacturer Part Number.

Integration Update: Kaseya BMS Improvements

With our Kaseya BMS integration, we now support mapping of quoter categories to Kaseya service quotation fixed labor item types.

Integration Update: QuickBooks Online Improvements

We have released the following improvements to our QuickBooks Online Integration: With our Quickbooks Online integration, we now allow you to map the Quoter Item Categories to QBO Revenue Categories ...

Feature Update: Email Tracking Improvements

We're excited to release an update to our Email Tracking feature that will allow you see the Email Content (subject, body and attachments (if applicable)) of the email that was...

Integration Update: Pipedrive Deal Amount Selector

With our Pipedrive integration, you can now select whether to use the Quoter upfront or recurring amount as the Pipedrive Deal amount:     Happy Quoting!

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!

Quoter Update: New Login Page Design

We're excited to release a refreshed login page design for an improved user experience when signing into Quoter:   Happy Quoting!  

New Feature: Improved Quote Create

In preparation for our upcoming Draft Quotes feature and unification of Quote Create and Quote Edit, we're excited to release the completely revamped Quote Create as the first step towards...

New Feature: Quote Attachments

Until now, files that were attached to Templates, Items, or Quotes were sent as email attachments when sending Quotes to customers. This was somewhat limiting, as it was rather difficult...

Margin vs Markup Selector

We had heard from many of our partners that they operate on markup rather than margin when pricing products and services. We listened to that feedback and are happy to...

Quote Opened Notification

We've heard from many of our Partners that not having the ability to be notified when a Quote was first opened by their customer could be the difference between winning...

Product Catalog on Quote Revision

We're pleased to announce a small update that will have a big impact for a lot of our partners. Product Catalog, the feature that allows you to easily add products directly...