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. 

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!