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. Since then, we received a lot of feedback from Partners expressing … Read More

Feature Improvement: Product Cloud Beta

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 when using our Product Cloud feature. We’re extremely excited release our … Read More

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: Stay tuned for future updates to support additional Service Quotation Item Types.   Happy Quoting!

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 With our Quickbooks Online integration, we now allow you to … Read More

Feature Update: Email Tracking Improvements

We’re excited to release an update to our Email Tracking feature that will allow you see theEmail Content (subject, body and attachments (if applicable)) of the email that was sent: Happy Quoting!

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 these major new features. What’s new: Completely revamped UI that … Read More

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 to reference the attached files when later viewing or editing … Read More

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 announce that we’ve released the ability to price by markup … Read More

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 or losing the deal. With our Quote Opened Notification, you’ll … Read More