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...

Integration Partner Spotlight: Datagate

Last week I was able to catch up with Usman Zahoor, the Regional Sales Manager at Datagate. Usman works out of the Datagate head office in Jacksonville, Florida. He's been busy attending the Channel Partners Conference & Expo, and the...

Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

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.

Dicker Data Resellers: Quoter now integrates with Dicker Data

We’re excited to announce that Quoter now integrates with Dicker Data! When creating a Quote, you can search Dicker Data for product pricing and availability.

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 ...

Quoter now integrates with Synnex

We’re excited to announce that Quoter now integrates with Synnex for real-time product pricing and availability. How Quoter integrates with Synnex The integration is seamless and simple: When creating a quote you...

Quoter now integrates with D&H

We’re excited to announce that Quoter now integrates with D&H. How Quoter integrates with D&H The integration is seamless and simple: When creating a quote you can search D&H for product pricing...

Quoter now integrates with Tech Data

We’re excited to announce that Quoter now integrates with Tech Data. How Quoter integrates with Tech Data The integration is seamless and simple: When creating a quote you can search Tech Data...

Quoter now integrates with Ingram Micro

We’re excited to announce that Quoter now integrates with Ingram Micro for real-time product pricing and availability. How Quoter integrates with Ingram Micro The integration is seamless and simple: When creating a...

New Feature: Autotask Opportunity Lookup

We’ve heard from many of our Partners using Autotask with Socket that the Opportunity exists in Autotask prior to the Quote being created in Socket. We’re happy to announce that...

New Feature: ConnectWise Opportunity Lookup

We’ve heard from many of our Partners using ConnectWise with Socket that the Opportunity exists in ConnectWise prior to the Quote being created in Socket. We’re happy to announce that...