3 automations to optimize quote-to-cash for industry event sales

This post explores how automation can enhance the efficiency of an industry event sales quote-to-cash workflow and reduce bottlenecks in sponsorship approvals.

How to use quote-to-cash automation to reduce workload

This article will explore how quote-to-cash automation can revolutionize your organization's operations and help you achieve more with less effort.

5 reasons to add automation to your quote-to-cash process

This article will explore five compelling reasons why adding automation to your quote-to-cash process is essential for your business's success.

5 Quoter features to surprise and delight existing MSP customers

For managed service providers (MSPs), focusing on existing clients can lead to increased customer satisfaction, higher retention rates, and, ultimately, revenue growth.

Automation for quote-to-cash: benefits & examples

In this article, we will explore the benefits and examples of automation for quote-to-cash Quoter has to offer so you can optimize your sales cycle and maximize your ROI. 

One-person show? You can still have a lightning-fast quote-to-cash process with Quoter

See how Quoter helps one-person shows improve their quote-to-cash cycles and keep doing business the way they like best.

Crafting The Perfect Quote: How to Secure First-Version Approval From Your Prospects

Welcome to our guide on crafting the perfect quote and securing first-version approval from your prospects.

Preparing For Sale? How To Build A Quote-to-Cash Process That You Can Walk Away From

In this article, we will explore the benefits of a fully integrated quote-to-cash process for prepping your business for sale.

Top Integrations Used To Speed Up Your Quote-to-Cash Workflow

Let's look at five tech stack integrations to speed up your quote-to-cash cycle.

New to the MSP Game? Here’s Your Must-Have Sales Ops Tech Stack

In this article, we'll explore the must-have sales ops tech stack for MSPs, breaking it down into different sections to comprehensively understand each component.

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...

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 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...

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...

Integration Update: Post Quotes as one Revision to ConnectWise

Previously, when a Quote Revision was generated in Socket it would in turn create a new Opportunity in ConnectWise. This resulted in needing to manually delete the old Opportunities in...

New Feature: HubSpot Deal Lookup

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