Quoter Product Update: Procurement Pick List
If you're a Managed Service Provider selling hardware, listen up! We just shipped a feature to help with procurement.
Quoter Product Update: Procurement Pick List
If you're a Managed Service Provider selling hardware, listen up! We just shipped a feature to help with procurement.
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.
New Feature: Quote Sections
After many requests, we've finally released our quote sections feature! Now you can organize your quotes by breaking them up into individual sections with their own subtotals.
New Feature: Bundles
We've had a lot of requests from partners to be able to set fixed-quantity bundles for packages that require a specific number of components.
New Feature: Draft Quotes
We received a lot of feedback from our partners that they were finding it limiting to not have the ability to save a quote during the quote create process.
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.
New Feature: Default Product Cloud Category/Subcategory
To provide more control over your Item Categories within Quoter, we have added a new setting for our Product Cloud feature. It allows you to choose to continue populating the...
New Feature: Per-Template Quote Display Settings
We now allow per-template customization of the Pricing Table display settings: These settings will take priority over the account level Pricing Table display settings. Happy Quoting! Quoter optimizes the sales process for technology service...
New Feature: Accept Quote Button Customization
We now allow you to customize the background and font colour of the “Accept Quote” button as shown on the Quote: Happy Quoting! Quoter optimizes the sales process for technology service providers, allowing...
New Feature: Line Item Audit Report
We have released a new Audit feature for our Items Report that will provide a breakdown for each Line Item on a per Quote basis: This feature requires access to our...
Quoter now integrates with ConnectBooster
We’re excited to announce that Quoter now integrates with ConnectBooster. ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for...
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...
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