Quoter Product Update: July 2024

Read what’s new for Quoter in July 2024! We’ve added tons of functionality to our Halo PSA integration and updates to Manager Approvals.

New Pricing Modifiers: Markup and Margin Calculations, Bulk Update Controls

Quoter has introduced a valuable enhancement that empowers users to calculate a line item's unit price using either a markup calculation or a margin calculation.

How to introduce your customers to automated payment for recurring services

Want to reduce admin tasks and give clients an effortless experience? It's time to consider automating payments for recurring services. 

MSPs: 9 clues it’s time to update your recurring service contracts

This article will explore ten clues that indicate it may be time to review and update your recurring service contracts.

How To Sell More Sponsorship Packages For Your Event or Conference with Quoter

Quoter makes it easy to send customizable sponsorship package quotes, reducing email back-and-forth by streamlining contract signing and payment.

Send Faster, More Accurate Quotes with Single Select from Quoter

Let's dive deeper into our powerful new feature which allows your customers to make a single selection via radio button.

3 Ways Quoter Can Help Your Sponsorship Packages Stand Out From Other Events & Conferences

Here are 3 ways you can use Quoter to deliver greater value to your sponsorship prospects, and, most importantly, close more deals. 

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. 

Quoter Product Update: Massive Multi-Feature Release

We have some exciting new features added to Quoter today! Improvements to our Product Cloud, Templates, Bundles and the highly requested Single Select functionality.

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.

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...

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...

Quoter now integrates with Ingram Micro Genesis

We’re excited to announce that Quoter now integrates with Ingram Micro Genesis to allow our Partners in Australia, Belgium, Luxembourg, and Netherlands to search Ingram Micro Genesis for real-time product...

Quoter now integrates with Ingram Micro Europe

We’re excited to announce that Quoter now integrates with Ingram Micro Europe for real-time product pricing and availability. We recently announced an integration with Tech Data Europe as well. How Quoter...

Quoter now integrates with Tech Data Europe

With a rapidly growing number of partners in the UK and other European countries, we've had many requests to add support for EU product distributors including Tech Data and Ingram...