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. It’s a great way to give your customers even more clarity when they’re … Read More

New Feature: Bundles

Bundles are here! 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. Now with our Bundles feature, you can easily set up multiple Items under … Read More

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 to come back to at a later time. We’re extremely excited … 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!

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 Category field(s) with the data returned by a Product Cloud … Read More

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!

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!

New Feature: Line Item Audit

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 Reporting included in our Pro and Enterprise plan or … Read More

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 quotes, either as a deposit amount or full payment. … Read More

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

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 pricing and availability. How Quoter integrates with Ingram Micro Genesis … Read More