Quoter Product Update: August 2024

We appreciate everyone in the Channel who brings us feedback; you're not only driving your own business but also taking the time to work with us to improve.

Introducing Multi-Stage Approvals: A Game-Changer for Quoter Partners

Quoter's new Manager Approvals enhancement introduces multi-stage approvals, offering a robust solution to ensure your quotes are thoroughly vetted and approved according to your specific organizational needs.

Quote Like Speed Racer With These 5 Time-Saving Tips In Quoter

Speed wins in B2B sales. 50% of the time, the first to respond gets the sale. Let's look at some ways Quoter can help get you there faster.

Product Update: Customizable Quote Reminder Intervals

This update introduces customizable reminder intervals and account-level default settings, empowering you to tailor your follow-up strategy precisely to your business needs and customer behaviors.

10 Best Discovery Call Questions for Sponsorship Sales to Help You Create Winning Proposals

This initial conversation with a potential sponsor allows you to gather valuable information, build rapport, and ultimately create a winning proposal.

Introducing an Enhanced Quotes List to Streamline Quote Management

This update is not just about aesthetics; it's about making the quote management process more intuitive and efficient for users. Here's a look at the benefits and features of the new system.

What you lose when your sales quotes are inaccurate (and how to fix it)

Let's look at the impact of inaccurate quotes on your business and how to improve accuracy for quotes moving forward.

Quoter Product Update: February 2024

Quoter product updates for February 2024 include enhancements to its HaloPSA integration, and ConnectWise, HubSpot, and Pipedrive integration updates.

For MSPs: How to boost your company's image with 5 quick wins

Word-of-mouth referrals might get you the first meeting with a new prospect, but what about all the steps in the sales journey after that? 

3 New Year's Resolutions For Getting The Most Power Out of Quoter

Make 2024 the year you optimize your workflow, adopt a proactive revenue mindset, and boost your bottom line.

MSPs: How (and why) to nurture better relationships with your existing clients

This article explores the benefits of nurturing better client relationships, including boosting referrals and recurring revenue, and how to take action ASAP.

How to train remote staff into your new quote-to-cash process

This article will explore how to train your remote staff into a new or updated quote-to-cash process to ensure a seamless transition.

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.

How to use data to optimize your quote-to-cash process

This article will explore various ways to use data to optimize your quote-to-cash process and stay ahead of the competition.

Unlock revenue growth with 5 questions for existing MSP customers

Here's 5 essential questions to ask your existing MSP customers, not only strengthen your relationship but also drive revenue growth.

How to get your team involved in the quote-to-cash process

In this article, we will explore how you can get your team involved in the quote-to-cash process and ensure bottleneck-free operations from start to finish.

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.

Checklist: who's involved in your quote-to-cash process?

Let's look at the different individuals that might contribute to your quote-to-cash process and to build a dream team for quote-to-cash success.

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. 

3 Quoter Features to Help Reduce Back-And-Forth on Quotes

By including optional items, utilizing the Product Configurator, and integrating with CRM and PSA tools, you can streamline your quoting process, improve customer satisfaction, and focus on growing your business. 

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.

Points For Sustainability: All The Ways Quoter Is The Environmentally-Friendly Choice For Quoting

With digitally-based quoting from Quoter, you can eliminate the need for paper-based quotes, reducing waste and promoting a greener quoting process.

E-signatures: Speeding Up The Approval Process For Sponsorship Sales

Eliminate manual processes, harness the timing of customer intent, and enable on-the-go approvals with e-signatures for sponsorship sales.