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.

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.

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.

Quoter Product Update: May 2024

Here’s what’s new for Quoter in May 2024! A major Quotes List refresh, inventory look-up for Partners using Autotask, and tweaks to our HalosPSA integration.

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.

Feature Spotlight: Quote Opened Notification

Quoter's Quote Opened Notification feature is designed to put this crucial information at your fingertips, allowing for timely follow-ups that could be the difference between a deal won or lost.

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.

Supercharge Your Quote-to-Cash Process by Asking These 7 Customer Questions

In this post, we'll share seven questions you can ask your customers about your quote-to-cash process. From there, you can build the data you need to significantly improve the revenue side of your sales cycle. Your customers will notice, and...

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.

Sneaky ways task duplication in the quoting process slows you down

Those duplicate tasks, they're sneaky! Here's how to identify and eliminate duplicate tasks in your quoting process.

Looks matter: how professional sales proposals get you ahead of the competition

Professional quotes (standardized, branded, concise, beautiful) can be a game-changer to get ahead of the competition. 

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.

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. 

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...

5 ways Quoter helps MSPs retain clients while revising their service agreements

This article deep-dives into five ways Quoter can assist MSPs in retaining clients while revising their service agreements.

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

This article will explore practical strategies for teaching new staff members about your new quote-to-cash process.

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.

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.

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.

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.

5 common small business anxieties and how to lose them with Quoter

It's time for a good night's sleep. Tackle these common small business worries with pro tips from Quoter.

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.