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.

New HubSpot Integration Feature: Enhanced Contact and Company Data Management in Quoter

This update is designed to make managing contacts, companies, and deals in HubSpot through Quoter more intuitive and seamless.

What are we listening to? Here's our MSP Podcast Roundup! [UPDATED FOR 2024]

The IT Services industry moves quickly, and listening to some industry-specific podcasts is an effective way to stay on top of the trends.

Thinking of Quoter as the Sales Ops role in your business

In this article, we share insight on what we believe is the biggest opportunity for service-based businesses to start thinking about how their sales process fits into their organization.

Quote Tracking for Better Win Rates in B2B Sales

Stop letting your sales Quotes fall through the cracks! Tracking Quote status and timing your follow-up can have immediate improvements on your closing rate.

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...

ScalePad Partner Event: Ignition 2023

Register today for our upcoming premier Partner event hosted by ScalePad on December 14th!

Product Update: Line Item Import is here!

Build quotes faster by importing Line Items from vendors or other sources.

Wilkins IT Solutions consolidated its sales process into one step with Quoter.

By harnessing Quoter’s integrations for PSA, distributors, e-signature, and online payments, even junior staff at Wilkins IT Solutions can prepare quotes in minutes.

Cross-sell & Upsell Opportunities to Maximize Customer LTV

If your B2B sales strategy doesn’t include cross-selling and upselling, you’re likely leaving thousands of dollars on the table. Even worse, you’re not helping your customers win.

Updated Quoter Conference Schedule 2023

We're back on the road this year and couldn't be more excited to sponsor these events. Please check back as we will update this post with more detailed information as we get closer to the event dates.

Quoter Product Update: Automated Quote Reminders

Sending the Quote does not mean your job is done! Depending on the complexity of what you're selling, it may require several touchpoints before closing the deal.

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. 

Officially Launched: The Quoter Partner Program

Earn passive income by sharing Quoter in your community. All approved Partners start by earning 20% of the transaction value from referred accounts during the first 12 months.

Top 6 CRM integrations to use with Quoter

Right where the sale takes place, Quoter can look up contact information to quickly populate a quote, then push the quote details into your CRM depending on status, or when it's updated.

Product Update: PSA Items on Templates and in Bundles

Quoter supports adding PSA Items directly to your Templates. If a Template includes a Line Item from either ConnectWise Manage or Autotask, Line Item details are pulled from the PSA in real-time when a Quote is created that uses...

For the month of December sign up to Quoter and get $250 USD to the Quoter Merch Store

Sign up to Quoter during the month of December and receive a $250 (USD) Gift Card that can be redeemed at shop.quoter.com.

Join us and automate your billing and quoting processes with Quoter + ConnectBooster

If you're new to Quoter and/or ConnectBooster, We invite you to attend our upcoming webinar and advance your business automation!

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 is attending IT Nation Connect: November 9-11 in Orlando, FL

The IT Nation Connect Conference is a 3-day event where industry leaders, technology vendors and channel partners come together to learn from each other.

Quoter Partner Store & Ambassador Program Announcement

Today, we are expanding this program to account for a wider range of digital advocacy. The interactions we have online can help others discover Quoter, learn about the problems we are solving and help business owners make an informed decision....

A Quoter Guide To Merge Fields

Using Merge Fields to customize your quotes, proposals and emails can add up to saving a ton of time while creating a highly personalized experience for your customer.

Tax Compliance Integration: Avalara

Today we are excited to announce a highly anticipated integration that will make sales tax much easier to manage.

Quoter Product Update: Quote Revisions V2

Quote and proposal revisions have been updated to improve the customer buying experience and sales tracking experience within Quoter.