Quoter Product Update: Optional Quantities

With editable quantities, each line item on a quote can be published editable. When your customer views a quote, they are able to modify the quantity of a given line item before accepting.

B2B Sales Automation Starts With How Your Business Quotes

B2B sales automation is becoming an industry standard. View our sample workflow illustration to see how Quoter optimizes different parts of the quoting process.

4 Ways B2B Sales Teams Collaborate Working Remote

How can owners at an MSP manage a remote sales team? How do you promote team building, effective communication, and measure productivity without micro-managing? 

Quoter Product Update: Taxes

Introducing County Tax! This new set of controls will allow your business to configure more specific, standardized tax settings that are then added to quotes and proposals.

Quoter celebrates 1,000 partner milestone with new brand

Quoter Software Inc., a modern, cloud-based sales quoting platform for technology service providers, is excited to announce it has launched a new brand identity.

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.

Feature Improvement: Percentage Based Pricing Update

When we introduced the concept of Subcategories, we maintained a simple calculation for percentage based items - their pricing would be dependent solely upon the category (or subcategory) selected.

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.

Feature Improvement: Product Cloud

We received a lot of feedback from our partners that they were finding it limiting to only have the option to search our supported Distributors by Manufacturer Part Number.

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...

Dicker Data Resellers: Quoter now integrates with Dicker Data

We’re excited to announce that Quoter now integrates with Dicker Data! When creating a Quote, you can search Dicker Data for product pricing and availability.

Integration Update: QuickBooks Online Improvements

We have released the following improvements to our QuickBooks Online Integration: With our Quickbooks Online integration, we now allow you to map the Quoter Item Categories to QBO Revenue Categories ...

Feature Update: Email Tracking Improvements

We're excited to release an update to our Email Tracking feature that will allow you see the Email Content (subject, body and attachments (if applicable)) of the email that was...

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...

Integration Update: Pipedrive Deal Amount Selector

With our Pipedrive integration, you can now select whether to use the Quoter upfront or recurring amount as the Pipedrive Deal amount:     Happy Quoting!

Integration Update: HubSpot Deal Amount Selector

With our HubSpot integration, you can now select whether to use the Quoter upfront or recurring amount as the HubSpot Deal amount: Happy Quoting!

Quoter Update: New Login Page Design

We're excited to release a refreshed login page design for an improved user experience when signing into Quoter:   Happy Quoting!  

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...