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. 

Quoter Product Update: Massive Multi-Feature Release

We have some exciting new features added to Quoter today! Improvements to our Product Cloud, Templates, Bundles and the highly requested Single Select functionality.

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.

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...

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.

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.

Quoter Product Update: Product Cloud V2

For IT service providers that sell hardware, our product cloud uses the standardized product data feed by GfK Etilize allowing you to search products within Quoter. We're proud to offer this feature on all of our pricing plans and today,...

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.

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...