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 Category field(s) with the data returned by a Product Cloud search, or set a default Category/Subcategory used for all Items imported from distributors.
You can find this new setting in Settings > General > Product Cloud:
Happy Quoting!
Quoter Product Update: October 2024
Read on for Quoter's October 2024 Product Update, which includes enhancements to our HaloPSA integration, a mobile tweak for Android users, and more.
Quoter Product Update: September 2024
For the first time in Quoter Product Update history, we're sharing our work in progress in addition to items we've deployed this month. A few items are so close to being over the line that I can't wait to share!...
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.
Quoter Product Update: August 2024
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