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Quoter Product Update: October 2024

Get a monthly behind-the-scenes look at what Quoter’s development team is up to. Learn about recent product release challenges, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager. Includes teasers for next month’s releases!

2025 is shaping up to be an exciting year for Quoter’s Partners, as several significant enhancements to the platform are underway. Our development squads are in the thick of it, and we’re lucky to have our Roamers, as we call them (developers tasked with providing support where needed), to keep the momentum going on minor changes and fixes. I want to send a big shout-out to the Roamers for another successful month. Their hard work has given us a lot to share, so let’s get into it!

Leverage even more flexibility for customizable quotes

Last month, as part of our larger Quote Editor enhancement project, we released the ability to have Bundles within single-select item groups. This month, we’re taking flexibility with Bundles even further, supporting Bundles in our single-select Sections.

A Section is a group of Line Items on a Quote. With this month’s update, Bundles can be included within Sections.

This update allows you to package up hardware, software, or other services in Bundles and then provide those to the end customer within single-select Section options. It’s convenient for you and gives customers more flexibility to customize the deal.

Take advantage of improved continuity for Quoter + HaloPSA

Along with the great folks at HaloPSA, we continue to invest in our HaloPSA integration to make it seamless and high-value for our mutual Partners. Thanks to everyone who has provided feedback to help guide the direction!

This month, we released an update that populates our Quote Line Item description on the corresponding Notes field of the line item on the Halo Quote. When there’s a match to an existing product in Halo, we’re following the same logic and using Quoter’s Line Item description as the source of truth for what we’re populating in the notes field of the Halo Quote’s line item. This provides more robust continuity between the Quoter and Halo Quotes. We’re working hard to get complete parity between the two Quotes — stay tuned.

To ease initial setup of the integration, we’re now only showing the currency selection if you have multi-currency turned on in Halo.

Three more updates: We’re now setting the income and expense accounts on new Halo products we create on push when we create a new product based on the Halo product group. Previously we weren’t setting them on new products. This update should make things even easier on Halo’s accounting side. 

We’re also preventing the mapping of Quoter categories to Halo asset groups. This is more of a bug fix than a feature, but we hope it’ll benefit our Partners in avoiding errors when you’re mapping those groups in your integration settings.

Lastly, we are now attaching the Quote PDF to the Halo Quote and Opportunity so you can access it in both locations to see exactly how it looks on the Quoter side of things.

Quoter and Halo PSA Integration
Our Quoter + HaloPSA integration continues to expand to bring even greater efficiency to your workflow.

Streamline ACH payments with Quoter + QuickBooks Online integration.

For our Partners utilizing the Quoter + QuickBooks Online (QBO) integration, we’re now recognizing ACH (Automated Clearing House) settings in QBO, so when an invoice is generated from Quoter, you won’t have to go in and modify the invoice in QBO to allow ACH payments. Instead, it will be created with ACH as the default setting.

This saves our Partners an extra step on the invoicing side of the quote-to-cash process.

quoter integration quickbooks
For our Partners utilizing the Quoter + QBO integration, we’re now recognizing ACH settings in QBO.

Get better results from Person Search using Quoter + Kaseya BMS

For our Partners utilizing the Quoter + Kaseya BMS integration, we’ve improved person search for Organization lookup. If you’re looking up people by organization, you should notice better results for matching partial names to organizations.

kaseya bms integration quoter
With our latest update to the Quoter + Kaseya BMS integration, you’re going to see better results from the lookup tool when searching by name for people within an organization.

Have your zero-value unit prices recognized in quotes as zero

If you’ve ever imported zero-value line items using our CSV Line Item Import tool, you know that Quoter previously interpreted those as a null value. From there, you’d have to update those fields manually to reflect the zero-value.

Well, good news! CSV line item import tool now respects zeros on unit price, which means no more manual edits to those fields after the import is complete. We know this will save some valuable time for our Partners using our CSV Line Item Import tool.

Send quotes from your Android device with ease

The mobile experience for our Partners who view and send Quotes from their Android devices wasn’t quite up to par — the responsiveness wasn’t ideal, and the experience could be better. 

This month’s mobile optimization release solves those minor workflow challenges, so it’s much easier to review and send Quotes while you’re on the go with your Android device.

What would make your Quoter experience even better?

Let us know what would make Quoter the dreamiest, easiest, most-loved tool in your stack. Our development teams run on Partner feedback, and we can’t wait to hear from you. 


Email Quoter’s Product Board today to share your thoughts!

YTD Quoter Product Updates

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