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

We appreciate everyone in the Channel who brings us feedback; you're not only driving your own business but also taking the time to work with us to improve.

Introducing the Latest Enhancements to Quoter’s HaloPSA Integration

These updates bring improved security, expanded functionality, and greater efficiency to your workflow. Here’s an overview of the new features and how they benefit our mutual Quoter and Halo partners.

Quoter Product Update: June 2024

Read what’s new for Quoter in June 2024! We’ve added enhancements for customizing how you use Quoter to fit your unique sales process.

Quote Like Speed Racer With These 5 Time-Saving Tips In Quoter

Speed wins in B2B sales. 50% of the time, the first to respond gets the sale. Let's look at some ways Quoter can help get you there faster.

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.

Quoter Product Update: May 2024

Here’s what’s new for Quoter in May 2024! A major Quotes List refresh, inventory look-up for Partners using Autotask, and tweaks to our HalosPSA integration.

Product Update: Customizable Quote Reminder Intervals

This update introduces customizable reminder intervals and account-level default settings, empowering you to tailor your follow-up strategy precisely to your business needs and customer behaviors.

Introducing an Enhanced Quotes List to Streamline Quote Management

This update is not just about aesthetics; it's about making the quote management process more intuitive and efficient for users. Here's a look at the benefits and features of the new system.

Quoter Product Update: April 2024

Big updates to the Quoter platform for April 2024! These include Amazon product lookup, HaloPSA integration enhancements, and a new in-app editor.

Quoter Product Update: February 2024

Quoter product updates for February 2024 include enhancements to its HaloPSA integration, and ConnectWise, HubSpot, and Pipedrive integration updates.

How to use Quoter to build better relationships in B2B sales

What if you could proactively build relationships without adding more tasks to your list? With Quoter, you can. Let's look at 5 Quoter features to save time.

How to train new staff into your new quote-to-cash process

This article will explore practical strategies for teaching new staff members about your new quote-to-cash process.

ScalePad Acquires Quoter

ScalePad adds quote-to-cash and contract management to its market-leading platform for Managed Service Providers.

Preparing For Sale? How To Build A Quote-to-Cash Process That You Can Walk Away From

In this article, we will explore the benefits of a fully integrated quote-to-cash process for prepping your business for sale.

The Best CRMs For Your Sales Ops Tech Stack

In this article we'll look at the advantages of a CRM as part of your sales ops tech stack, and highlight 8 noteworthy solutions.

Send Faster, More Accurate Quotes with Single Select from Quoter

Let's dive deeper into our powerful new feature which allows your customers to make a single selection via radio button.

3 Ways Quoter Can Help Your Sponsorship Packages Stand Out From Other Events & Conferences

Here are 3 ways you can use Quoter to deliver greater value to your sponsorship prospects, and, most importantly, close more deals. 

5 Clues You’ve Found The Right Fit For Your B2B Sales Hire

A successful B2B salesperson needs to navigate complex buying processes, build strong relationships with key decision-makers, and effectively communicate the value proposition of your offerings.

5 Qualities That Could Make You an MSP Sales Legend

A keen analytical mindset and out-of-the-box thinking will set you apart in this competitive industry.

An MSP’s Guide to Networking and Building Relationships for B2B Sales

Let's explore some practical tips to enhance your networking and relationship-building strategies.