Crafting The Perfect Quote: How to Secure First-Version Approval From Your Prospects
Welcome to our guide on crafting the perfect quote and securing first-version approval from your prospects.
Usability
New to the MSP Game? Here’s Your Must-Have Sales Ops Tech Stack
In this article, we'll explore the must-have sales ops tech stack for MSPs, breaking it down into different sections to comprehensively understand each component.
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 Update: Navigation Changes
Previously, when needing to manage your Items and Templates (formerly Quote Templates), you needed to first navigate to the Quotes tab before you could make the appropriate selection from the...