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Quoter just released their May Product Update which includes recent product release updates, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager. 

 

Some highlights from this month’s release:

  • Refreshed Quotes List with Faster Quote Lookup: Our new Quotes List takes the same filtering and sorting functionality as before to a new level with a ultra-modern refreshed UI and the ability for Partners to save filtered views for quick at-a-glance access to the Quotes that require higher visibility. 
  • Inventory Check for Autotask PSA: Our latest Quoter + Autotask PSA integration enhancement gives you the ability to look up your stock or inventory when adding items to a Quote. Giving you a faster product lookup from a single pane of glass.

  • Contract Management, HaloPSA Integration Updates: We’ve added a delete function in Contract Management to remove draft and test templates along with improved fixes to the Quoter + HaloPSA integration. More to come on that shortly!

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