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Quoter just released their August 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:

  • Moving from CKEditor to Froala as the base of our WYSIWYG editor, which will help improve the usability and functionality of image formatting, pasting content from different sources such as Word or Google Docs, and delivering more flexibility for handling page breaks for PDF generation.
  • We’re now pushing a range of additional fields for our Quoter + HaloPSA users, particularly for products, to help minimize repeat data entry and human error for the records in your HaloPSA account.
  • You can add a rule to require manager approval of new ad hoc line items or bundles. It’s just one more way to ensure quote oversight when delegating the process to other team members. 
  • For Amazon Business account holders (it’s free if you’re not one!), your procurement or ordering process just got an upgrade in speed and convenience.  Via our Quoter + Amazon integration, we now push the ASIN (Amazon’s unique identifier), to Quoter’s Procurement Pick List. With your quotes referencing ASIN numbers, you’ll have a much easier time identifying those products in your Amazon Business account for procurement. 

 

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