Quoter Product Update: July 2024

Quoter just released their July 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:

• Gain Greater Oversight with Multi-Stage Manager Approvals:  We’ve enhanced our existing Manager Approvals feature in Quoter by allowing more than one approver to be in the process and enabling constraints and rules to apply to the quote’s content. Stack and assign rules for quotes for multiple levels of approval to ensure nothing important to your process is missed.
• 7 New Quoter + HaloPSA Integration Updates:  This month, we released seven new updates to the integration to help our Partners who use HaloPSA save clicks while building quotes. 
  • Opportunity Creation in Quoter - now our Partners can have Halo Opportunities created automatically upon Quoter Quote creation. 
  • Supplier support, so products built in HaloPSA can be pulled over to a quote along with pricing, SKU, and cost details from an associated supplier. 
  • HaloPSA Lead Support
  • Sales Order (SO) Creation 
  • Purchase Order (PO) Capture and Push 
  • HaloPSA Authentication 
  • Quoter Quote PDF Push to Halo Opportunity