Quoter just released their October Product Update which includes recent product release updates, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager.  Our team has been busy in October making the Quoter product better. 

Some highlights from this month’s release:

• Support for Bundles in our single-select Sections:

  • This update allows you to package up hardware, software, or other services in Bundles and then provide those to the end customer within single-select Section options. It’s convenient for you and gives customers more flexibility to customize the deal.

• Even more updates to our HaloPSA integration:

  • This month, we released an update that populates our Quote Line Item description on the corresponding Notes field of the line item on the Halo Quote. When there’s a match to an existing product in Halo, we’re following the same logic and using Quoter’s Line Item description as the source of truth for what we’re populating in the notes field of the Halo Quote’s line item. This provides more robust continuity between the Quoter and Halo Quotes. We’re working hard to get complete parity between the two Quotes — stay tuned.
  • We’re now setting the income and expense accounts on new Halo products we create on push when we create a new product based on the Halo product group.
  • We are now attaching the Quote PDF to the Halo Quote and Opportunity so you can access it in both locations to see exactly how it looks on the Quoter side of things.

• Streamline ACH payments with Quoter + QuickBooks Online integration:

  • For our Partners utilizing the Quoter + QuickBooks Online (QBO) integration, we’re now recognizing ACH (Automated Clearing House) settings in QBO, so when an invoice is generated from Quoter, you won’t have to go in and modify the invoice in QBO to allow ACH payments. Instead, it will be created with ACH as the default setting.

• Have your zero-value unit prices recognized in quotes as zero:

  •  CSV line item import tool now respects zeros on unit price, which means no more manual edits to those fields after the import is complete. We know this will save some valuable time for our Partners using our CSV Line Item Import tool.

• Send quotes from your Android device with ease:

  • The mobile experience for our Partners who view and send Quotes from their Android devices wasn’t quite up to par — the responsiveness wasn’t ideal, and the experience could be better.

  • This month’s mobile optimization release solves those minor workflow challenges, so it’s much easier to review and send Quotes while you’re on the go with your Android device.