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Quoter

A space to ask questions, get answers, and engage surrounding Quoter.

  • 11 Topics
  • 6 Replies
11 Topics
Peter Martens
Rocketeer
Peter MartensRocketeer
posted in Quoter
Quoter and Ingram Micro users – move to new REST API by April 4, 2025

A Quoter user with Ingram Micro as one of their distributors shared this email they received: "Dear valued customer,As previously communicated, Ingram Micro’s legacy IM-XML integration solution is being decommissioned. You are receiving this communication as you are a current active user of this solution, interacting with us for price and availability, order status and/or ordering, and invoicing. The deadline to transition to an alternative option was December 31, 2024. As this deadline has passed, your connection via XML will be disabled on Friday, April 4, 2025.To avoid disruption to your business, we kindly urge you to review alternative options on Ingram Micro's Xvantage platform, which includes real-time API solutions (our alternative to XML). You can also check out our newest Integrations Hub for our native integrations or 3rd-party connectors into the most used CRMs, CPQs, and ERPs in the market.Thank you for your continued business and continuing to build our relationship throu

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Peter Martens
Rocketeer
Peter Martens
Rocketeer
Peter MartensRocketeer
posted in Quoter
Quoter Product Studio Q&A from Aug 12

We were able to get to several questions that you asked live, but weren’t able to answer all of them in the time we had available. Here are the outstanding questions that remained, and our best answers for you.If you asked these questions, or would like to clarify further, please drop a comment in below!  Quote Editor EnhancementsQ: Any plans on making the line item editor transferrable to quotes? It still sends a long list of items to the customer, which makes the quote very long and clunky and not as streamlined like it does on the backend. A: Yes, there are ways to make quotes more streamlined today. You can reduce line item space by removing or shortening descriptions, or by removing images from descriptions. You can also bundle items so only the bundle title is shown to the customer, hiding the individual line items. We’re also working on improvements to quote styling, and we’ll keep your feedback in mind as we make those updates. Q: Something like tabs, or an easier breakdown of

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Peter Martens
Rocketeer
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Clearchoicewins04New Member
asked in Quoter
Go High Level Intergration

Can anyone help me integrate Quoter with Go High Level?  I’m wanting to automate everytime I send a quote in Quoter it automatically creates an opportunity in Go High Level in a specific pipeline.

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Ash Welsh
Community Manager
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Clearchoicewins04New Member
asked in Quoter
Jotform integration

Can anyone help me integrate a jot form with quoter?  I’m wanting to automate when someone fills out my jot form to creat a quote in quoter with all the admin data in a blank template I created in quoter.

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Ash Welsh
Community Manager
Ash WelshCommunity Manager
posted in Quoter
🔥 Must-Have Quote Views for MSPs (And Why You’ll Thank Yourself Later)

Hey everyone 👋 We recently rolled out a brand new Quotes List interface, and it’s perfect for organizing your sales workflow like a pro. Here are 7 essential views we recommend MSPs build out first. Each one helps you save time, close faster, and stay laser-focused on what matters most: 💡 1. Sent Quotes — Expiring Soon 📅 Filter: Stage = Sent, Sort by Expiry Date (Asc), Show Column: Expiry DateCatch quotes before they expire and go cold. This one’s a lifesaver for closing deals in time. 💡 2. Draft Quotes 🎯 Filter: Stage = Draft, Filter by Owner/sGives sales managers an instant view of which reps need a nudge to get quotes finalized. 💡 3. Published but Not Sent 🚨 Filter: Stage = Published, Sort by Created Date (Desc), Show Column: Created DateAvoid dropping the ball. This shows every quote that’s ready but hasn’t been sent out yet. 💡 4. Expired Quotes — Recently Expired First 🔄 Filter: Stage = Expired, Sort by Expiry Date (Desc), Show Column: Expired DateRe-engage or reissue quo

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Ash Welsh
Community Manager
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LiamZenNew Member
posted in Quoter
Order fulfilment after quote acceptance - Ways to manage order processing

Hi folks, I am hoping to get some ideas around how other companies manage the order fulfilment process after a quote gets accepted on quoter. We are a small MSP and up until recently, the sales people managed ordering of any materials required for projects they quoted and were accepted in quoter. This worked relatively well, however it was an inefficient process. We now have the procurement process being carried out by someone in administration and it is working well so far. The way they are managing the process at the moment is a combination of using the procurement emails to get their pick list and using changing the status on quoter from accepted to Ordered/Fulfilled, as well as using the internal notes section to keep track of PO’s/order confirmation numbers/tracking links/etc. This is working relatively well at the moment, however, I forsee the challenge down the line that we add a 2nd person and eventually more to this role, it will become more difficult to manage orders efficien

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Andrea Ayala
Community Manager
Andrea AyalaCommunity Manager
published in Quoter
We want to hear from you - Share your Quoter Journey!News

 We're excited to launch our new Partner Advocacy Program and invite you to share your Quoter success story! We value your partnership and want to spotlight how Quoter has transformed your business through a genuine customer testimonial. As a thank you, we’re offering a $100 Gift Card from our selection for your participation. What we're asking of you:Before: Describe the challenges that your company faced before using Quoter. What issues or inefficiencies did you encounter? E.g. heavy manual steps, operational silos, bottlenecks, inaccurate pricing, slow turnaround times, complicated quotes.  After: Explain how Quoter has enhanced your MSPs operations — whether by providing professional, client-friendly, error-free quotes that are easy to approve and pay for, enhancing client experience, or getting paid faster through improved turnaround times, which increases revenue, and provides regulation through efficient adjustable templates. How will we use your testimonial?Your story will be f

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Andrea Ayala
Community Manager
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srumbergNew Member
posted in Quoter
Owner field mapping to QuickBooks

The owner of a Quote should be integrated into QuickBooks Online, mapped to QBO field Location

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Ash Welsh
Community Manager
Ash WelshCommunity Manager
posted in Quoter
Happy start to 2024!

We’ve hit the ground running in 2024 with a renewed focus on making Quoter’s native integrations work better for you! Several integration enhancements have already been deployed in 2024.Here’s what’s new:HubSpot Integration Enhancements One-time and Recurring Line Item Push Support to Quote Templates to Hubspot Pipelines📖 Knowledge base article Pipedrive Integration Enhancement Support to Quote Templates to Pipedrive Pipelines🎥 Feature demo 📖 Knowledge base article ConnectWise Integration Enhancement ConnectWise Product Inventory Lookup🎥 Feature demo 📖 Knowledge base article Let me know if you want any additional details, or to connect for a demo.Happy start to 2024!Ash

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Ash Welsh
Community Manager
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chickmanNew Member
posted in Quoter
Who does not use Quoter and why?

Curious as to who does not use Quoter and if they are utilizing another tool, what is it, and why? 

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Scott Bauer
Rocketeer
Scott BauerRocketeer
published in Quoter
How to elevate the quote-to-cash experience

In the competitive world of managed service providers (MSPs), ensuring an exceptional quote-to-cash experience is key to retaining existing clients. MSPs can elevate the overall client experience and nurture long-term relationships by:Streamlining the process, Providing personalized services  Maintaining transparencyIn this article, we will explore several strategies that MSPs can implement to enhance the quote-to-cash experience for their valuable clients.Integrate A User-Friendly Quoting Platform Provide Transparent Billing Information Offer Flexible Methods of Payment Regularly Review and Revise Processes Collect and Apply Client Feedback  Implement Personalized ProposalsOne way to enhance the quote-to-cash experience is by implementing personalized proposals. Instead of providing clients with generic quotes, take the time to understand their unique needs and tailor the proposal accordingly. This customized approach shows clients that you genuinely care about their business and are

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Scott Bauer
Rocketeer
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