Quoter

Currently the Approval Process is pretty limited, you can only assign one person to a single approval policy. We utilize different templates, for example, I want all project work to be approved by our Project Team, for small items, I want that to be approved by a Manager, for MSA, I want that to be approved by someone else.Also, adding in layer approvals. If Margins fall below say 20%, it gets approved by a Manager, if it falls below 10%, it needs to get approved by an Executive. Or even if discounts are applied, it should be approved by specific person.Just having the options creates some flexibility. 

As of 4pm PST, on 10-17-2025, our whole company can not login to quoter.I see scheduled maintenance is scheduled to begin at 8pm eastern time - but I am guessing your team jumped the gun and interrupted with our workday..We get a webpage with the below info: This XML file does not appear to have any style information associated with it. The document tree is shown below.<Error><Code>AccessDenied</Code><Message>Access Denied</Message></Error>

I am working on creating content blocks. This is a small ask, but I was wondering if you could make the 'Add Content Block' area larger so that we can see the whole name of the content blocks? I have a screenshot to show what I am asking, because I don't know if this is making the most sense :)  

adding/using line items with different/all frequencies on one template/quote

Since Quoter email tracking only works when sending directly from Quoter (not when using the public link with Halo), is there any workaround?This defeats the purpose of integration when dealing with the helpdesk: if an opp. ticket is open and a quote is sent from quoter, the help desk has no visibility. They’d need Quoter access (which they don’t and won’t have), and the client ends up with a separate email chain. Once the client replies, that conversation is no longer tied to the ticket. The Sales and helpdesk teams will not have the data in sync. Ideally, all quote activity and communication should stay in Halo — even just an email alert confirming the quote was opened would help. We can then keep all ticket history inside off Halo.  

Do we have a dark mode implemented in Quoter yet? 

Presently the quotes sent from quoter are all sent from the quoter.com domain name.Obviously when we send a quote to a customer, they anticipate it to come from our domain name.Please advise when we will be able to use a custom domain name, and send quotes from our domain name.

Is it possible to select specific items to drop ship to a client site?

I cannot access my system this morning.  Login to scalepad main page successful.  Click on Quoter icon from main page.-No quoter access…-You don't have access to Quoter.If you need access, your Quoter account administrator will be able to grant you access within Quoter under Account > Users > Grant Access.

We’ve had some members depart so are doing account cleanup.  Wondering what is the recommended process.Have validated with our test environment. In Quoter, if a user has people assigned, are prompted to reassign the people to someone else and then the user is deleted.  Any quotes they owned are still there but there is no longer an identified owner for the quote and can’t see who performed the activity, impacting the audit trail.Tried the alternative of updating user credentials in Scalepad Hub, adding a prefix to the name and email.  The email doesn’t update because it’s waiting for a validation from the new email.  Do see the updated name in Quoter and the audit trail appears retained.  Of course this impacts other apps associated with the Scalepad Hub user.

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

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.

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.

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

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

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

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

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

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