Time is money. The person creating the quote should not be spending 30 minutes on a quote that could be done in 5 minutes. A common breakthrough we see with partners switching to Quoter.
🕰️ = 💰
#quoter#scalepad#msp#quotingsoftware#quotetocash
Last month, as part of our larger Quote Editor enhancement project, we released the ability to have Bundles within single-select item groups. This month, we’re taking flexibility with Bundles even further, supporting Bundles in our single-select Sections.
A Section is a group of Line Items on a Quote. With this month’s update, Bundles can be included within 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.
No, this isn’t a trick. We’re treating your MSP with a simpler way to sell compliance. 🎓 Take the next step in cybersecurity compliance with our Compliance Boot Camp: https://t.co/I2qwY4MfrM #Compliance#Cybersecurity
We spoke with Brian Largent from ArcLight Group to hear his story and learn how Quoter has impacted his business.
The full video will be uploaded later this week!
_
#msp#quotingsoftware#quoter#scalepad
Here's a quick clip showing an important part of our quote web view. This template has features including single select, bundles, optional items and more.
It's here - the Quoter September Product Update! 🍂
Highlights include:
- Bundles can now be added to Single Select item groups
- New drag and drop interface in the quote editor
- Halo Opportunity ID added
- Improved merge token formatting
A lot more scheduled for October!
🧵 Full release notes and blog post below
Looking for a tour of the best quoting software in the industry?
We've got four Account Executives on standby with extensive product knowledge of Quoter. Join a 30 minute session and challenge us with your biggest quote-to-cash questions.
https://t.co/KBBMmwBrn9
#msp #quotetocash #quotingsoftware #b2bsales #quoter #scalepad
This is a must-read for those looking to dive into the future of Governance, Risk Management, and Compliance (GRC) along with additional insights on how small businesses tackle cybercrime. ⚔️
Check it out in @Independent ➡️ https://t.co/I131lOHF28
#Compliance#Security
CRN Exclusive: @GoScalePad Founder and Executive Chairman Chris Day is assuming responsibilities as CEO as the developer of asset lifecycle, business intelligence, security and compliance, and data protection technologies readies for its next chapter.
https://t.co/vQczfkU4rB
📣 Quoter Product Update for August 2024
This month, we had the opportunity to connect with Mendy Green from @mspgeek_ , who walked through some of the nuances of improving our Quoter + @HaloPSA_ integration with us.
We appreciate everyone in the Channel who brings us feedback; you’re not only driving your own business but also taking the time to work with us to improve Quoter so that everyone in the community can benefit.
Jump to:
0:00 - Introduction
0:56 - WYSIWIG Editor Improvements
2:01 - New Manager Approval Policy Rule
2:26 - HaloPSA Integration Update
3:25 - Amazon Integration Update
Read the update:
https://t.co/3aedrV08LE
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#quoter #scalepad #quotingsoftware #productupdate #msp #halopsa #amazon
Need another reason to get excited for #ChannelCon? Don't miss this panel with Luis Giraldo of @GoScalePad on how to choose the right vendor.
Register for ChannelCon here: https://t.co/TQjPrM3NXS
#CompTIACommunity
We are thrilled to announce several powerful new enhancements to our Quoter and @HaloPSA_ integration. These updates bring improved security, expanded functionality, and greater efficiency to your workflow. Here’s an overview of the new features and how they benefit our mutual Quoter and Halo partners.
#HaloPSA #Quoter @ScalePad #PSA
☀️ Quoter Product Update: July 2024
0:00 - Introduction
0:50 - Multi-Stage Approvals
4:13 - HaloPSA Integration Improvements
8:00 - Upcoming developments
This is your monthly behind-the-scenes look at what Quoter’s development team is up to. Learn about recent product release challenges, wins, and Partner impact.
Watch all of our videos on YouTube:
https://t.co/zGyudVmLoC
Blog post:
https://t.co/zVyCfivqxW
In today’s fast-paced business environment, having a streamlined and efficient approval process for quotes can significantly impact your organization’s productivity and success.
Our new Manager Approvals enhancement introduces multi-stage approvals, offering a robust solution to ensure your quotes are thoroughly vetted and approved according to your specific organizational needs.
https://t.co/tMjTuj9Qh0