Three New Enhancements to Improve Your Quoting Workflow
We're excited to roll out three powerful enhancements in Quoter: two in our Quote List, and one to Quote Reminders.
- Quote Reminders – removed hard-coded “Reminder” prefix text
- Quote List – included Last Sent Date for quotes that have already been published
- Quote List – added the ability to set customizable default views: Be proactive with clients, maintain quote visibility, and personalize your quoting process. ☑️✅✔️ Ash Welsh has kindly created this video walkthrough that we’ve added to YouTube, and it’s a great 6 mins on what’s been updated: Readers, let’s dive into what’s new.
1. Customizable Quote Reminders
We’ve upgraded the Quote Reminders feature to give you more control over the messaging sent to clients. Previously, reminder emails reused the subject and body from the original quote email, with a hardcoded “Reminder” prefix. This hardcoded prefix limited flexibility, especially for teams working in multiple languages or wanting different tones for follow-up messages. I’m reminded that the Dutch word for “reminder” is herinnering, for example, so now our Quoter partners in the Netherlands can set a follow-up herinnering with exact wording they want. You can too!
- Customize the complete subject line and body of Quote Reminders. No more hardcoded Reminder prefix!
- Use mail merge fields to personalize messages.
- Craft messages in any language or style to match your brand voice.
Quote Reminders can be configured to send relative to the quote’s sent date or expiry date. These reminders are only triggered if the quote is still open – meaning it hasn’t been accepted, expired, or marked as lost – ensuring your follow-ups are relevant and timely.
This enhancement ensures your quotes stay top-of-mind with clients while you maintain full control over communication. If you need any help, KB is here for you: https://help.quoter.com/hc/en-us/articles/32085771622811-Automated-Quote-Reminders
2. Improved Visibility with Accurate “Last Sent” Dates
Staying organized with versioned quotes just got easier. In the updated Quotes List, you’ll now see the last sent date even for quotes that are already in a published stage, but had been sent in a previous version.
Say you’ve sent a quote, made a minor change like extending the expiry date to keep it active, and republished it. The new version may not have been resent to the client, but the client might still act on the older vers…
- The last sent date from any previous version of a quote will now display in the Quotes List.
- You won't miss quotes that were previously sent, even if their latest version wasn’t re-sent.
- Filters like “sent this month” now work as expected across versions.
This gives you a clearer picture of your quoting activity and ensures that no quote falls through the cracks.
3. Set Default Views in the New Quotes List
Saving the best for last… you’ve had the ability to save filters and layouts in the new Quotes List, but now, you can take that a step further by setting a saved view as your default. See exactly what you want to see when you go back to the List without having to click a saved filter to bring it up – it’ll just be there for you.
- Save a filtered, sorted, and customized view of your quotes list.
- Set it as your default, so it loads automatically every time you access the list.
- Your default view includes:
- Any filters
- Custom columns
- Your preferred sort order
Want to change your default? You can easily swap views or reset to Quoter’s default (sorted by last modified, no filters) at any time.
This enhancement ensures that when you log in, you're seeing the most relevant data for your workflow, right from the start. Help Center is just a click away: https://help.quoter.com/hc/en-us/articles/32085662242843-New-Quotes-List.
Feedback Welcome
If you're already a Quoter partner, please share your thoughts here on our Community site, and let us know if and how these updates are working for you... or if you think we're a few cans short of a six pack on this update. Not quoting with Quoter yet? Speak to your ScalePad Partner Success Manager, or click to request a demo for your team. We’re continuing to add new enhancements we hope our partners will love.