
Autotask Product Bundle Support in Quoter
If your MSP “lives in PSA bundles,” quoting can quickly turn into a frustrating choice: rebuild bundles in a separate tool, or give up on a modern quoting experience to keep billing and contracts accurate.
Release notes, product improvements, integrations, and platform work from across ScalePad.
11 updates

If your MSP “lives in PSA bundles,” quoting can quickly turn into a frustrating choice: rebuild bundles in a separate tool, or give up on a modern quoting experience to keep billing and contracts accurate.

We’ve rolled out improvements to Quoter’s Quote Templates that make building and editing quotes faster and more intuitive.

Behind the scenes, the Quoter team has been working at improving our Reporting capabilities, and we’re ready to share our work with our Quoter Partners.

Creating accurate, consistent, and professional quotes just got a whole lot easier.

We’ve just Managed (see what I did there?) to roll out two improvements that tighten the handshake between Quoter and ConnectWisePSA, giving you cleaner opportunities, fewer manual edits, and rock-solid margin visibility.

Our all-new drag-and-drop Line Item Editor is ready for the world, and creating quotes in Quoter is about to get even easier and more intuitive. You now have the capability to:

We're excited to roll out three powerful enhancements in Quoter: two in our Quote List, and one to Quote Reminders.

As people of culture (or possibly aging Simpsons fans), I’m sure you are already aware that default is the two sweetest words in the English language.

We're making pushing quotes to integrations more flexible by including a per-status push toggle.

Want to skip the backstory and dive right into it? Reference documentation for v0.1.0 of the Quoter API is here: https://docs.quoter.com/api (note the updated URL). Quoter partners can generate API keys and jump right in.

The complexities of distributor supply chains can feel like a moving target when Quoting.