From XU Magazine, 
Online News

Quoter Product Update: May 2024

May 14, 2024

Get a monthly behind-the-scenes look at what Quoter’s development team is up to. Learn about recent product release challenges, wins, and Partner impact. Delivered straight from the source – Ash, Quoter’s Senior Product Manager. Includes teasers for next month’s releases!
This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:

In March, I hinted at a major enhancement to Quoter, which two development squads were working on together. It was the first time since adopting the Shape Up playbook last year that we’d tried squad collaboration on a project, and I’m excited to share that it was a success. The result? A new and improved Quotes List. More on that below!

This month, I want to give a special thanks to our Quality Assurance (QA) team. These folks are incredibly adaptable to our nonconventional software development approach, in which we don’t always know what we’re building in advance. Production is constantly evolving at Quoter to meet our Partners’ needs, and our QA team does a phenomenal job of moving tickets through our pipeline in a fast-paced environment — they’re collaborative, involved, and come to our meetings with great questions. Totally inspiring, QA.

Let’s look at Quoter’s product releases for May in more detail.

Refreshed Quotes List with Faster Quote Lookup

Our previous Quotes List interface was due for a rebuild, and early feedback suggests we’ve really hit the mark on this one.

The new Quotes List takes all the same functionality that we had before — filtering and sorting and traditional UI elements — but takes it to the next level with an ultra-modern refreshed UI and the ability for Partners to save filtered views for quick at-a-glance access to the Quotes that require higher visibility.

We’ve also broken down our core statuses into filters called Quote Stages for easier Quote-specific lookup. This has had a really positive early impact on Partners who are diving in and using this Stages feature on a regular basis to better manage their quote life cycle.

See the full list of enhancements in our Quotes List blog post. Additional functionality is coming soon, so stay tuned.

Quoter Partners who haven’t tried it out yet will be delighted to see that it’s entirely backward compatible with the previous Quotes List, so take it for a spin and let us know what you think!

Additional Reading: Quotes List Release Notes

Inventory Check for Autotask PSA

For our Partners who also use Autotask PSA, good news! Our latest Quoter + Autotask PSA integration enhancement gives you the ability to look up your stock or inventory when adding items to a Quote.

This gives you faster product lookup from a single pane of glass. No more toggling between platforms to complete a Quote.

We’ve previously opened up this functionality for Partners using our Quoter + ConnectWise Manage integration, so it’s great to now be offering this to a wider audience by including our Partners using Autotask PSA.  

Read More: Quoter + Autotask

quoter autotask psa integration
Our Autotask integration now supports checking Inventory when adding Products from Autotask to Quotes.

Contract Management, HaloPSA Integration Updates

Want to do some easy spring cleaning? We added a delete function in Contract Management to let you remove draft and test templates you don’t need anymore. It’s one more way we’re helping Partners stay organized and reduce the mental chaos of the day-to-day.

And finally, for those who’ve followed our HaloPSA integration journey, we’re happy to share that several small fixes to the Quoter + HaloPSA integration were released last month. There’s more underway to continue to improve its functionality for our Partners.

Read More: Quoter + HaloPSA

quoter contracts template delete
Keep your Contracts organized and up-to-date with the ability to delete templates.

Why leave it there?

To find out more about Quoter

Straight to your inbox

Subscribe to our newsletter for updates as they happen
We hate spam too. We NEVER sell our mailing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.