Quoter allows me to create quotes customers understand and easily follow. The customers are able to quickly understand the MRC vs NRC line items and any special charges that are associated with them. And goodness is it nice having the line item details the customer can reference while they are reviewing the quote! And then the DocuSign approval process is so smooth and secure. Quoter is fantastic! Review collected by and hosted on G2.com.
Anything that can be done to make importing services/equipment for product catalog and also tying to current inventory, would be very helpful. Also, get me as much as you can on how Quoter can be used with APIs to Quoter and from Quoter. Review collected by and hosted on G2.com.
Thank you for the feedback Kevin - you may already be aware but we do offer a spreadsheet template to import services and/or products into Quoter. The downloadable template can be accessed within your account under: "Items" > "Import Items."
More information on our API can be found here:
https://quotersoftware.github.io/docs/#quoter-api-reference
https://help.quoter.com/en/articles/2796480-integrate-with-webhooks
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