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Want to skip the backstory and dive right into it? Reference documentation for v0.1.0 of the Quoter API is here: https://quotersoftware.github.io/docs/#quoter-api-reference. Quoter partners can generate API keys and jump right in.

Everyone else, read on!

Enhancing Automation in Quoter

Quoter has expanded its API capabilities by introducing new endpoints for Quote Templates and Quotes. These additions enhance integration options, streamline workflows, and improve quoting efficiency for businesses.

If you joined us for Ignition, it’s no secret that ScalePad is building deeper integrations between its own products. The Quoter API functionality here is a foundational first step towards bringing Quoter’s capabilities into Lifecycle Manager to create quotes from Initiatives, a win for users of both products. This full functionality is not there yet, but you can see what we’re building towards.

With that caveat in mind, let’s dive into the features, use cases, and current limitations of these Quoter API endpoints.


Quote Templates Endpoint

As the name suggests, the Quote Templates endpoint enables users to retrieve a list of existing quote templates. This feature provides a standardized foundation for creating quotes, ensuring consistency across the organization.

Key Endpoint

How It Can Be Used

The List Quote Templates endpoint is ideal for identifying and applying the right template for specific quotes. MSPs offering varied products or services can leverage this to ensure all quotes align with pre-approved formats and branding.

Limitations


Quotes Endpoints

The new Quotes endpoints provide tools for programmatically creating and retrieving quotes, making it easier to integrate Quoter with external systems and automate workflows.

Key Endpoints


Create Quote Endpoint

This is an early-stage piece that, as the name suggestions, creates draft quotes. Remember up at the outset when we mentioned this API was part of what we’re building out to create quotes from Lifecycle Manager Initiatives? Create Quotes is a key part of that first step. 

Looking for other creative ideas? Look no further:

How it Can Be Used

Limitations for Quote Creation

While the Create Quote endpoint introduces powerful automation capabilities, there are some significant initial limitations to be aware of:

  1. Draft Only: All quotes created via the API are saved as Draft Quotes.
  2. Line Items: Users can include line items in the POST payload, and these will be added to the draft quote. However, the API does not currently support automatically including line items associated with the supplied Quote Template.
  3. File Attachments and Custom Fields: File attachments and custom fields tied to a Quote Template will not be applied to the created quote.
  4. Ownership: Draft Quotes are created with the owner set as the user who generated the API key in Quoter.
  5. Access Restrictions: Links to created quotes will only work for authenticated Quoter users with Sales Manager or higher permissions.

How These Endpoints Can Be Used

The introduction of these endpoints allows MSPs to enhance their quoting processes in several ways:

Want to get started?

Keeping in mind that this is all early stage and functionality is limited, if you want to dive in, reference documentation for v0.1.0 of the Quoter API is here: https://quotersoftware.github.io/docs/#quoter-api-reference.

To get started using the API, everything you need is right in Quoter – all Quoter partners can generate API keys and jump right in.


The Road Ahead

These new endpoints mark a significant milestone in Quoter’s API development. While there are some current limitations, they lay the foundation for more robust features in the future. MSPs can begin leveraging these tools today to enhance automation and optimize their quoting workflows. ScalePad is going to use them to bring our product suite together to improve your workflows in our software too.

And speaking of the road ahead, while the Bill Gates / Nathan Myhrvold / Peter Rinearson book The Road Ahead is 30 years old now (wasn’t 1995 just 20 years ago? Can’t be 30, can it?), we should not be distracted from the fact that just three years later, in 1998, The Undertaker threw Mankind off Hell In A Cell, and plummeted 16 ft through an announcer’s table.

Stay tuned for updates as Quoter continues to evolve its API capabilities and unlocks even greater potential for integration and automation.

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.

New Enhancements

1. HaloPSA Authentication Using Client ID and Secret

What’s New?

Benefits:

How It Works:

2. HaloPSA Opportunity Creation

What’s New?

Benefits:

How It Works:

3. HaloPSA Lead Support 

Hot tip: Quoter is the only quoting solution integrated with Halo that provides this!

What’s New?

Benefits:

How It Works:

4. Sales Order (SO) Creation

What’s New?

Benefits:

How It Works:

5. Purchase Order (PO) Capture and Push

What’s New?

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How It Works:

6. Support for HaloPSA Suppliers

What’s New?

Benefits:

How It Works:

7. Quoter Quote PDF Push to Halo Opportunity

What’s New?

Benefits:

How It Works:

Conclusion

These new enhancements to the Quoter and HaloPSA integration are designed to provide a more secure, efficient, and streamlined experience. By leveraging these features, our mutual partners can enhance their operational workflows, reduce costs, and improve overall productivity.

We’re committed to continuously improving our integration to meet your needs. If you have any questions or need further assistance, feel free to reach out. Happy Quoting!

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