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!
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.
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.
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.
The new Quotes endpoints provide tools for programmatically creating and retrieving quotes, making it easier to integrate Quoter with external systems and automate workflows.
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:
While the Create Quote endpoint introduces powerful automation capabilities, there are some significant initial limitations to be aware of:
The introduction of these endpoints allows MSPs to enhance their quoting processes in several ways:
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.
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.