Resellers or Multi-Tenant Support allow your third-party agents or resellers to use Quoter to create Quotes with their own branding. Resellers can be given limited access so they can only see Quotes from their own contacts.
There are many advantages to utilizing our Resellers/Multi-Tenant Support, allowing you to:
Standardize sales processes across different resellers/sites
Separate product catalogs for different resellers/sites
Have complete control over all users, permissions, templates, items, and custom fields even in reseller/site sub-accounts
Create quotes on behalf of resellers/brands
Leverage overarching webhooks to access all data across all resellers/brands.
Bring Quoter into your app via an iframe so that resellers/brands have a single pane of glass for everything they need
Each Reseller can be configured to their own:
Reseller/brand-specific quote branding
Reseller/brand-specific payment gateway integrations
Reseller/brand-specific CRM, PSA, and other integrations
Reseller/brand-specific manager approval rules
Prerequisite
Resellers or Multi-Tenant Support is available on our Enterprise plan
Setup Instructions
Create a Reseller (provided you have appropriate permission level) by navigating to Account > Resellers > +New Reseller or click on Create your first Reseller as seen in the screenshot below:
You'll then be presented with the following screen to add the Reseller Name, Address, and Contact Information:
When adding Resellers, you can choose to associate both Item Groups and Template Groups (more information) to each of your respective Resellers to define which Items and Quote Templates they'll have access to as shown below:
The next step will be to add a User (Reseller Users are limited to either a Sales Person, Sales Manager or Reseller Admin) to the Account by selecting the "Add a new user" as seen in the below screenshots:
Please Note:
The Resellers/Multi-Tenant Support is only available on our Enterprise plan. Should you require this feature, please contact sales@quoter.com to talk about upgrading your account.