October 4, 2019
Once again AIM/R goes over the top with a fantastic conference. We enjoyed meeting the new faces and catching up with with the seasoned attendees. Thank you to those who stopped by our booth to discuss how ISQuote can help your business practices. We look forward to...
February 13, 2019
"What have you done for me lately?" Sound familiar? As a manufacturer's representative you are repeatedly tasked by your manufacturers to relay information in your market. Your mfg may want to know what projects you are focusing on, what products you are targeting a...
August 20, 2018
"The AIM/R Annual Conference is the signature event for the Association. It provides the opportunity to build a network of professional peers, stay current on industry trends, and gain the type of valuable knowledge that will strengthen your business and enhance your l...
June 20, 2018
It's Summertime!
It's hard to believe that the year is almost half over and summer solstice is here. Where did the time go? It's easy to fall into our day to day tasks and time just flies on by. However, sometimes we may forget how important and valuable those tasks...
December 13, 2017
As we approach 2018 many of your manufacturers will be making pricing changes. You can be proactive by reaching out to them now and request the new 2018 price sheets and get your ISQuote database updated.
If you are not familiar how to update your database please give...
August 9, 2017
Most reps tell us that job and quote follow up are very important to their agencies, yet many struggle to do so. Did you know that ISQuote gives you quick ways to record all job and quote information so follow up is easy!
Best Practice #1 - Record it.
Our suggestion is...
June 15, 2017
FYI - You can locate the new ISQuote 7.0 online documentation and help from any page within ISQuote. Simply click the the link: Help at the bottom of any ISQuote page. Take a look around, you may find some old and new features that may be valuable to you!
June 6, 2017
ISQuote was upgraded last night to version 7.0.
To see the latest version you may have to clear your browser cache. To clear your browser cache simply open your browser and click Ctrl + F5 or Shift + F5. (This works for most browsers.) You will know you have the lates...
May 31, 2017
If you are like most reps you probably have a number of items that have a net price. (A net price NOT based on discount or multiplier but a random number.)
ISQuote 7.0 gives you a nice Excel export file to help verify and maintain this pricing.
Navigate to Items > Filte...
May 16, 2017
Did you know that if you type the word IMPORTANT and a message into an item's note field, this important message will auto appear during quote entry?
There may be times when you want to display a message to the user when they enter an item on a quote line. If you follo...