Quotevalet from Quotewerks

Modern Quote Delivery

If you use Quotewerks, you absolutely will love QuoteValet.  It is an online quote delivery system and is a powerful way to deliver quotes to your customers and prospects.

Instead of attaching a PDF file to the quote and emailing it to your customer, direct the customer to your personalized QuoteValet web page to present the quote.  You will immediately know when your customer has received the quote AND when they have viewed the quote and how often they review the quote.

The customer will be able to change quote options dynamically and ask  questions through the customized quote page — keeping all communication together. Once they like the quote then can electronically accept and sign the quote!

Credit card payments from your customer are directly deposited into your checking account. These payments are synchronized with Quickbooks as well.

Contact us today for more details or to see a demo of Quotevalet in action.

Know when Quotes are Viewed and Accepted

Know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment.

 

Approval and Peer Review

Supervisors can use QuoteValet to approve quotes while out of the office through their web browser.  Peers can submit peer review feedback while out of the office through their web browser.  In QuoteWerks, you can set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.

Collect Credit Card Payments from Customers

The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. It supports over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.

QuoteValet Web

Gain insight and have mobile access to your dashboard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC.

QuoteValet Mobile

The mobile component enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.

 

Shopping Cart

Create online order forms with the shopping cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.

Deliver

  • Know when your quotes are actually received and viewed
  • Avoid spam filters stripping out your proposal PDF attachments
  • Avoid email servers rejecting large PDF proposal attachments
  • Extend your company brand with a specialized quote delivery webpage

Collaborate

  • Interactively refine the elements in your quote with your customer through QuoteValet’s collaboration features
  • Customers can view the quote, select options, and ask questions
  • Your peers can review your quote offering valuable feedback
  • Managers can approve quotes before they are submitted to the customer

Close

  • Get customer signatures electronically – no more signing and faxing
  • Capture your customers’ signature graphical or text based signature
  • Customers can view and accept your quotes from their mobile devices
  • Receive SMS text notifications on your phone when large quotes are accepted!
  • Automatically receive an email notification when your customer accepts the quote

QuoteValet is Template Driven and Customizable

Extend your company brand and image. QuoteValet is a turn-key solution that enables you to be up in running within 3 minutes. You can also customize QuoteValet website templates so that QuoteValet can look like it is part of your own website.

A QuoteValet Quote can include both the interactive elements (like selecting options) on the web page and/or a PDF quote/proposal attachment.

If you prefer, the template can simply show a non-interactive image of each page in your PDF file allowing the customer to review and electronically sign.

QuoteValet is Cross Browser Compatible

QuoteValet works in all web browsers (including mobile devices) ensuring your customers have a smooth and pleasant experience.

The QuoteValet Dashboard

The Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The QuoteValet Dashboard is divided into the Inbox,Reporting, and Payments.

Subscription Based

QuoteValet is subscription based. Available in a monthly subscription – billed monthly, no commitment required, and also in a discounted Annual Subscription.

The QuoteValet Subscription is available with QuoteWerks Version 4.9 and higher. The QuoteValet Subscription is an additional module and requires a current maintenance program.

QuoteValet Mobile and QuoteValet Web are included free with your QuoteValet Subscription. This subscription can be used with all editions of QuoteWerks.

Prices are in USD.
License count is based on daily maximum number of unique users.
This is a monthly subscription.
Requires current maintenance plan during subscription.

QuoteValet discounted annual non-refundable subscriptions are also available.

QuoteValert is the Online Acceptance and Payment Addon for QuoteWerks