QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects.
Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalised web page to present the quote on quotevalet.com
The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.
Your customer will be able to change quote options dynamically and ask you questions through the customised quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote!
- 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
- 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
- Get customer signatures electronically - no more signing and faxing
- Customers can view and accept your quotes from their mobile devices
- Get SMS message alerts when high value quotes are accepted
- Automatically receive an email notification when your customer accepts the quote
QuoteValet website template are completley customisable so that the interface can look like it is part of you core website.
QuoteValet enables you to collect deposits, progress payments, balances, and even export payments to QuickBooks. Use your payment gateway - payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and Google Checkout.
Cross Browser & Mobile Device Compatible
QuoteValet is designed to support any web browser.
Subscription Based & Pricing
QuoteValet is a monthly subscription service which can be added to any existing QuoteWerks installation operating version 4.7 or above and with active update cover. Please contact us for pricing information.