QuoteValet Mobile is a mobile quoting solution for tablets and laptops. Right from your mobile device, you can create a quote for a customer onsite and email it to them while you are still at their location. Once submitted, your customer can accept the quote and even make payment right on your tablet. QuoteValet Mobile is included with your QuoteValet subscription at no additional charge.
QuoteValet MobileUse your iPad or HTML5 compatible tablet to create quotes while on the go.
Frequently Asked Questions
How much does QuoteValet Mobile cost?It's FREE - included with your current QuoteValet subscription at no additional charge.
Do I have to download or install anything to use QuoteValet Mobile?We designed QuoteValet Mobile to be completely browser based in the cloud. There is no need to download any apps from the iTunes Appstore for iPad users or Amazon / Google Appstores for Android devices.
Can I add products to my Mobile Quote?Yes! QuoteValet Mobile enables you to add ad hoc items on the fly as well as add products and services from other templates you have already uploaded to QuoteValet Mobile.
Can I make changes to my Mobile Quote?Yes! Once the Quote is submitted on your mobile device, you can open it in QuoteWerks, make modifications, and update it on QuoteValet.
Can I add notes to my Mobile Quote?Yes! The Introduction Notes for your client and Internal Notes (not seen by your client) are accessible for you to make notes about the quote.
Are there videos that show me how to use QuoteValet Mobile?Yes! We have a dedicated Playlist on our YouTube Channel for QuoteValet Mobile.
To request more information, please email firstname.lastname@example.org.