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QuoteValet® — Modern Quote Delivery

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 (where spam filters strip it out), QuoteValet will create a personalized 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 customized quote page — keeping all communication together. Most importantly, they will be able to electronically accept and sign the quote!

You can then collect credit card payment from your customer that is directly deposited into your checking account. These payments are synchronized with QuickBooks.

Modern Quote Delivery... and more:

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. We support over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.


QuoteValet Web

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


QuoteValet Mobile

QuoteValet Mobile 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 QuoteValet Shopping Cart . Use them to automate customer re-orders or receive paid orders from a promotional email blast.

DELIVER, COLLABORATE, CLOSE with QuoteValet!

  • QuoteValet - Modern Quote Delivery
    QuoteValet is a more robust way to deliver quotes to your customers and prospects. Ever wonder what happens to your quote after you sent it? With QuoteValet, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign and pay electronically.

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.

View an enlarged screenshot of an interactive QuoteValet quote.
 

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 QuoteValet 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. Find out more about QuoteValet pricing.


To request more information, please email sales@quotewerks.com.

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

 

QuoteValert is the Online Acceptance and Payment Addon for QuoteWerks