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Dive into common business challenges that companies face when creating quotes and proposals

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Are You Losing Valuable Time Processing Routine Customer Re-orders?

July 22
19 MIN

Processing customer re-orders requests is not a front line sales activity, yet it takes so much time away from your day. It can be so time consuming with the time it takes to create the order, process the order, and the phone calls and emails in-between. Or maybe you have a promotion you want to share with your customers, but don't want to create a specialized individual dedicated quote for each customer.

We focus specifically on the QuoteValet Shopping Cart to solve these problems.

Pain Points

Do your customers purchase the same items over and over? Does it take a lot of time to process re-orders? Do you have a special promotion that you want to share with your customers, but you don't have the time to create a quote for each company?


The QuoteValet Shopping Cart feature enables you to create online order forms for customers. You can create single or multiple order forms that can be used to automate customer re-orders or receive paid orders from a promotional email blast

Spending too much time sourcing items from vendors?

July 8
22 MIN

Vendor sourcing can be challenging. Sales teams have to search multiple vendor sites to compare pricing, then check stock from each vendor, and finally having to manually re-type that item and vendor information into the quote, while also have the awareness the customer is going to price-check every item. It's more important than ever for your team to offer the best solution for your customer the first time.

We focus specifically on the Real-time Module and Product Content Subscription (powered by Etilize) to solve these problems.

Pain Points

Do you spend hours going to multiple different websites to source products and prices from vendors? Do your customers find better prices online? Are items you quoted out of stock from your vendor and you have to re-source the items? Do you find yourself re-typing product information onto your quote?


With distributor and vendor integrations, the QuoteWerks Real-time Module and Product Content Subscription will make it easier for you to search for in-stock items at the best price. Compare prices against consumer websites, retrieve customer friendly descriptions, product pictures, spec sheets and more with a click of a button!

Obtaining Signed Agreements from Customers Taking Too Long?

June 24
31 MIN

From your proposal getting stuck in SPAM, customers wanting changes in the document, waiting for the customer to print, sign and scan the document back, obtaining signatures can be difficult.

We will focus specifically on QuoteValet to solve these problems.

Pain Points

Do you ever wonder if your customers have received your quote? Are you worried it might have been caught in SPAM? Does your customer simply want changes made, but it takes time to revise and email it back to your customer? Does it take a long time for your customer to print, sign, scan and email your agreement back to you?


Feel confident that your document has been delivered and viewed by your customer with QuoteValet. Create an easy way for your customer to view, revise, ask questions, add documents, accept and make payment to move forward with your agreement.

Sending Quotes & Proposals Full of Errors?

June 10
30 MIN

From sales reps sending quotes with mistakes, sending quotes without management approval, margins too low, or missed items, sending quotes can be difficult.

We focus specifically on on Peer Reviews and Document Approvals to solve these problems.

Pain Points

Do your sales reps send error-filled quotes without management approval? Are you sending quotes with too low margin or incorrect pricing? Do you need more eyes on the document before you send it out?


Reduce errors and misquotes with Peer Reviews and Document Approvals. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce mistakes.

Trouble Finding and Managing Your Quotes and Proposals?

May 27
24 MIN

From sales rep saving documents in different locations, employees leaving, finding old quotes, and knowing which version of a quote you sent to your customer, managing documents can be difficult.

We focus specifically on finding documents through the Open Window and Document Revisions.

Pain Points

Do you find yourself searching all over the place for quotes and proposals you sent out? Did a sales rep leave and you have no idea what quote he/she sent to your customer? Are you trying to find ways to see what quotes are still active and which ones expired? Did you revise a quote, but forgot to save the original document information?


Find all of your documents in one central location. Easily find your documents with the Open Window and filter by date, sales reps, active quotes, document type, and much more. Easily make multiple revisions of a quote all while saving the original document information.

Chasing Customers for Payment

May 13
19 MIN

We discuss the challenges of collecting payments from customers once the quote or proposal has been accepted.

We focus specifically on how to automate your payment collections.

Pain Points

Are you tired of chasing your customers for payment once they have accepted the quote? Do your customers provide excuses for non-payments? Do you have trouble tracking when you actually receive a payment and what it is for?


Automate payment collections with or without human intervention! Learn how to send out automatic payment reminder emails, offer multiple payment options online, and allow your customers to choose how they want to pay!

Tired of Creating Similar Quotes Over and Over?

April 22
19 MIN

From creating the same quote repeatedly, starting from scratch or your sales reps don't know where to begin, quote creation can be time consuming.

We focus on how to utilize document templates to create quotes in a more streamlined and efficient way.

Pain Points

Do you find yourself creating the same quote over and over again? Your sales reps don't know where to begin, or you want a more standardized way to create quotes and proposals?


Use Document Templates to create quotes more efficiently!