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Know When Quotes are Viewed and Accepted

Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you've wondered if they have even looked at the proposal yet? With QuoteValet - You are notified the first time the customer looks at the quote and each additional time they look at it. Knowing this you can call the customer while they are looking at your proposal, the moment they are most interested in your proposal. You will get notified on all quote activity by email and through your QuoteValet Dashboard. Strike while the iron is hot!

Stop the Back and Forth

Reduced Errors

How often have you delivered a quote, only to have the prospect say "can you add option X and resend me the quote?". It adds a lot more work and delays the sales process. With QuoteValet, you can include all the options up front, letting the prospect choose the options they want, including quantities (You control which quantities the prospect is allowed to change), and the quote will automatically be recalculated. If the prospect increases the quantity of an item, the services associated with that item will also be adjusted accordingly.

Shorten the Quote-to-Cash Cycle with Electronic Signing

Increased Efficiency

Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then scan and email it back to you. You are asking a lot of your customer. Capture your customers' signature graphical or text based signature. Customers can view and accept your quotes from anywhere including their mobile devices.

Collect Credit Card / ACH Payments from Customers

With QuoteValet you can collect deposits, progress payments, balances or the full amount of the quote. You can even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchant Services, Authorize.net, ConnectBooster/BNG, and PayPal. Customers can also elect to pay by different lease options, or by entering in their ACH checking information into the QuoteValet Payment page.

Collaborate with Your Customer

Interactively refine the elements in your quote with your customer through QuoteValet's collaboration features using QuoteValet's integrated comment and synopsis features. All of your customers questions and your answers will be recorded on the quote keeping all communication together in one location that can be easily referenced at any time by both your salesrep and your customer. With the notification features, your entire team can be notified of these customer questions and salesrep responses.

Your Sales Rep gets a free assistant!

In QuoteValet, auto-reminders can be set to automatically remind a prospect that they have not viewed your quote and that it is still waiting for their review. When a quote is about to expire, QuoteValet can automatically notify your prospect that the quote is about to expire so they can view it and move forward. When a prospect views an expired quote, it automatically notifies the sales rep so they can reach out to them and send them an updated quote. You will even receive SMS text notifications on your phone when large quotes are accepted so you can give them special, immediate attention.

Keep Your Team in the Loop

When quotes are viewed, accepted, and when payment is made, QuoteValet keeps your entire team in the loop from salesreps to sales managers to accounting and operational teams to ensure no steps are forgotten ensuring a positve customer experience.

Approval and Peer Review

Managers can use QuoteValet to approve quotes before they are submitted to the customer while out of the office through their web browser or mobile phone. Peers can submit valuable 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.

Share Files with your Customer

Your customers can upload files to complete the sale! Upload POs, SOWs, artwork, photos, signed contracts, and much more directly from your QuoteValet documents! When files are uploaded you are notified by email, keeping you in the loop and keeping the ordering process moving along efficiently until completion. [Watch a Video]

Include Videos

YouTube videos are supported for QuoteValet documents and individual line items. Share single or multiple videos on a document to help explain the line items in the document, introduce new offerings, or simply provide more information about your company.