Feature Spotlight: QuoteValet, Part I July, 8 2014

Car valets are something pretty special. They present you with choices, take your car (and you trust them with it), and then bring your car back to you, the customer, in one piece. Car valets save you bundles of time and energy simply by providing this service.

These facets of car valet service are why we chose the name QuoteValet for our subscription-based add-on product. We believe it truly complements QuoteWerks in a way that exemplifies the above description, as well a the words below:

  • Simplicity
  • Efficiency
  • Service
  • Sophistication

How does QuoteValet do this? Glad you asked.

The answer is so mind-blowing it will take two blog posts, so first (and ironically, if you want to be snarky about it) we'll cover Simplicity and Efficiency. Respectively, these traits are the Michelangelo and Leonardo to the Master Splinter that is QuoteValet.

Important note: If you have absolutely no idea what I'm talking about, please educate yourself, then come back and read the rest of this post.


A car valet service makes your parking experience a no-brainer that saves you a ton of time and stress, which is helpful when you live in an area full of tourists (coughORLANDOcough). Similarly, QuoteValet makes your quoting experience ridiculously easy.

First, it's an add-on to QuoteWerks — not an entirely new program to learn. It exists solely to make your quoting experience more seamless and less complex, not to add yet another layer to the quoting process (which is something that should NOT be taking up all or even a good chunk of your time).

Just blending in. Don't mind us.

QuoteValet is also all completely online. Your quotes are stored in the cloud, rendering access quick, easy, and updated in real time. There's no wondering about whether your customer has the latest version of a quote, or which items they want and don't want. No more playing e-mail tag (unless you like that sort of thing...in which case, you need a hobby, sir/ma'am).

You know you've got it goin' on when your instructions are literally one sentence long.


You know what's annoying? Wasting your time and your customers' time. Here's a short list of how the quoting process can make this annoyance a reality:

  1. E-mailing customers a list of options and waiting to hear back (or leaving a voicemail with these options and waiting to hear back, which is somehow way worse) before adding their final products and services to a quote.
  2. Asking customers to print out quotes, sign them, scan them, and THEN send them back to you.
  3. Calling up customers to take payment over the phone, or having to direct them to another site to pay for their quote.

I think you know where this is going already, but I'll say it anyway: Using QuoteValet ensures you avoid these unnecessary shenanigans.

You give customers options. Customers choose what they want. The end.

The same ideology applies to quote peer reviews and approvals, accepting quotes, receiving payments, and sending confirmations to your customer. Customers even sign quotes electronically:

Pen-and-paper signatures are so 1776. On a related note, if John Hancock had the internet, I think we'd also all have flying cars by now. "The Jetsons" gave me unrealistic expectations about transportation, which is a discussion for another time.

Everything is automated via QuoteValet. One place — zero stress.

Stay tuned for Part II, with a special appearance from The Shredder in clever-pun form. Meanwhile, I'll be over here thinking about how to make Raphael seem service-oriented or sophisticated.

About the Author:
Jen Juneau
Technical Writer


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