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QuoteValet® — Modern Quote Delivery

  • QuoteValet - Modern Quote DeliveryTM
    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.
  • Payment Options
    Use Payment Options on your documents to easily collect payments from your customers through QuoteValet. By utilizing Payment Options you can simplify how customers can pay you and offer a variety of payment options.

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 company branded, specilaized, quote delivery webpage to present the quote on quotevalet.com to your customer.

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.

To date, our customers have used our QuoteValet subscription to quote over 22 BILLION dollars, and close over 6 BILLION dollars worth of their products and services.


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DELIVER, COLLABORATE, CLOSE with QuoteValet!

Know when Quotes are Viewed and Accepted

Ever wonder what happens to your quote after you sent it? With the QuoteValet subscription, instead of emailing a PDF of your quote, it creates an interactive web page (that can even include videos) where your customer can selection options, ask questions and even sign electronically. Best of all, you will get notified on all quote activity by email and through your QuoteValet Dashboard.

How often has a client asked for a discount and you've wondered if they have even looked at the proposal yet? Would you like to be able to pick up the phone and call the client while they are looking at your proposal? Striking while the iron is hot.

Stop the back and forth!

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 and the prospect can choose the options they want and the quote will automatically recalculate.

Shorten the Quote-to-Cash Cycle with Electronic Signing

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

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, ConnectBooster/BNG, and PayPal. Customers can also pay by entering in their checking information into the QuoteValet Payment page.


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.


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 can reach out to them and send them an updated quote. On top of it all, you will even receive SMS text notifications on your phone when large quotes are accepted so you can give them special, immediate attention. All of these automations reduce your sales reps workload while increasing their efficiency just like an assistant would.


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 notication features, your entire team can be notified of these customer questions and salesrep responses.


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.

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 enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.
With the QuoteValet Shopping Cart, build and use online order forms to automate customer re-orders and receive paid orders from promotional e-mail blasts!

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.

Subscription Based

QuoteValet is subscription based. Find out more about QuoteValet pricing.

QuoteValert is the Online Acceptance and Payment Addon for QuoteWerks