QuoteWerks & Quote Valet

Download a Quotewerks trial  here


Quotewerks is the market leading sales quotation and proposal solution with over 69,000 users in 101 countries, Quotewerks integrates with Act! and other CRM applications. 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, 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!

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-Screenshot-IE

 

  • 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

 

QuoteValet-Screenshot

  • 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

 

QuoteValet-Screenshot

  • 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
  • Get SMS message alerts when high value quotes are accepted
  • Automatically receive an email notification when your customer accepts the quote

 

Download a Quotewerks trial  here

x Shield Logo
This Site Is Protected By
The Shield →