QuoteValet - The great new way to deliver and share your quotes
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks, the marketing leading sales quoting and proposal software used by over 58,000 users in 101 countries!
QuoteValet offers a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file of 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!
Quote Delivery
Collaborate
Getting the Order
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.
Here's a screenshot of an interactive QuoteValet quote.
QuoteValet offers a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file of 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!
Quote Delivery
- 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
Collaborate
- 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
Getting the Order
- 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
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.
Here's a screenshot of an interactive QuoteValet 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!
