Modern Quote Delivery™
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, specialised, 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 customised quote page — keeping all communication together. Most importantly, they will be able to electronically accept and sign the quote!
Deliver, Collaborate, Close with QuoteValet!
Know When Quotes are Viewed and Accepted
Ever wonder what happens to your quote after you sent it? 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? 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
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.
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.
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.
More Ways to Engage
QuoteValet is Template Driven and Customisable
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.