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 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.
- Know when quotes are viewed and accepted
- Collect credit card payments from customers
- QuoteValet Mobile
- Approval and peer review
- 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
- 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
- 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
- Template driven and customizable
- Cross browser compatible
