QuoteWerks

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.

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.
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.


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