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QuoteValet - Online Quote Delivery and Acceptance

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!

DELIVER, COLLABORATE, CLOSE with QuoteValet!

Deliver
		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
Close
		Get customer signatures electronically - no more signing and faxing 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

QuoteValet is Template Driven and Customizable
		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. View an enlarged screenshot of an interactive QuoteValet quote.
Collect Credit Card Payments from your Customers
		QuoteValet enables you to collect deposits, progress payments, balances, and even export payments to QuickBooks. Use your payment gateway - payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and Google Checkout.
QuoteValet is Cross Browser Compatible
	QuoteValet works in all web browsers (including mobile devices) ensuring your customers have a smooth and pleasant experience.
Subscription Based
	QuoteValet is subscription based. Available in a monthly subscription - billed monthly, no commitment required, and also in a discounted Annual Subscription. Find out more about QuoteValet pricing.

To request more information, please email sales@quotewerks.comm.

The QuoteValet Subscription is available with QuoteWerks Version 4.7 and higher. The QuoteValet Subscription is an additional module and requires a current UMP.