QuoteValet, an innovative add-on for QuoteWerks, revolutionises the quoting process by enabling online quote delivery, tracking, and acceptance. Say goodbye to static PDFs and lost emails—QuoteValet provides an interactive, cloud-based quoting experience that enhances customer engagement and speeds up sales cycles.
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!
Quotewerks Quotevalet
Extend your company brand and image. QuoteValet is a turn-key solution which can be added to any existing QuoteWerks installation. QuoteValet templates can be fully customised to suit your brand, looking like a part of your own website if desired.
A QuoteValet Quote can include both the quote as a web-page, with interactive elements like selectable options, and 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.
QuoteValet works in all web browsers, including mobile devices, ensuring that your customers will have a smooth and pleasant experience.
The Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab displays only new notifications, giving you the flexibility to see all important notifications in one place.
QuoteValet Reporting enables you to filter your pending quotes to easily see new opportunities and keep track of details. The QuoteValet document activity history is color coded to easily distinguish between customer and sales rep activities. Online Quote Presentation Videos
Vendor RFQ, a powerful feature within QuoteWerks, makes it easy to request pricing and availability from multiple vendors, ensuring you get the best deals for your customers. Say goodbye to time-consuming manual RFQs—automate and centralize your supplier communications for faster, more competitive quoting.
The Product Content Subscription powered by Etilize enhances QuoteWerks by providing up-to-date, detailed product information, helping sales teams create professional and accurate quotes effortlessly. Say goodbye to manual data entry—access rich product descriptions, images, and specifications directly within QuoteWerks.
The Excel Integration Module for QuoteWerks allows you to leverage your existing spreadsheet-based pricing tools by seamlessly transferring products and line-item details from your Excel configurator directly into your QuoteWerks CPQ documents. This advanced integration eliminates the need for manual data entry, ensuring a smooth and efficient quoting process.
QuoteWerks seamlessly integrates with leading CRM (Customer Relationship Management) and PSA (Professional Services Automation) platforms, ensuring a smooth flow of data between your sales, service, and support teams. Enhance productivity, improve customer relationships, and streamline quoting with powerful two-way integrations.
Stay ahead of renewals with Quintadena’s Automated Renewal Quoting Module for QuoteWerks! This powerful solution automatically generates renewal quotes for products and services, ensuring you never miss a renewal opportunity. By seamlessly pulling data from your CRM/PSA, or other contract management system, it creates accurate, ready-to-send quotes in QuoteWerks—eliminating manual effort and reducing errors.
The Alternate Currency Pricing module streamlines international sales by enabling spot (line-by-line) pricing in foreign currencies. This flexible solution allows users to apply foreign pricing instantly—without needing to add items to the product database—making it ideal for quick, on-the-fly quoting.
This is our most widely-used module, including:
This module allows you to have raw materials set up in your product database and to calculate the cost of building a bespoke item for your customer.
You build your item in the Estimator and transfer it as a group. A typical use of the Estimator would be for pricing a job in a sign-writing or large format digital print environment where costs depend upon area to be printed. Units can be entered and calculated in Imperial or Metric (and automatically converted to the desired system if necessary).
The Quintadena Part Invoicing for module allows an order to be converted to an invoice in stages, for the times when you dispatch an order in multiple parts with an invoice for each delivery. With easy-to-follow Red/Amber/Green highlighting on Not/Part/Fully invoiced items, and items can be selected individually or in bulk, by percentage or by specific quantities.
The QuickBooks Integration for QuoteWerks streamlines your workflow by seamlessly transferring quotes, orders, and invoices between QuoteWerks and QuickBooks. Eliminate double data entry, reduce errors, and improve efficiency by keeping your sales and accounting systems perfectly in sync.
The Xero Integration by Quintadena seamlessly links QuoteWerks with Xero, enabling smooth and efficient transfer of quotes, invoices, and customer data. Say goodbye to manual data entry and accounting errors—this integration ensures your sales and financial records stay perfectly aligned.
The Connect-It Sage 50 Integration seamlessly links QuoteWerks with Sage 50, streamlining the transfer of quotes, orders, and invoices between your sales and accounting systems. Eliminate manual data entry, reduce errors, and ensure accurate financial records with this powerful integration.
The Connect-It Sage 200 Integration seamlessly connects QuoteWerks with Sage 200, enabling efficient transfer of quotes, orders, and invoices. This powerful integration eliminates manual data entry, enhances accuracy, and ensures a smooth workflow between your sales and finance teams.
