QuoteValet For 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, 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!
- 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
…Template Driven and Customizable
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.
…Cross Browser Compatible
QuoteValet works in all web browsers, including mobile devices, ensuring that your customers will have a smooth and pleasant experience.