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QUOTEVALET®

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.




MODERN QUOTE DELIVERY™

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 company branded,
specilaized, quote delivery webpage to present the quote on quotevalet.com to
your customer.

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!




PAYMENT OPTIONS

You can then collect credit card payment from your customer that is directly
deposited into your checking account. These payments are synchronized with
QuickBooks.

By utilizing Payment Options, you can simplify how customers can pay you and
offer a variety of payment options.

To date, our customers have used our QuoteValet subscription to quote over 22
BILLION dollars, and close over 6 BILLION dollars worth of their products and
services.


DELIVER, COLLABORATE, CLOSE WITH QUOTEVALET!


KNOW WHEN QUOTES ARE VIEWED AND ACCEPTED

Ever wonder what happens to your quote after you sent it? How often has a
customer asked for a discount and you've wondered if they have even looked at
the proposal yet? With QuoteValet - You are notified the first time the customer
looks at the quote and each additional time they look at it. Knowing this you
can call the customer while they are looking at your proposal, the moment they
are most interested in your proposal. You will get notified on all quote
activity by email and through your QuoteValet Dashboard. Strike while the iron
is hot!


STOP THE BACK AND FORTH


REDUCED ERRORS

How often have you delivered a quote, only to have the prospect say "can you add
option X and resend me the quote?". It adds a lot more work and delays the sales
process. With QuoteValet, you can include all the options up front, letting the
prospect choose the options they want, including quantities (You control which
quantities the prospect is allowed to change), and the quote will automatically
be recalculated. If the prospect increases the quantity of an item, the services
associated with that item will also be adjusted accordingly.


SHORTEN THE QUOTE-TO-CASH CYCLE WITH ELECTRONIC SIGNING


INCREASED EFFICIENCY

Get customer signatures electronically - no more asking the customer to print
out the PDF, sign it, and then scan and email it back to you. You are asking a
lot of your customer. Capture your customers' signature graphical or text based
signature. Customers can view and accept your quotes from anywhere including
their mobile devices.


COLLECT CREDIT CARD / ACH PAYMENTS FROM CUSTOMERS

With QuoteValet you can collect deposits, progress payments, balances or the
full amount of the quote. You can even export payments to QuickBooks. We support
over 80 gateways including QuickBooks Merchant Services, Authorize.net,
ConnectBooster/BNG, and PayPal. Customers can also elect to pay by different
lease options, or by entering in their ACH checking information into the
QuoteValet Payment page.


COLLABORATE WITH YOUR CUSTOMER

Interactively refine the elements in your quote with your customer through
QuoteValet's collaboration features using QuoteValet's integrated comment and
synopsis features. All of your customers questions and your answers will be
recorded on the quote keeping all communication together in one location that
can be easily referenced at any time by both your salesrep and your customer.
With the notification features, your entire team can be notified of these
customer questions and salesrep responses.


YOUR SALES REP GETS A FREE ASSISTANT!

In QuoteValet, auto-reminders can be set to automatically remind a prospect that
they have not viewed your quote and that it is still waiting for their review.
When a quote is about to expire, QuoteValet can automatically notify your
prospect that the quote is about to expire so they can view it and move forward.
When a prospect views an expired quote, it automatically notifies the sales rep
so they can reach out to them and send them an updated quote. You will even
receive SMS text notifications on your phone when large quotes are accepted so
you can give them special, immediate attention.


KEEP YOUR TEAM IN THE LOOP

When quotes are viewed, accepted, and when payment is made, QuoteValet keeps
your entire team in the loop from salesreps to sales managers to accounting and
operational teams to ensure no steps are forgotten ensuring a positve customer
experience.


APPROVAL AND PEER REVIEW

Managers can use QuoteValet to approve quotes before they are submitted to the
customer while out of the office through their web browser or mobile phone.
Peers can submit valuable 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.


SHARE FILES WITH YOUR CUSTOMER

Your customers can upload files to complete the sale! Upload POs, SOWs, artwork,
photos, signed contracts, and much more directly from your QuoteValet documents!
When files are uploaded you are notified by email, keeping you in the loop and
keeping the ordering process moving along efficiently until completion. [Watch a
Video]


INCLUDE VIDEOS

YouTube videos are supported for QuoteValet documents and individual line items.
Share single or multiple videos on a document to help explain the line items in
the document, introduce new offerings, or simply provide more information about
your company. [Watch a Video]

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No credit card required.

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MORE WAYS TO ENGAGE


QUOTEVALET INSIGHT

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.

LEARN MORE


QUOTEVALET MOBILE

QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any
HTML5 compatible tablet or browser.

LEARN MORE


SHOPPING CART

With the QuoteValet Shopping Cart, build and use online order forms to automate
customer re-orders and receive paid orders from promotional e-mail blasts!

LEARN MORE


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.

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.

View an enlarged screenshot of an interactive QuoteValet quote.

View QuoteValet Pricing

QUOTEWERKS IS USED BY MOM-AND-POP SHOPS AND FORTUNE 500 COMPANIES ALIKE.

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Get started with QuoteWerks today
 
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   REASONS TO CHOOSE

 * Create Professional, Beautiful Quotes
 * Over 55 Seamless Integrations
 * Dashboards and Reporting
 * Gain Insight into your Sales Pipeline
 * Electronic Signature Quote Acceptance
 * Collect Credit Card and ACH Payments
 * Purchasing, Procurement, and Receiving


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