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.

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

Template Driven
	You can customize QuoteValet website templates so that QuoteValet can look like it is part of your own website.
Cross Browser Compatible
	QuoteValet works in all web browsers ensuring your customers have a smooth and pleasant experience.
Subscription Based
	Monthly subscription, billed monthly, no commitment required. Find out more about QuoteValet pricing.

The QuoteValet Subscription is available with QuoteWerks Version 4.6 and higher. The QuoteValet Subscription is an additional module and requires a current UMP.