QuoteValet Mobile is a mobile quoting solution for tablets and laptops. Right from your mobile device, you can create a quote for a customer onsite and email it to them while you are still at their location. Once submitted, your customer can accept the quote and even make payment right on your tablet. QuoteValet Mobile is included with your QuoteValet subscription at no additional charge.
QuoteValet Mobile requires little to no setup
QuoteValet Mobile is an extension of QuoteWerks. You use your QuoteWerks login credentials for
QuoteValet Mobile and simply check a box in QuoteWerks to make a template available on QuoteValet Mobile
QuoteValet Mobile is particularly useful for quick, small orders
Once created, the QuoteValet engine takes over, allowing your customer to choose options that you provide, electronically sign, and pay by credit card
As changes are made to a quote created on QuoteValet Mobile, the PDF counterpart is automatically regenerated with the updated selections
Documents Tab on QuoteValet Mobile provides you with an instant overview of your mobile quotes
With Electronic finger signing, you can hand your tablet over to your customer to capture their signature using their finger or stylus
QuoteValet
- QuoteValet Browser-based Web Software
