Retain our exceptional IT services for computer program consulting, programming and training. The customer will be able to change quote options dynamically and ask  questions through the customized quote page — keeping all communication together.
Know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment. The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks.
Gain insight and have mobile access to your dashboard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. The mobile component enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser. 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 your customers have a smooth and pleasant experience. The 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 IBM logo is a registered trademark and the IBM Business Partner emblem is a trademark of International Business Machines Corporation and both are used together under license. You can then collect credit card payment from your customer that is directly deposited into your checking account.
QuoteValet Web is a browser-based solution that gives users insight into the progress of the company's documents that have been uploaded to QuoteValet anytime, anywhere, streamlining communication and simplifying sales management by bringing both high-level and detailed data to you in a format that's easy to view and collaborate on.
You can log into QuoteValet from a PC, tablet, or phone anywhere an internet connection is available.


With the ability to view this information anytime on any web device, you'll have the answers you need at your fingertips in a snap.
Part of the Executive Dashboard, the Comparative Analysis is a great way to view sales reps' stats side by side.
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services. Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer. The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. John Lewe, President and Founder, discusses how he first encountered the need for quoting software and how he invented QuoteWerks back in 1993.
Provide an integrated quoting and proposal solution at an affordable price with great support. We provide solutions that have more features, cost less and are more reliable than any other. In a time when software companies are cutting corners by no longer shipping their products in boxes containing up to date printed manuals and cd-roms, we still do.
Use them to automate customer re-orders or receive paid orders from a promotional email blast. Available in a monthly subscription – billed monthly, no commitment required, and also in a discounted Annual Subscription. The QuoteValet Subscription is an additional module and requires a current maintenance program.
With QuoteValet, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign and pay electronically.


Available in a monthly subscription - billed monthly, no commitment required, and also in a discounted Annual Subscription. Well, listen up, because QuoteValet Web was built with you in mind, giving you a closer look at your quoting and sales processes! QuoteValet Web is mobile friendly, and its interface will adjust automatically based on your device's screen size. It gives you a breakdown of your reps' performance based on time-range-specific variables such as number and dollar amounts of both quotes and converted orders.
With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. The 'Basic' editions of QuickBooks do not allow external applications to integrate with them, so QuoteWerks cannot integrate with them. Today QuoteWerks is the market leading sales quoting and proposal software serving over 66,000 users in 101 countries.
If you have suggestions for additional Blueprints or Workflow Diagrams, please let us know. You can also customize QuoteValet website templates so that QuoteValet can look like it is part of your own website. LLC and is not authorized to make any statement, representation, or warranties or grant any license or permission on behalf of Swiftpage ACT!



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