5 features of Smart Quote

<< back to blog home

5 Features of Smart Quote that Maximize Conversion Rates

Use the 5 features of Smart Quote to maximize conversion rates with an online, automated approval and payment system.

As you would know, customers are becoming more and more virtual. They are accustomed to doing everything online with fast and automated processes. Once they have made a decision, they want things done yesterday. To keep up you need to move with the modern way of doing business, and that’s why we developed Smart Quote.

Quoterite’s unique Smart Quote add-on module delivers the ultimate all-in-one sales experience. The Smart Quote Tool streamlines the sales and order processes with an interactive quoting, approval and payment process online. With our simplified click and pay system, you maximize your conversions and gain key metrics, while creating a hassle-free, seamless customer journey for your clients.

What 5 Things Does Smart Quote Do?

Smart Quote is your ultimate sales and customer service tool. It does five essential things to make the sales process easy for your clients and your team:

  1. Controls the sales process to create an interactive shopping experience with multiple options and product selections on customer’s Smart Quotes. Use the Smart Invoice and Smart Payment link features, with the automated quote/order follow ups and appointment reminders/confirmations to automatically ask and take payment from customers
    Clients view their quote, accept it, digitally sign and make payments all from the comfort of their own home. Embedded Add Payment buttons enable the client to simply click and pay.
  2. Creates a seamless client connection that keeps you and your customers connected through a live chat function, messaging and more.
  3. Provides immediate sales indicators that follow your customer’s decision-making journey by tracking views, opens and payments, so you can customize client messaging and notifications.
  4. Collects key performance metrics to guide your long-term sales strategy by collecting customer behavior metrics.
  5. Connects to your apps to make signing, invoicing and payment functions seamless.
    Our accounting and payment system integrations enable the entire process from quoting and payments to the accounting system to be fully automated.

Smart Quote for Higher Conversions

Smart Quote not only reduces errors and streamlines the sales process, but also adds to a more enjoyable experience for your customers. The entire process from sales to delivery is simpler with the automated Smart Quote system. As a result, customer approvals are seamless and quick, minimizing administration time to finalize and process orders. It means faster delivery times, satisfied customers, and higher conversion rates onsite. online. ontime.

Read more about our Smart Quote here.

Want to get a better view of your business? Watch or book a demonstration today.

<< back to blog home

Once we saw the difference between Quoterite and other software out there, the choice was obvious. From a customized curtain quoting tool, to the ease in which we can track staff performance, Quoterite actually understand what’s needed to run a window furnishing business and give us all the tools to make it easier.

David Farren,
Jaleigh Curtains and Blinds