EXPERIENCE LIVE QUOTING & INVOICING
Smart Quote Your Ultimate Sales and Customer Service Tool
Smart Quote allows clients to view their quote, accept it, digitally sign it, and make payments, all from the comfort of their own home, via a smartphone or internet-connected device.
Smart invoices and payment links allow you to send live invoices and embed the ‘Add Payment’ button so the client can simply click and pay immediately.
Couple this with our accounting and payment system integrations and your entire process from quoting and payments to your accounting system is fully automated.
Plus, you also receive real-time notifications when your client opens the quote, know how many times they open it, when they accept it and when payments are made.
- Know exactly when quotes are opened and accepted
- Clients can sign, accept and make payments from home
- Create customized client messaging and notifications
What is Smart Quote?
An interactive quoting and sales tool that does five things:
- Controls the Sales Process – Create an interactive shopping experience with multiple options and product selections
- Creates A Seamless Client Connection – Keep you and your customers connected through a live chat function, messaging and more
- Provides Immediate Sales Indicators – Reveals your customer’s decision-making process by tracking views and open pages
- Collects Key Performance Metrics – Informs your long-term sales strategy by collecting customer behavior metrics
- Connects To Your Apps – Makes the sales process seamless with signing, invoicing, and payment functions
Smart Quote not only reduces errors and streamlines the sales process, it also adds to a more efficient experience for your customers. Sales staff can prepare and deliver quotes right on the spot while any customer changes can be automatically updated and priced-in allowing for immediate payment.
Advanced Quote Management System
Our quote management system is a fast, simple way to manage one to hundreds of quotes. Now your sales staff can know the exact status of a quote, next action tasks, and conversion potential of a sale. While managers can verify how team members are performing, use smart filters to segregate quotes for easy follow-up and even track client responses.
Quoterite instantly improves conversion rates allowing your business to grow immediately.
- Verify that clients have opened their emailed quotes, and how often they clicked
- Save notes with each quote to follow-up tracking, set different statuses and report on each
- Send follow-up emails with 2 clicks and attach supporting documents if required, while emails are automatically saved and logged
- Archive or delete old quotes no longer required to be viewed
- Use smart searches to break down quotes into various types of follow-ups and actions to easily manage and monitor large volumes of quotes
Streamline Operations With A Fast, Accurate and Responsive Quote Process
Quoting for window-covering retailers is often a time-consuming process that involves tedious manual calculations, factoring complex pricing structures, and coordination amongst different suppliers, manufacturers and workrooms.
Unfortunately, any mistakes made along the way can result in costly fixes, slower processes and unhappy customers.
We know because we’ve been there ourselves.
Getting left behind using manual systems or outdated technology?
Quoterite is the most comprehensive quoting system packed with more tools and features than any other software.
• A unique, customized Soft Furnishing & Drapery Calculator – Once configured to your specifications, our one-of-a-kind calculator automatically calculates quantities, fabric, and workroom orders for you. Unlike other software options, we work with your suppliers, manufacturers, and workrooms to build your personalised system.
• Create quotes in minutes – Our measure once feature allows you to simply copy like products from a single product to a group of products while the system automatically recalculates the price for you.
• Complete product integration – All brands and products are fully integrated into your quote configuration so customers can quickly select which brands they want to be quoted by using the drop-down brand supplier/product tool.
• Automatically calculate prices – Prices for products being added, removed or changed are automatically updated in real-time as they are selected so nothing is overlooked or missed when updating your quote.
• All validations, rules and allowances are automatically calculated – Control of pricing and product selections is built-in and maintained by our team doing away with those time-consuming, inaccurate quotes forever.
• Send quotes your way – Customer quotes can be printed or sent via email or SMS to be completed online.
• Smart Quote – Our Smart Quote module completes the quote-to-order process online by fully automating the approval and payment process making it simple and fast for clients.
• From quote to order – Once approved and the deposit paid, orders are automatically moved into Workflow Manager and emailed to the supplier or manufacturer.
• Follow-up and follow-through every order – Our tracking feature flags made-to-order or manufacturer delays so you are instantly notified and can keep your customers updated.
• Focus on what’s important – Our color coding and navigation tools allow you to easily identify what needs attention right away.
• Thousands of built-in products to choose from – Quickly quote thousands of validated products from leading brands already loaded into our system. If your desired products aren’t already available, our team will add them for you at no charge.
• Don’t miss anything – You can flag quotes for follow-up, add notes, and more to track the order to completion so nothing slips through the system
Ready to take the next step?
More than just quoting software. Enhance your client experience and streamline operations from start to finish.
A customized solution with the functionality, structure, and setup you need, implemented by industry experts.
We’re reinvesting over $1,300,000 this year to expand and enhance our software, underscoring our commitment to remain the industry leader in delivering the features and functions you need.