Streamline Your Business Operations.
From the first appointment to installation and final payment, Quoterite gives everything your business needs to streamline processes and provide a seamless, error-free experience for your staff and customers.
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Streamline Business Operations
Work processes are made simple and efficient with Quoterite’s workflow management system so each member of the team from sales to measure and install knows their role, actions and timeline.
Give your team everything they need in one spot for easy management of order tracking, workflows, scheduling, status updates, and reporting.
INSTALL TEAMS
Access everything in one place
- View all jobs booked at a glance and easily search future jobs
- View and confirm all install items needed for each job
- Review all team notes and communication for the appointment booking
All product information ready to go
- Complete Measure and Install Reports on site with a few clicks by using the auto filled form specific for each order, and change measurements, add notes, statuses, pictures and drawings as required
- Customize the measure and install statuses to your process flows
- Work manually if you prefer and simply download the Measure and Install Sheets, and export your diary and daily run sheets
- View the status of all installed products, reports submitted and logs directly from the Workflow Manager
Integrated directions, messaging and payments
- Take payments and send receipts on site
- Get directions to install and appointment locations via Google Maps
- Running late? Send SMS or email messages to keep the client informed
ACCESS VALIDATED BRANDS
Gain instant access to over 3 million fabrics and 25,000 products to choose and order.
STREAMLINE YOUR ORDER PROCESSES • SYNC WITH MANUFACTURERS & SUPPLIERS
The only software that provides retailers complete integrated access to these leading window fashion brands and more.
Instantly send orders with a single click. No need to re-enter it elsewhere.
Appointment Scheduling and Automated Reminders
Managing appointments has never been so easy. Manage measure and install sheets, and process payments directly from the appointment screen. Even set up automated client booking reminders, with updated status notifications.
Access and manage everything from the appointment screen
- Manage different types of appointments from one screen
- Create personal appointment blocks in staff calendars
- Attach any documentation and pictures specific to the client for fast access
- Send invoices and process payments
- Assign multiple staff for group appointments
- Export user diaries to PDF for daily run sheets
Easy, customizable Interface
- Fast and simple drag-and-drop user interface
- Set custom screen layouts to suit preferences
- Start client quotes directly from the appointment card
Calendar syncing and appointment reminders
- Sync appointments to Google and i365 calendars
- Automatically attach Measure and Install Sheets to Google and i365
- Send automated appointment confirmations
- Set automated reminders before and after appointments
- Integrate text messaging for sending reminders and confirmations
Fast and Accurate In-home Quoting
No more hours spent manually calculating quotes … Do it all in minutes with Quoterite.
Our Quote tool is a fast, efficient way of producing quotes in minutes allowing you to sell on the spot, or get your quotes out fast without the need for time consuming manual calculations.
Create accurate quotes in minutes
- Quote all products together including drapes and soft furnishings
- Create quotes simply by entering the measurements, selecting the product(s), then choosing the options
- Add pictures or create drawings within Quoterite
- Copy and paste, then batch update for building large quotes fast
- Track if clients receive the quote and open it with email tracking
Quote drapes and soft furnishings easily
- Calculate yardage, cuts, fabric and workroom orders
- Completely customize variables and calculations
Powerful validated products and simple decision trees
- Ensure quotes are correct with our 100% validated product ranges
- Decision trees guarantee only the correct, relevant options are selectable
- Automatic addition of extra costs based on choices
- Our team maintain and build all major and minor brands including your in-house products
Automated tax calculations
- Automatic calculation of sales tax rates
- Control tax per client, set products as non-taxable, or set a flat tax rate
Flexible quote generation
- Easily select the products and options to be included in the quote
- Create price comparisons or duplicate quotes fast
- Control the look and feel of your quotes using the form builder
- Add your logo, terms and conditions
- Send quotes via email, text message, or Smart Quote with any other attachments you need
Smart Quote
LIVE QUOTING AND INVOICING – Smart Quote and Invoices are the ultimate sales and customer service tool to maximize conversions, streamline processes and have the best customer experience possible.
Smart Quote allows clients to view their quote, accept it, digitally sign for it, and make payments all from the comfort of their own home.
Smart Invoices and Payment links allow you to send live invoices and embed Add Payment buttons where the client can simply click and pay to any automated and manual client communication out of Quoterite.
Couple this with our accounting and payment system integrations and your entire process from quoting and payments to accounting system is fully automated.
Get real time notifications when your client opens the quote, know how many times they open it, when they accept it and make a payment.
- Know exactly when quotes are opened and accepted
- Clients can sign, accept and make payments from home
- Create customized messaging and notifications
Quote Tracking & CRM
Tracking and managing quotes help staff maximize conversion rates while ensuring timely follow up.
- View and manage quotes in a visual dashboard
- Create customized actions and statuses to match your business processes
- Access detailed reports on the status of quotes and identify any overdue actions
- Create simple, streamlined quote follow up processes for staff
- Create detailed Smart Searches to easily drill down into detailed quote data
Powerful quote tracking and follow-ups
- Create multiple quote follow up templates with customized variables
- Create unlimited HTML or text messages
- Easily send and track all communication for every client
Easily manage staff performance
- The company and user dashboards make it simple to see company and staff performance.
- Create team and staff sales budgets and much more
Integrate with the payment apps you already use
Manage Orders with the Workflow Manager
Quoterite’s Workflow Manager ensures a smooth, tightly controlled order management process, allowing you to see what’s going on anywhere at any time. Give your team complete visibility of every step of the order process through our Smart Search tool.
Simple visual traffic light dashboard
- See order status clearly with a color coded system
- The built-in order management process keeps your team accountable
- Create custom workflows for specialized management with Smart Searches
- Enhance search functionality with custom order and assignment tags
- Build custom reports based on specific order statuses
- Identify bottlenecks with custom order statuses and on-hand reports
- Access an instant view of costs and gross profit to know exactly where you stand
- Keep clients up-to-date with custom template messages and SMS functionality
Seamlessly manage all parts of the workflow
- Book and manage final measures, and send reports from the on-site Measure and Install tool
- Generate all product, workroom and fabric orders in both PDF and Excel format automatically
- Send product orders via API or email your suppliers
- Track orders to ensure none are past due, update delivery dates and add shipping information
- Receive products and generate reports for scheduling install jobs
- Book split installations easily while generating picking sheets, install sheets and client invoices
- Create repair or replacement orders, track faults and keep clients informed with long-term status reporting
- Mark jobs as complete once installed and archive them to keep a clean, uncluttered system
Detailed logs and tracking
- Log and track each click or function performed by whom and when
- See a detailed log of all client communication, internal communication and every order detail in one place
Manufacture your own products?
Our Products
Retail Solutions
More than just quoting software. Enhance your client experience and streamline operations from start to finish.
Manufacturer Solutions
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.
