With Quoterite You’re Never On Your Own
Working together with your commitment and time to guarantee success.
From experience, the more time you and your team commit during set up and implementation, the more success and immediate value you will get in return.
‘The hardest part about change is change itself. But success comes from our willingness to challenge our thinking, prioritization and actions on facilitating the process of change.’
Our highly experienced team is with you every step of the way to guide and support you through the entire onboarding process. Our most successful clients transitioning to Quoterite understand that their success and gains are a direct result of the time and energy they are willing to invest upfront.
Our Seven Stage Onboarding Program
Generally our onboarding time is 4 to 6 weeks from start to finish. This time varies greatly depending on user engagement and the time committed to practice and set up between training sessions.
| Step | Description | Estimated Training Time |
| 1. Pre Setup | After you are signed up and we have added your payment information, we send you an account setup form requesting the information we require for the initial set up of your account. Once you return the information, we create your account and send you your login details. | 24 hours |
| 2. Booking Sessions | Commit to your time upfront. Your trainer sends you an introductory email with meeting links so you can pre-book your training sessions. | – |
| 3. Training Module 1 – Settings | Review and assist in the setup and configuration of your account, products and pricing. | 2 hours |
| 4. Training Module 2 – Quoting & Scheduling | • Check you have correctly configured and activated your products. • Training in basic scheduling and quoting functions allowing you to start process flow testing. | 2 hours |
| 5. Training Module 3 – Workflow Manager | We begin Training in basic Workflow Manager functions at each point of the customer journey. | 2 hours |
| 6. Training Module 4 – Advanced Settings | Once you’re on top of the basic process flows, we help set accountability searches and reports to further manage the entire process flow. | 2 hours |
| 7. Regular Check-Ins After Go Live | Your trainer regularly checks in with you: – after the first 21 days – then every 3 to 4 weeks thereafter Trainers constantly monitor your staff uptake of the system through their dashboards to ensure you are feeling confident and not having any issues |
Ongoing Support and Assistance
With our highly configurable system, our onboarding specialists take you through the various customisations and controls to make sure that Quoterite is configured specifically to your business before going live.
After going live, our Customer Experience Team is your main contact for assistance. You can access their support via phone, email, live chat and Zoom screen share sessions.
Our team never misses a support request as they are all ticketed via our Support System, with a dedicated escalation process built-in.
In addition, you have 24 x 7 access to ongoing assistance via our Tip Sheets, built-in knowledge base and YouTube Channel.
Your Onboarding Trainer also has regularly scheduled touch points with you to monitor and record your progress, and to ensure that there are no stumbling blocks.
As your long term partner on your journey to future growth, we are always there to offer you advice on integrations, product upgrades, scaling up, and optimizing your system to achieve your business goals.
We value our collaborative partnership with you, and we constantly improve our product based on your feedback and what you need
After initial training, you have access to email support, 24/7 ongoing assistance via our Tip Sheets, built-in FAQs, knowledge base and YouTube channel. If you have a premium support seat, you also have access to the built-in live chat and 24/7 phone support.
From experience, we find that our clients are able to use 80% of the system within the first 2 hour training session.
We are not just a technical trainer – working with you as an extension of your business, we help guide you through building the best processes to streamline and strengthen your operations.
Option A – Virtual Training and Onboarding
Consists of:
- 4 x 2 hours sessions to get you and your team up and running smoothly.
- Monthly review for 3 months – check if you and your team are happy with the system and you are using it effectively, or if you require any further assistance or training. Review advanced features to enhance or upgrade your system.
- Unlimited ongoing support from our Customer Experience team.
- Access to our knowledge base and training videos.
Option B – Onsite Training and Onboarding
Consists of:
- Three-day onsite personalized training – designed to onboard your staff and integrate Quoterite into your business faster with a more intensive training program.
- Followed by 1 virtual meeting a week for 4 weeks and then 1 virtual meeting a month for 3 months to check that your team is on top of the various processes along with reviewing advanced features.
- Additional onsite training can be given as required on a price by price basis.
- Unlimited ongoing support from our Product and Customer Experience teams.
- Access to our knowledge base and training videos.
Onboarding and Training Schedule
We work with you to determine the best rollout and training schedule, and have generally found that a “train-the-trainer” approach works best.
Customer Support Channels
Our Customer Experience team is there for you through a number of channels to provide responsive, daily support. We have an effective escalation process for any more difficult issues that may arise so we find the solution as quickly as possible.
| Support Channel | Access | Contact | Extra Cost |
| In System Help and and Training Videos | Built into Quoterite | N/A | No |
| Ticketed support via email | Customer Experience Team | No | |
| Remote Assistance with in system Screen Share and guidance | Customer Experience Team | No | |
| In System Chat | Customer Experience Team | Chat | Yes, cost per active chat seat |
| Phone Assistance | Customer Experience Team | Phone | No |
| Ticketed support | Customer Experience Team | Built into Quoterite and support emails | No |
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.
E-commerce Solutions
Seamlessly power your e-commerce website and order management system with our exclusive Product Builder.
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.
