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QuoteWerks - QuoteValet Insight
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Browser-based Content Management Software

Model: QuoteValet Insight

  • Executive Dashboard gives you major visibility over quoting and sales processes across the board, from all sales reps
  • View top-dollar quotes and converted orders
  • Number of quotes sent, accepted, and paid
  • Sales-rep and customer comments, number of customer views on documents and more
  • My Summary is similar to the Executive Summary, but shows only information relating to the currently logged-in user
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Product Info

QuoteValet Insight™ 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. QuoteValet Insight is mobile friendly, and its interface will adjust automatically based on your device's screen size.

  • Executive Dashboard gives you major visibility over quoting and sales processes across the board, from all sales reps
  • View top-dollar quotes and converted orders
  • Number of quotes sent, accepted, and paid
  • Sales-rep and customer comments, number of customer views on documents and more
  • My Summary is similar to the Executive Summary, but shows only information relating to the currently logged-in user
  • Comparative Analysis is a great way to view sales reps' stats side by side
  • Gives you a breakdown of your reps' performance based on time-range-specific variables such as number and dollar amount of both quotes and converted orders
  • Status Board displays priority notifications like when an expired quote is viewed, customer questions are posted, quote is accepted, or payment is provided
  • Displays the notification count for each sales rep making sure that as a team all notifications are processed
  • Status Board is best viewed on a large monitor, and is updated every 60 seconds
  • Furthermore, the Leaderboard is a rotating panel displaying the top 10 accepted and outstanding quotes for the week, month, and year
 
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