QuoteValet Mobile is a mobile quoting solution for tablets and laptops. Right
from your mobile device, you can create a quote for a customer onsite and email it to them while you are still at their location. Once submitted, your customer can accept the quote and even make payment right on your tablet.
Use your iPad or HTML5 compatible tablet to create quotes while on the go.
QuoteValet Mobile requires little to no setup.
QuoteValet Mobile is an extension of QuoteWerks. You use
your QuoteWerks login credentials for QuoteValet Mobile and simply check
a box in QuoteWerks to make a template available on QuoteValet Mobile.
We have streamlined the mobile quoting experience by making it template driven.
QuoteValet Mobile is particularly useful for quick, small orders.
Once created, the QuoteValet engine takes over, allowing your customer to choose options that you provide, electronically sign, and pay by credit card.
As changes are made to a quote created on QuoteValet
Mobile, the PDF counterpart is automatically regenerated with the
The Documents Tab on QuoteValet Mobile provides you
with an instant overview of your mobile quotes. You are provided
with visual queues for quotes that have been accepted as well as
quotes that have been paid for by the client. Also from this view,
with a click of a button, you can hand your tablet to your client to
sign and pay while you are onsite.
Frequently Asked Questions
How much does QuoteValet Mobile cost?
It's FREE - included with your current QuoteValet
subscription at no additional charge.
Do I have to download or install anything to use QuoteValet Mobile?
We designed QuoteValet Mobile to be completely browser based in the cloud.
There is no need to download any apps from the iTunes Appstore for
users or Amazon / Google Appstores for Android devices.
Can I add products to my Mobile Quote?
Yes! QuoteValet Mobile enables you to add ad hoc items on the fly as well as
add products and services from other templates you have already uploaded to
Can I make changes to my Mobile Quote?
Yes! Once the Quote is submitted on your mobile device, you can open it in
QuoteWerks, make modifications, and update it on QuoteValet.
Can I add notes to my Mobile Quote?
Yes! The Introduction Notes for your client
and Internal Notes (not seen by your client) are accessible for you to make
notes about the quote.
Are there videos that show me how to use QuoteValet Mobile?
QuoteValet Mobile was designed to run on HTML5, WebKit based browsers. The
list of known supported browsers are as follows: Android Browser, Google
Chrome, RIM Blackberry Browser, Bada Mobile Browser, Kindle Fire Browser,
and Safari. QuoteValet Mobile was developed and tested on an Apple iPad and
is the recommended mobile device.