Quote Werks with QuoteValet – Modern Quote Delivery



QuoteWerks with the QuoteValet subscription is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects.

Rather than attaching a PDF file to the quote and emailing it to your customer (where spam filters strip it out), QuoteValet will create a personalized web page to present the quote on quotevalet.com

The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.

Your customer will be able to change quote options dynamically and ask you questions through the customized quote page — keeping all communication together. Most importantly, they will be able to electronically accept and sign the quote!

You can then collect credit card payment from your customer that is directly deposited into your checking account. These payments are synchronized with QuickBooks.

Download your QuoteWerks evaluation today.

Modern Quote Delivery™… and more:


Know when Quotes are Viewed and Accepted

Know every time your customer views the quote, selects options, has questions, and when they electronically sign and make payment.

Approval and Peer Review

Supervisors can use QuoteValet to approve quotes while out of the office through their web browser.  Peers can submit peer review feedback while out of the office through their web browser.  In QuoteWerks, you can set approval requirements for your sales reps that require them to obtain approval before a quote can be sent.


Collect Credit Card Payments from Customers

The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.


QuoteValet Web

Gain insight and have mobile access to your QuoteValet Executive Dashboard , Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC.


QuoteValet Mobile

QuoteValet Mobile enables you to create Quotes-On-The-Go with your iPad or any HTML5 compatible tablet or browser.


Shopping Cart

Create online order forms with the QuoteValet Shopping Cart . Use them to automate customer re-orders or receive paid orders from a promotional email blast.




  • Know when your quotes are actually received and viewed
  • Avoid spam filters stripping out your proposal PDF attachments
  • Avoid email servers rejecting large PDF proposal attachments
  • Extend your company brand with a specialized quote delivery webpage


  • Interactively refine the elements in your quote with your customer through QuoteValet’s collaboration features
  • Customers can view the quote, select options, and ask questions
  • Your peers can review your quote offering valuable feedback
  • Managers can approve quotes before they are submitted to the customer


  • Get customer signatures electronically – no more signing and faxing
  • Capture your customers’ signature graphical or text based signature
  • Customers can view and accept your quotes from their mobile devices
  • Receive SMS text notifications on your phone when large quotes are accepted!
  • Automatically receive an email notification when your customer accepts the quote

QuoteValet is Template Driven and Customizable – and of course TeamAutomation provide professional services to accomplish customization for your organization.

Extend your company brand and image. QuoteValet is a turn-key solution that enables you to be up in running within 3 minutes. You can also customize QuoteValet website templates so that QuoteValet can look like it is part of your own website.A QuoteValet Quote can include both the interactive elements (like selecting options) on the web page and/or a PDF quote/proposal attachment.If you prefer, the template can simply show a non-interactive image of each page in your PDF file allowing the customer to review and electronically sign.View an enlarged screenshot of an interactive QuoteValet quote.

QuoteValet is Cross Browser Compatible

QuoteValet works in all web browsers (including mobile devices) ensuring your customers have a smooth and pleasant experience.

The QuoteValet Dashboard

The QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The QuoteValet Dashboard is divided into the Inbox,Reporting, and Payments.

Subscription Based

QuoteValet is subscription based. Available in a monthly subscription – billed monthly, no commitment required, and also in a discounted Annual Subscription. Find out more aboutQuoteValet pricing.

To request more information, please email sales@teamautomation.com.

The QuoteValet Subscription is available with QuoteWerks Version 4.9 and higher. TheQuoteValet Subscription is an additional module and requires a current UMP.

Our products include:

  • QuoteWerks Standard Edition
  • QuoteWerks Professional Edition
  • QuoteWerks Corporate(SQL) Edition
  • QuoteValet

Our services include:

  • Installation, Setup, and Customization
  • Data Migration of products, customers, and pricing
  • Product , Process, and User Training
  • Forms design and setup,
    • QuoteWerks forms,
    • Word Merged forms
    • QuoteValet customization
  • Custom scripting to allow special features and integration

TeamAutomation will help you:

  • Increase your profits and grow your business
  • Improve your closure rate
  • Maximize efficiency, reducing  time needed to prepare proposals
  • Reduce the need for data duplication
  • Integrate your quoting system with other CRM and accounting software

Get started now by contacting us today for your FREE consultation, or call 805-522-3875 to speak with a Proposal Professional.