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Softech Solutions LLC - Business and CRM Consulting in St. Paul and Minneapolis, MN

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QuoteValet

What is QuoteValet?

QuoteValet is the cloud quote delivery and acceptance vehicle for QuoteWerks that provides users with a more robust way to deliver documents to customers and prospects. Rather than sending a PDF document, QuoteValet creates an interactive document on a personalized web page where your client or prospect can:

  • Select options
  • Change quantities
  • Post comments
  • Electronically sign and accept quotes
  • Submit payment and much more!

Sign up for a free trial today and see how QuoteValet can streamline your quoting process!

quotevaletex

We record each one of our webinars so you can view them at your convenience.

During this webinar we demonstrated how to:

  • Set optional and mutually exclusive options
  • Use leasing options
  • Accept and make payments
  • Set auto-reminders
  • Demonstrate how to use QuoteValet Web

and much more!

Contact us today at 612-309-5709 so we can show you first hand how this tool can help your company be more profitable!

There is a live demonstration for this product – Contact Us now to learn more. Download the QuoteValey Demo today!

Testimonials

Our company has used ACT as our Customer Management software for many years. We started out with ACT 2.0 and, over the years, had migrated to v6.0. When it became apparent that we needed more functionality and the ability for more centralized data mining of our client base, we decided to upgrade to ACT Premium For Web v10. After interviewing a number of ACT consultants we select Softech Solutions as our partner to help us migrate to the new version.

Softech's approach was to look at our business model and ask all the right questions - what information do we currently capture; how is that information used in our sales process; who should have access to that information and what else would we like to do that we can't under the current version of ACT. Based on this information, they then designed an ACT system that matched all of our needs and then some.

I highly recommend Softech to anyone looking for assistance in implementing ACT or upgrading their current version.

Jim Strehlow
IT Director - Naterra Land, Inc.
Additional Testimonials  >>
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Softech Solutions LLC
14096 Forest Lane · Apple Valley, MN 55124
612-309-5709 · jill@softechsolutionsllc.com