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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