See It Live On Our Clients' Sites
Take control of your company's quoting process and make the most out of your quotes.
Do you know how much money you're leaving on the table? Are you converting at least 50% of your total quote value? Is your staff following-up and properly handling the quotes?
Answer these questions and much more with THE Quote Bot.
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We have a long list of features and benefits and, while the list below is long, we've had to work really hard to keep it down to just 18 listed items. There's so much more to the system just waiting to be discovered and taken advantage of!
Make the whole quote request process engaging and intuitive with a logic-based conversational approach
With built-in templates and rules, sending out a professional-looking quote can be done with just a few clicks.
Send custom emails at key points in the quoting pipeline to sell additional services, help to convert or send staff reminders.
Make it your own – change colors, icons, questions, rules and templates. The sky is the limit!
With the system’s customizable reports you will always know where you stand on conversion rates, $ amounts, user performance, and much more!
Your whole team working as one – always send out professional emails with built-in tracking, automatic reminders and management reporting.
With the bot, we have the ability to gather every single bit of detail that we need (in an engaging manner) to generate a quote.
One of the great features of The Quote Bot is that it allows the user to create and store an unlimited number of quote templates based on the specific service that is being requested.
Not only does this act as an internal CRM solution for your team, but it also allows owners and managers to identify and address any potential weaknesses.
With The Quote Bot, we have built a very comprehensive backend in our software solution that will allow every single quote to be tracked.
The Quote Bot has an active API integration with Zipwhip to allow quotes to be sent out as texts in addition to an email using your own phone number.
These include notifying users if a quote goes unclaimed in a timely manner, notifying if a quote has not been sent out yet, notifying if a reply has come in from a quote that was sent out, and many others.
The Quote Bot also includes customizable permissions and roles within the system. This ensures that each individual user receives the appropriate permissions to manage their daily tasks and responsibilities.
Everything that is done within The Quote Bot is tracked and added to a historical log for tracking purposes. Every single quote will have its own historical log that will track every step along the way.
The great thing about The Quote Bot is that it DOES NOT compete with or try to replace your existing online reservation/booking system, it works in tandem with it.
This handy little feature allows you to track where all of your quotes are coming in from. It can be very handy to track the effectiveness of marketing and advertising campaigns on an ongoing basis.
The quote bot allows you to define custom rates based on service type or quote template, making it easy to manage pricing.
It also allows you to define extra billable items (like airport greeters, security guards, champagne, etc.) as well as easily apply discounts to your rates.
We listen to our clients and whenever we get a feature request that can be implemented and brings extra value to the system, we add it to the feature “wish list”. Once implemented, it usually becomes available to ALL users.
After all, you know best what you need from the system and we’re here to make it happen!
They Love it! ❤ Read what our customers have to say!
The Quote Bot has given us the ability to provide professional quotes, track multiple user’s quotes, tell us when a quote is opened and best of all, book the ride. I couldn’t imagine working without it.
Due to the complex nature of bus/charter movements, at Rent-A-Bus USA we would constantly find ourselves going back to prospects trying to collect additional information when they filled out our standard quote form. The Quote Bot allows us to highly customize this experience and tailor our questions so that we collect ALL of the relevant information on the first interaction. This significantly increases our conversion rates as well as provides a much more engaging way for us to interact with our website visitors.
Signature Transportation fully adopted The Quote Bot on 01/01/2021. Our staff was fully trained on the technology and very quickly adopted it into their daily routines. Now 100% of our quotes and subsequent client communication go through The Quote Bot so that we are able to track and manage every aspect of the sales process and subsequent customer service. As a side note, we left our standard quote form on our website to test the adoption of The Quote Bot when we launched…over 98% of prospects choose to interact with The Quote Bot and we consistently get 5-star reviews on the customer interaction with it.
Oh, and our quote volume is up over 200% since going live with The Quote Bot!
Choose a plan that fits your needs. Upgrade and downgrade as your business changes.
To help with our industry’s economic recovery, the Quote Bot is offering some special pricing incentives so take advantage of them before they are gone.
Unlimited Users
Unlimited Quote Bots
Multi-level User Permissions
Fillable Quote Forms
Efficient Quote Management
Custom Quote Templates
Sales CRM
Sales Dashboard
Sales Reporting
Client Messaging
System/Sales Notifications
ZipWhip Integration
Custom API Integrations*
Online Training/Support
Knowledge Base
Online Client Review Module
Email Marketing Automation
Santa Cruz Software Integration
Unlimited Users
Unlimited Quote Bots
Multi-level User Permissions
Fillable Quote Forms
Efficient Quote Management
Custom Quote Templates
Sales CRM
Sales Dashboard
Sales Reporting
Client Messaging
System/Sales Notifications
ZipWhip Integration
Custom API Integrations*
Online Training/Support
Knowledge Base
Online Client Review Module
Email Marketing Automation
Santa Cruz Software Integration
All pricing is subject to change at any time without notice.
* API integrations are reviewed on a case-by-case basis and may include additional costs.
** The system includes a free-to use (up to the soft limit) SMTP service to allow you to reliably send out emails. The limits above are soft limits imposed for each package. Going above the soft limit will not block additional emails from going out but if you go above the limit often, we will require you to set the system up with your own SMTP service or upgrade your package. It is recommended, however, that you set up your system to use your SMTP service of choice right away, effectively removing any limit.
*** Included with setup fee: initial system configuration, up to 3 hours of training/screen sharing calls, training on all aspects of the system. Does not include set up of custom chat bots or email automations for the upper packages, only the training on how it can be done. If you decide to switch to a plan that has a higher setup fee than the current plan you are on, the difference between those setup fees will be payable for additional account setup and training. There is no refund of setup fees if you go from a plan with a higher setup fee to a plan with a lower one.
Great for operators that are not needing deployable quote bots but still want to send out professional looking quotes as well as track all quote activity within a single database. This plan is limited to a single user and does not include email automation nor the online review tool. The setup fee for Starter plan is $299 with the same per quote pricing offered through our other plans.
Another great option for operators that do not need deployable quote bots. This plan allows for 5 users with multi-level user permissions and includes all of our great features with the exception of email automations and the online review tool. The setup fee for Pro plan is $299 with the same per quote pricing offered through our other plans.
For complex integrations or projects that require a lot of work and/or training, the hourly rate is discounted.
Can be used for:
Schedule a call for a demo session. It’s free and takes less than 30 minutes.
We'll do our best to accommodate your requested day for the demo.
A member of our team will be in touch to schedule the exact time for the meeting once we receive your request.
The Quote Bot Premium 