The Quote Bot

Interactive and intuitive

Make the whole quote request process engaging and intuitive with a logic-based conversational approach

Send Quotes as easy as 1-2-3

With built-in templates and rules, sending out a professional-looking quote can be done with just a few clicks.

Marketing Automation

Send custom emails at key points in the quoting pipeline to sell additional services, help to convert or send staff reminders.

Fully Customizable

Make it your own – change colors, icons, questions, rules and templates. The sky is the limit!

Reporting Capabilities

With the system’s customizable reports you will always know where you stand on conversion rates, $ amounts, user performance, and much more!

Professional Quotes

Your whole team working as one – always send out professional emails with built-in tracking, automatic reminders and management reporting.

Comprehensive Data Capture

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.

Custom Quote Templates

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.

Quote Dashboard

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.

All Quote Data in a Single Database

With The Quote Bot, we have built a very comprehensive backend in our software solution that will allow every single quote to be tracked.

Zipwhip Integration

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.

System Notifications

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.

Multi-level Access with Customizable Permissions

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.

Complete Historical Log Attached to Each Quote

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.

Works in Tandem with Existing Reservation/Booking Platforms

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.

Custom Quote Sources

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.

Santa Cruz Software Integration

The quote bot has an API integration with Santa Cruz, a leading ground transportation software company.

This integration allows Santa Cruz software users to fully automate the quoting and booking process based on their selected rates and booking rules set up on their back-end.

Constantly evolving​

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!