The Quote Bot
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THE Quote Bot.

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. 

Give it a try  

See it in action 

SEE IT LIVE ON OUR CLIENTS’ SITES

Features & Benefits

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!

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!

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Professional Quotes

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

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Comprehensive Data Capture

With the bot, we have the ability to gather every single bit of detail that we need (in and engaging manner) to generate a quote.

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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.

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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

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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.

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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

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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.

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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.

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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.

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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. 

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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.

Custom Pricing Options​

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 applying discounts to your rates.

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!

What our clients say

They love it. Read what our customers have to say!

Choose your monthly plan

Simple pricing. no hidden charges. Choose a plan that fits your needs. Upgrade and downgrade as your business changes.

STARTER QUOTE + CRM

$89

1 User

Fillable Quote Forms

Efficient Quote Management

Custom Quote Templates

Sales CRM

Sales Dashboard

Sales Reporting

Client Messaging

ZipWhip Integration

System/Sales Notifications

Online Training

Knowledge Base

Email Support

Phone Support

Dial-in/Online Support

Multi-level User Permissions

Unlimited Quote Bots

Online Client Review Module

Email Marketing Automation

Custom API Integrations*

BASIC QUOTE + CRM

$169

5 Users

Fillable Quote Forms

Efficient Quote Management

Custom Quote Templates

Sales CRM

Sales Dashboard

Sales Reporting

Client Messaging

ZipWhip Integration

System/Sales Notifications

Online Training

Knowledge Base

Email Support

Phone Support

Dial-in/Online Support

Multi-level User Permissions

Unlimited Quote Bots

Online Client Review Module

Email Marketing Automation

Custom API Integrations*

THE QUOTE BOT + CRM

$219

Unlimited Users

Fillable Quote Forms

Efficient Quote Management

Custom Quote Templates

Sales CRM

Sales Dashboard

Sales Reporting

Client Messaging

ZipWhip Integration

System/Sales Notifications

Online Training

Knowledge Base

Email Support

Phone Support

Dial-in/Online Support

Multi-level User Permissions

Unlimited Quote Bots

Online Client Review Module

Email Marketing Automation

Custom API Integrations*

AUTOMATION + BOT + CRM

$299

Unlimited Users

Fillable Quote Forms

Efficient Quote Management

Custom Quote Templates

Sales CRM

Sales Dashboard

Sales Reporting

Client Messaging

ZipWhip Integration

System/Sales Notifications

Online Training

Knowledge Base

Email Support

Phone Support

Dial-in/Online Support

Multi-level User Permissions

Unlimited Quote Bots

Online Client Review Module

Email Marketing Automation

Custom API Integrations*

* API integrations are reviewed on a case-by-case basis and may include additional costs.

Additional Fees

Any additional billable services are detailed below

Setup Fees
  • Basic & Starter Packages $199
  • Quote Bot Package $249
  • Email Automation Package $299

Included:

– 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.

Hourly Rates
  • Hourly Rate $125
  • 10-hour+ packages $100

    For complex integrations or projects that require a lot of work and/or training, the hourly rate is discounted.

Can be used for:

– Custom development/coding of new features or integrations

– technical/phone support where not included (Basic & Starter)

– setting up custom chatbots and email automation

– additional training outside of what’s included in the setup fees

– other professional services

Monthly emails included
  • Basic & Starter 1000
  • The Quote Bot 1500
  • Email Automation 3000

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 from the start, effectively removing any limit. 

Start making the most of your quotes

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. 

    Preferred date:

    The Quote Bot

    Take control of your quoting process!

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