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.

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See It Live On Some Of Our Clients' Sites

Key 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 Interactive and intuitive

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 Send Quotes as easy as 1-2-3

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 Marketing Automation

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 Fully Customizable

Fully Customizable

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

Reporting Capabilities Reporting Capabilities

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 Professional Quotes

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 Comprehensive Data Capture

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 Custom Quote Templates

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 Quote Dashboard

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 All Quote Data in a Single Database

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.

SMS Integrations SMS Integrations

SMS Integrations

The Quote Bot has an active API integration with Mobile-Text-Alerts & Zipwhip to allow quotes and follow-up messages to be sent out as texts in addition to an email using your own phone number.

System Notifications System Notifications

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 Multi-level Access with Customizable Permissions

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 Complete Historical Log Attached to Each Quote

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 Works in Tandem with Existing Reservation/Booking Platforms

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 Custom Quote Sources

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 Santa Cruz Software Integration

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.

Livery Coach Software Integration Livery Coach Software Integration

Livery Coach Software Integration

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

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

eSignature Integration eSignature Integration

eSignature Integration

Integrated with Docusign, Pandadoc and DropboxSign to allow you to send out signature requests straight from within the system itself.

Dynamic Pricing/Event Date Management Dynamic Pricing/Event Date Management

Dynamic Pricing/Event Date Management

Provides flexibility to dynamically change rates based on time of day and day of week. Also useful for special events.

Multiple Brands/Entities & Pricing Rules Multiple Brands/Entities & Pricing Rules

Multiple Brands/Entities & Pricing Rules

The system allows you to have multiple pricing rules and brands/entities set up with different rules for when each of them applies (per service/chatbot/form).

Rate Sharing Rate Sharing

Rate Sharing

Ability to share rates with other quote bot users in different markets allowing instant quoting/booking in those markets.

Constantly evolving​ Constantly evolving​

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!

Mike Sobol

The Quote Bot has become an integral part of our sales team. We utilize the functionality almost exclusively to receive online quotes and follow them through to booking automatically in our Santa Cruz software. We are new to The Quote Bot, but in a short time, our online requests and bookings have more than tripled. Additionally, their support team are eager to assist with any questions, changes and training issues which is so refreshing. I can’t say enough good comments about The Quote Bot.

 

Mike Sobol
East Coast Transportation
★★★★★
Mike Dozier

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. Our quote volume is up over 200% since going live with The Quote Bot!

Mike Dozier
Signature Transportation
★★★★★
Jason Kaplan

The Driver Provider has been live on The Quote Bot for about 2 months. In this short time, “Alison” has helped to close many quotes and is inching her way to becoming one of our top Customer Service Agents. The feedback we are getting from Existing / New Customers regarding Alison has been amazing. The automation has made us more efficient and allows our Reservation Agents the ability to focus on other tasks.

Jason Kaplan
The Driver Provider
★★★★★
Rick Versace

We named our Quote Bot Allie, and she is the highest-performing Customer Service Rep in our office. She is so lifelike that people actually call the office looking to talk with her.

Rick Versace
A1A Limo
★★★★★
Matt Strack

Without any staff required, The Quote Bot has been a big help in capturing the organic leads to our site and converting them into reservations!

Matt Strack
Strackground Transportation
★★★★★
Jorge Sanchez

Hermes has been using The Quote Bot for about 6 months, and our team loves it! TQB removes the need for manual follow-up, can provide real-time accurate quotes (no additional source to update rate changes), self-service booking, and analytics to track your ROI. As a business owner, TQB helps me to provide a higher level of service to my clients for the equivalent of 1/2 FTE thus further increasing my ROI. TQB also allows for customization based on service types and vehicle types which provides you the opportunity to customize the experience for your clients. The response times for support are second to none. Couldn’t more highly recommend implementing TQB!

Jorge Sanchez
Hermes Worldwide
★★★★★

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