Seamless quoting is no longer a nice-to-haveāitās a competitive advantage. For sales professionals working in dynamic, fast-paced environments, QuoteValet Mobile offers the flexibility to create and send quotes instantly from any tablet or mobile device. And when hosted with CloudTop Office, itās always secure, accessible, and optimized for performanceāwherever your team works.
š What Is QuoteValet Mobile?
QuoteValet Mobile is a lightweight, mobile-optimized quoting platform that lets sales reps build and deliver quotes in real time. No installations. No setup headaches. Just log in with your QuoteWerks credentials and start quoting from your mobile device.
Whether youāre on-site with a customer or working remotely, CloudTop-hosted QuoteWerks ensures your tools are ready when you are.
š Key Advantages for CloudTop Office Users
When paired with CloudTop Officeās secure cloud infrastructure, QuoteValet Mobile becomes even more powerful:
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Zero local setup ā Quote from anywhere, instantly
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Always-on access ā Cloud hosting ensures reliability and uptime
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Template-driven quoting ā Streamline small orders or repeatable offers
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Secure data handling ā Enterprise-grade cloud security and backups
š² Quoting in the Field Made Easy
With QuoteValet Mobile, you can:
1. Generate professional quotes during client visits or calls
2. Tailor pricing, quantities, and terms on the spot
3. Speed up the sales cycle with fast approvals and payments
This is quoting redefinedāmobile, responsive, and connected to your hosted solution.
š¤ Frictionless Client Interactions
Once your quote is sent, your clients can:
1. Review and accept proposals from any device
2. Ask questions directly through the interface
3. Approve digitally and even make payments online
With QuoteValetās interactive quoting, turning conversations into conversions is easier than ever.
š Stay in Control with the Documents Tab
QuoteValet Mobile also includes a built-in Documents Tab to help you:
1. Monitor all quotes generated via mobile
2. Track client activity and approvals in real time
3. Keep everything centralizedāeven when on the move
š” Why It Works with CloudTop Office
CloudTop Office makes QuoteWerks and QuoteValet Mobile more accessible, scalable, and secure. You get the quoting flexibility your sales team needsāwithout the IT burden. Whether youāre managing a distributed team or growing a lean sales operation, CloudTop ensures your quoting stack is ready when it matters most.
š Ready to Mobilize Your Quoting Workflow?
Take your quoting process to the next level with cloud-hosted QuoteWerks and QuoteValet Mobile.
š Visit our QuoteWerks Hosting page:
š Call us: (713) 662-3994 or toll-free at (866) 710-4228
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