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QuoteGuidelines – Automate quotes for brand new leads

QuoteRules - Automate quotes for new leads

 

QuoteGuidelines is an AI chatbot that generates customized quotes and proposals primarily based on one-on-one conversations with prospects.



QuoteGuidelines helps you create a chatbot that qualifies leads and generates tailormade quotes or proposals by interviewing your prospects.


Edit question-and-answer templates and magnificence your chatbot earlier than integrating it into your web site, cell app, or touchdown web page.


With the price estimation software, you can value out particular person duties, set an hourly fee, and calculate total mission prices.


Plus, you possibly can simply entry your dwell initiatives, in addition to your take a look at initiatives, proper from the primary dashboard.



Open any of your initiatives proper from the primary dashboard.

While your chatbot is difficult at work, you possibly can obtain an inventory of all of your leads, quote requests, and price estimates as a CSV.


Access transcripts of previous conversations with leads, so you will have all the data it is advisable determine the perfect outreach strategy.


QuoteGuidelines additionally affords dwell chat handover, so clients can hook up with a dwell assist agent in the event that they want any additional help.


You may even preserve all the things organized with notes and labels, which is tremendous necessary whereas your leads listing simply retains on rising.


Quote requests





QuoteGuidelines makes it simple to gather quotes requests and price estimates from new leads.

With QuoteGuidelines, you possibly can view, edit, and share your proposals from a handy dashboard.


Personalize proposals together with your firm brand and signature earlier than you share them with prospects.


It’s additionally a breeze to share this data—simply print your proposals and obtain them as a CSV or PDF.


Proposal




You’re capable of personalize your proposal with an organization brand and signature.

You can combine the chatbot into your web site, cell app, or touchdown web page with out breaking a sweat.


The Zapier integration additionally allows you to join QuoteGuidelines with apps like Salesforce, Zendesk, and Google Sheets. Plus, you will get notified through email or Slack.


That means, you’re capable of robotically replace databases if you get new leads and preserve workforce members on the identical web page.


Best of all, your lead information is at all times secured with information encryption and password prompts.


Integrations



Integrate QuoteGuidelines with Zapier to entry instruments like Slack, Gmail, and Twilio.

You must put within the hours to develop your online business, however manually producing quotes doesn’t really feel productive. (“Could we factor me having to do math into the final cost?”)


QuoteGuidelines helps you join with extra certified leads and generate customized quotes or proposals in document time.


Let an AI assistant take the lead.


Get lifetime entry to QuoteGuidelines at this time!

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