July 30, 2021

Automate your Quoting Process with AQ’s Quote Acceptance Feature

Automation has been gaining traction in many sectors, including FES. This strategy has been further accelerated by a need to adapt in the evolving market we've seen take shape during the past year. The truth is that automating operations can have a beneficial impact on business revenues when data is analyzed and new tools are implemented.

AQ's software is built to ease accessibility to tools like these for our customers. Our team recently extended accessibility to the Quote Acceptance feature to all users on AQ’s platform. A tool that was initially available to dealers only, the Quote Acceptance feature now allows all active users to provide customers with viewing access to their quotes online. In this blog, we dive into all the benefits that implementing this tool provides for both our users and their customers.

Work Smart, Sell Fast with Quote Acceptance

First, let’s break down what the Quote Acceptance feature is and how it’s connected to our software. Quote Acceptance is an opt-in tool that allows your customers to view quotes online, eliminating the need for mountains of paperwork that are used in a traditional selling process. Another benefit of the solution is its emphasis on automation.

Digital automation has been gaining traction across many sectors, including FES. AQ’s team has added this element to our software updates in order to simplify the ease of use of our tools for customers. An example of this initiative is the ability for AQ users to share a link to an online quote with their customers through an email. The customer can then click on the email link and access the quote on a web browser, eliminating the need to create a PDF document that you’d have to attach and that the customer would then need to download to view. Having to download a file can be especially tedious for customers when edits to quotes are requested and the Quote Acceptance feature eliminates this extra step.

Customized Communications That Fit Your Needs

Another benefit of the feature is its ability to support your customization needs. With Quote Acceptance, you can include all the product documents you want when sending a quote and expect to receive alerts with real-time notifications via email with status updates. Additionally, you can keep up with a quote’s activity and view the history in the Details panel of your AQ project. Your customers can also take advantage of customizing their needs when needing to share notes or change requests through AQ, streamlining communications between the two parties to move the quoting process faster.

Signed, Sealed, and Delivered Digitally

With an online viewing option, your customers can make purchasing decisions with the click of a button. Whether they approve or deny a quote, the system automatically sends you an update on where the deal stands. It even displays whether they’ve viewed the email you sent. Once an agreed-upon price is met, the customer can then sign the form online, pushing the sale through your pipeline faster. You can take advantage of the Quote Acceptance tool today by adding it to your quoting process today.

Related links: Leveraging Surcharge Recovery Technology to Maximize Revenue, ICYMI: Introducing Quote Acceptance

Alex Cruz - Marketing Associate

Alex is a Marketing Associate at Revalize, AQ's parent company. Her focus is on delivering innovative content to our clients through our digital platforms. She brings with her years of experience in various B2B industries that enable her to provide a fresh perspective to our customers.

Let’s Talk

To learn more about publishing with AutoQuotes, subscribing to AutoQuotes, questions about our products and solutions, or to schedule a demo contact the AutoQuotes sales team at sales.uk@aq-fes.com

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