Quote Builder may become your sales reps’ new favorite tool.
Ready to streamline your sales interactions? Or simply improve efficiency? This straightforward web app is designed to make it easy for your sales team to place an order anywhere. It integrates smoothly with platforms like Showpad and CRM systems such as Salesforce, shortening the sales cycle and standardizing your ordering process.
Capture the Lead
Quote Builder collects essential customer information — like name, email, company name, and more — making it easy to build a detailed customer profile. All this data can be saved and accessed later, even when offline.
Tailor Your Pitch
With powerful filtering options, Quote Builder helps sales reps quickly identify and present products that match customer interests. Say you’re selling snowboards. Now you can instantly filter gear options based on target audiences like men’s or women’s, board shape, length, and bindings. Customers see only the most relevant products, making their ordering experience smoother, and your sales rep’s sale, easier.
Put the Specs at Their Fingertips
Show customers detailed product information right on the spot. Sales reps can provide sell sheets and product details within this ordering tool, allowing customers to dig deep into the products they are most interested in. Customers feel confident in their purchase and the sales team has the information they need to close the deal.
Build Within the Budget
Sales reps use the Quote Builder’s dynamic pricing filters to focus on products within the customer’s budget. Adjust quantities, identify add-ons, and upsell items easily, keeping the customer informed about the total budget along the way. This transparency builds trust and ensures a smooth checkout process. The app calculates all the pricing, so customers can instantly see their final budget.
Close the Sale
When it’s time to finalize the sale, customers can accept the terms and conditions right in the app. This digital signature capability reduces paperwork and makes the transaction more efficient. Even when offline, sales reps can save the order and sync it later when an internet connection is available, ensuring no data is lost.
Deliver Comprehensive Documentation
Quote Builder can generate a PDF of the customer’s order details, which can be emailed for their records. This can even be tracked so the rep can see if the customer opened the PDF. This feature ensures clear communication and provides a reliable reference for both the customer and the sales rep.
Why Try Quote Builder?
Easy Integration: Connect with CRM systems like Salesforce and sales enablement platforms such as Showpad, keeping your sales data up-to-date.
Enhanced Customer Experience: Tailored product filters and real-time information provide a personalized shopping experience.
Efficiency and Accuracy: Real-time pricing calculations, digital signatures, and comprehensive order management streamline the sales process.
Offline Capability: Work efficiently even without an internet connection, ensuring your sales process is never interrupted.
Give Quote Builder a Try
Curious how Quote Builder can simplify your sales process? Let’s schedule your demo, and learn how your sales team can work smarter and more efficiently.
People Productions helps drive sales enablement best practices. Check out our work for examples and inspiration that can help take your sales team to the next level.
Empower your sales team to make the sale anywhere
Schedule your free demo now. Contact us: call 303-449-6086, email Don Poe, or submit the form below. Your request will be answered within one business day.
