Quotly

Quotes the seller can see have been opened, not guessed at

Quotly is a digital quote tool that lets B2B sellers send, track and get quotes accepted online instead of as static files in an email thread.

Software

The situation

Many B2B companies still send quotes as PDF or Word files by email. That means the seller does not know whether the customer has opened the quote, looked through it several times or forgotten it entirely, and follow-up becomes a guess rather than a decision based on data.

BEZT's role

BEZT owns, develops and runs Quotly as its own product.

The solution

By moving the quote from an attachment to a web page the customer opens, it becomes possible to see when the quote has been reviewed. That makes follow-up more precise, because the seller can react to actual behaviour instead of guessing.

Quotly was built because the quote process in many B2B companies still works the way it did twenty years ago: a document is sent off, and the seller waits and hopes. There is no insight into whether the customer has opened the quote, let alone how far they are in their decision.

By moving the quote from an attachment to a web page the customer opens, it becomes possible to see when the quote has been reviewed. That makes follow-up more precise, because the seller can react to actual behaviour instead of guessing.

Digital acceptance also means the customer can confirm a quote with a click, which removes some of the friction that otherwise comes with printing, signing, scanning and sending back.

Quotly is, like LeadMan, a product BEZT has built and runs itself, and which is continuously developed based on how sales teams actually use the quote process in practice.

What we built

04 parts

  1. Web-based editor to build quotes with text, prices and product lines
  2. Quotes the customer opens and reviews directly in the browser
  3. Tracking of whether and when a quote has been opened
  4. Digital acceptance so the customer can confirm the quote without signed PDFs going back and forth

Contact BEZT

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