Tablet Quoting for Field Sales
QuoteValet Mobile: Simple Tablet-Based Quoting Software
QuoteValet Mobile is built for service reps and sales teams who need to create simple quotes on a tablet while meeting with customers.
Whether you are onsite, in a showroom, or working a tradeshow booth, you can quickly build a quote from a template, send it, and let the customer review, sign, and pay immediately.
Best for simple, in-person quotes on a tablet—not a full CPQ system.
Requires the Balanced or Pinnacle edition of QuoteWerks Web.
Create fast, low-friction quotes in the field and close deals on the spot.
Real-World Use
Built for In-Person Selling Moments
When speed matters more than complexity.
QuoteValet Mobile is particularly useful for quick, small orders where you want to capture the deal immediately.
Common scenarios:
- Service reps creating quotes onsite
- Sales teams working tradeshows or events
- Booth sales where you need to take orders quickly
- Simple product or service quotes that don’t require complex configuration
Instead of going back to the office, you can create the quote, send it, and move the deal forward while the customer is still engaged.
How It Works
Simple Setup. Template-Driven Quoting.
Minimal setup with a streamlined mobile experience.
QuoteValet Mobile requires little to no setup. It works as an extension of QuoteWerks Web using your existing login credentials.
To get started:
- Enable templates in QuoteWerks for mobile use
- Log in using your QuoteWerks credentials
- Create quotes from predefined templates
The experience is intentionally template-driven to keep quoting fast, consistent, and easy to use in the field.
What Makes It Powerful
Quote, Present, Sign, and Get Paid
Everything needed to close simple deals without slowing down the conversation.
Once a quote is created, the QuoteValet engine takes over:
- Customers receive the quote instantly by email
- Review the quote on their phone or device
- Select options you provide
- Electronically sign
- Pay by credit card
This allows you to move quickly during in-person conversations without interrupting the flow. The customer can complete the process immediately or later when time permits.
No apps required. Customers can review, sign, and pay directly from their phone.
Visibility and Control
Track Quotes in Real Time
Know exactly what has been signed and paid.
The Documents tab provides an instant overview of your mobile quotes, including:
- Visual indicators for accepted quotes
- Status of paid quotes
- Quick access to open and present quotes
From this view, you can quickly hand your tablet to your customer to complete signing and payment.
Key Difference
QuoteValet Mobile vs QuoteWerks Web
Two tools for different parts of your sales process.
QuoteValet Mobile (Tablet Quoting):
- Simple quoting software for tablets
- Template-driven for speed
- Limited configuration by design
- Best for onsite quotes and immediate action
QuoteWerks Web (Full CPQ Software):
- Complete CPQ and quoting software platform
- Advanced pricing, integrations, and workflows
- Built for complex quotes and deal management
- Central system for building and managing quotes
Bottom line:
Use QuoteValet Mobile to capture the moment. Use QuoteWerks Web to manage the full quoting process.
FAQ Section
Frequently Asked Questions About QuoteValet Mobile
Common Questions About QuoteValet Mobile
Below are answers to common questions about QuoteValet Mobile, including setup, supported devices, quote changes, templates, pricing, and how customers can review, sign, and pay from their phone.
QuoteValet Mobile is included at no additional cost with an active QuoteValet, Balanced, or Pinnacle subscription. There is no separate license or add-on required specifically for mobile quoting. As long as you are using QuoteValet and meet the edition requirements for QuoteWerks Web, your team can start using QuoteValet Mobile for tablet-based quoting immediately.
Yes. QuoteValet Mobile requires the Balanced or Pinnacle edition of QuoteWerks Web, along with an active QuoteValet subscription. This ensures that you have access to the templates, workflows, and QuoteValet functionality needed to support the mobile quoting experience. If you are currently on a different edition, upgrading will unlock the ability to use QuoteValet Mobile.
No. QuoteValet Mobile is fully browser-based and runs in the cloud. There is no app to download or install on your tablet. You simply log in using your QuoteWerks credentials through a supported browser such as Chrome or Safari. This makes it easy to get started quickly and eliminates the need for device management or software updates.
Quotes are created using predefined templates that are set up in QuoteWerks. Once a template is enabled for mobile use, it becomes available in QuoteValet Mobile for your team. This template-driven approach keeps the process fast and consistent, allowing sales reps to generate quotes in minutes without needing to build everything from scratch.
Yes. In addition to using templates, you can add ad hoc items on the fly or include products and services from other templates that have already been uploaded to QuoteValet. This gives you flexibility while still maintaining a streamlined quoting experience designed for speed.
Yes. If a quote needs to be updated after it has been created or sent, you can open it in QuoteWerks, make the necessary changes, and then update it on QuoteValet. This ensures that your customer always sees the most current version of the quote without needing to start over.
Yes. QuoteValet Mobile supports both customer-facing introduction notes and internal notes. Introduction notes can be used to provide context or messaging directly to your customer, while internal notes allow your team to capture additional details that are not visible to the customer.
Once the quote is created, it is sent to the customer by email. The customer can open the quote on their phone or any device, review the details, select options if available, electronically sign, and submit payment by credit card. This process is designed to be simple and frictionless, allowing customers to complete everything quickly without needing to install any software.
No. QuoteValet Mobile is intentionally designed for simple, fast quotes created on a tablet. It is not a full CPQ (Configure, Price, Quote) system. For more complex quotes involving advanced pricing, configurations, integrations, or workflows, QuoteWerks Web should be used as your primary quoting platform.
QuoteValet Mobile is built using modern HTML5 technology and works on WebKit-based browsers such as Google Chrome and Safari. It is optimized for tablet use, with the Apple iPad being the recommended device. Most modern tablets and mobile browsers will provide a smooth experience.