Mobile Quote 2.0 has been redesigned to provide a more intuitive, expedient and visually impactful experience. It also makes it easy for industry salespeople to seamlessly generate a project scope and pricing estimate for client review and approval during the initial client meeting.
The data collected is then instantaneously transferred into D-Tools SI for further design development and project management. This eliminates the need to transfer handwritten notes into instructions for system designers.
“Simply stated, Mobile Quote 2.0 shortens the sales cycle, cuts the proposal creation time in half, reduces the likelihood of multiple proposal revisions and eliminates the competition by having the client sign off on a scope and budget, and even pay a design retainer, in the very first client meeting,” says D-Tools chief executive Randy Stearns.
The Mobile Quote 2.0 enables salespeople to be as general or as specific as they require and has a built-in design retainer calculator for system integrators that collect a design retainer. The app also requests client approval via e-signature, allows D-Tools customers to collect the design retainer, or even contract deposit, on the spot using their preferred mobile payments solution and supports iOS gesture controls and input methodologies.
“Ultimately, the goal of Mobile Quote 2.0 is to drastically improve the sales success rate and production capacity of salespeople, while at the same time increasing the throughput for system designers,” says Randy.