Customer quotes and approvals
Make every quote easy to say yes to.
Send a finished golf cart quote with clear pricing and coverage choices the customer can select. They can approve in one click, and your team can see when they open it and what they choose.
Quoter Customer quote workspace
YOUR CART
2023 Yamaha Drive2 EV
Premium custom build · Main showroom
Rear seat · Premium lights · Lift kit
Cart and custom package$12,500
CoverageIncluded
Sales tax (6%)$750
Total$13,250Ready when you are
Review your finished quote and approve in one click.
✓ Quote approved
↓ PDF copy ready · No internal costs shownYour selected coverage and final total are recorded on this quote.
From proposal to approval
Turn a finished build into an active buying experience.
The quote is not the end of the sales conversation. Quoter gives the customer a clean link and PDF, makes upgrades easy to understand, tracks views, and keeps the final approval attached to the deal.
01 / Customer experience
Give the customer one clear place to decide.
Send a secure quote link with the cart, build, taxes, total, and coverage choices together. The customer can revisit it or download a customer facing PDF.
See it in a demoQTQUOTER / CUSTOMER QUOTE•••
QUOTE READY FOR MAYAOne link. The whole build.
2023 Yamaha Drive2 EV · Rear seat · Premium lights · Lift kit
Cart and custom package$12,500Sales tax$750Total$13,250
02 / Rep visibility
Know when the quote becomes a conversation.
Customer views and approval activity stay with the deal. Reps can follow up with context instead of wondering whether the proposal was opened.
See it in a demoQT-00149 / ACTIVITYCustomer decision timeline
- Quote sentSecure link delivered to Maya Carter
- Customer viewed quoteBuild and total opened
- Coverage reviewed3 year protection offered
- Customer approvedDecision saved with the deal
On the sales floor
The value shows up at the decision point.
One dealer’s first live customer quote showed what can happen when the offer appears beside the final decision. The other moments here show the activity Quoter can keep with a quote.
Warranty upsell added
On one dealer's first use of the Quoter customer experience, the buyer selected a $1,500 warranty upsell. The value was presented at the decision point, not buried in a follow-up conversation after the quote was sent.
Observed on one dealer’s first live quote. Outcomes vary.See the quote get opened.
Views appear on the deal timeline so the rep has a real reason to follow up.
Product workflow exampleKeep the yes attached.
Customer approval stays with the quote and can notify recipients configured for that location.
Product workflow exampleOne connected decision
Make the quote do more than state the price.
Put the complete build, a relevant offer, a clear decision window, and an easy approval in the same customer experience.
Get a demoCapabilities
Everything needed to move from quote to yes.
Each part of the customer handoff has a clear job: explain the build, present the offer, create a decision window, and record the response.
01 / Clear proposal
Show the full build without showing internal costs.
Present the cart, accessories, labor, taxes, and customer total in a quote that is ready to share.
Explore with QuoterCUSTOMER VERSION2023 Yamaha Drive2 EV
Cart and build$12,500
Sales tax$750
Total$13,250
Internal cost details stay with your team.02 / Relevant upsells
Offer protection where the customer chooses.
Place included and paid coverage options beside the approval action so the buyer sees the difference while reviewing the quote.
Explore with QuoterCHOOSE YOUR COVERAGE
Included coverageIncluded with your cart$0
3 year protectionExtended coverage+$1,500
Customer selects the offer before approval
03 / Link controls
Give the customer a link with a clear window.
Send a secure customer link, make the PDF available, and set an expiration date when the offer needs a decision window.
Explore with QuoterCUSTOMER LINK
app.cartquoter.com/q/••••••↗
Link statusActive
PDF downloadReady
Offer window30 days
04 / Approval handoff
Get the decision to the team that moves it forward.
Approval is recorded with the quote. For configured locations, the first approval can email an internal PDF to the dealership team. Part identifiers in that email are optional by location.
Explore with QuoterDEALERSHIP NOTIFICATION
✓Quote approved by Maya Carter
QuoteQT-00149
Customer total$14,840
How it works in Quoter
From internal review to a recorded yes.
Review the customer version, send the link, then follow the activity and final decision from the same deal.
Review the proposal
Check the customer-facing presentation and choose how line-item prices appear.
Send the quote
Email the customer a secure link with a concise, editable message.
Follow the decision
See the activity timeline and preserve the customer's approval on the deal.
Quote conversion ROI
Estimate the value of a modest close-rate lift.
Model the annual gross profit opportunity if clearer quotes and better-timed follow-up improve conversion by a few points.
Estimated annual gross profit opportunitysent quotes × close-rate lift × gross profit per sold deal
Quoter
Keep the momentum after the quote leaves the desk.
Show customers the complete deal, know when they are ready, and keep the final yes with the quote.