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Customer quotes and approvals

Make every quote easy to say yes to.

Give every golf cart customer a polished, interactive proposal with clear options, a direct approval path, and a buying signal your reps can act on.

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QT Quoter Customer quoteInteractive sample quote
Inputs

Follow the customer decision

Choose a sample customer quote input

Quoter Customer quote workspace

Customer proposalApproved
QT-00149 / Customer activityRobert ChenApproved
CUSTOMER QUOTE

2023 Yamaha Drive2 EV

Premium custom build / Main showroom

Cart and custom package$12,584
Sales tax$786
Total$13,370
  1. SentEmail delivered to Robert
  2. ViewedCustomer opened the quote
  3. ApprovedCustomer accepted QT-00149
Customer decision recorded on the quoteView accepted deal
Outputs

A clear next step

DeliverySecure link
ActivityApproval recorded
Next stepNotify the team
Change the input to see how the Quoter workspace and output respond.Illustrative product view · Sample data

See it in the deal

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, records every view, and keeps the final approval attached to the deal.

Try the customer handoff

Follow the quote after it leaves the desk.

Move through the activity signals that help a rep follow up with context instead of guesswork.

STEP 01 / 03 Live quote

Deliver one durable customer link.

The customer receives a clear proposal without exposing the dealership’s internal cost details.

Delivery status
Sent
Deal data
  • CustomerMaya Carter
  • DeliverySecure quote link
  • DownloadPDF ready
Build progress
1 of 3
STEP 02 / 03 Live quote

See when customer interest becomes active.

The quote timeline records the customer view so the rep knows the proposal has attention.

Customer activity
Viewed
Deal data
  • First viewed12:42 PM
  • Latest activityJust now
  • Rep signalFollow-up ready
Build progress
2 of 3
STEP 03 / 03 Live quote

Record the yes on the deal.

Customer approval stays with the quote and triggers the configured dealership notification workflow.

Decision
Approved
Deal data
  • Customer decisionApproved
  • SignatureRecorded
  • Deal activityCRM ready
Build progress
3 of 3

Observed on the first live quote

$1,500Warranty upsell added

The customer saw the protection option and chose it.

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.

  • Offer included and paid coverage choices in the customer view.
  • Use quote expiration to create a clear decision window.
  • Notify the rep when the customer returns, views, or approves.
Observed first-use result from one dealer. Outcomes vary.

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 opportunity$90,000sent quotes × close-rate lift × gross profit per sold deal

Built into the deal

Keep clarity, urgency, and follow-up in one handoff.

Review the customer version

Control how the cart, accessories, included items, taxes, and totals appear before sending.

Send a durable quote link

Give the customer a clear proposal they can revisit without exposing internal cost details.

Record the response

Keep delivery, customer views, and approval events with the quote for the sales team.

How it works

From internal review to a recorded yes.

  1. 1

    Review the proposal

    Check the customer-facing presentation and choose how line-item prices appear.

  2. 2

    Send the quote

    Email the customer a secure link with a concise, editable message.

  3. 3

    Follow the decision

    See the activity timeline and preserve the customer's approval on the deal.

Quoter

Keep the momentum after the quote leaves the desk.

See how Quoter connects the cart, the build, the margin, and the customer decision.

Get a demoSee the complete sales workflow →