FAQ

Yes, we offer a 14-day free trial. You can cancel at any time during the trial period and you won't be charged.

TailorQuote is a SaaS software that enables businesses to set up quoting calculators on their websites. It allows website visitors to input their specific requirements, and the calculator dynamically calculates the price, providing instant quotes without the need for spreadsheets or human intervention.

Businesses integrate TailorQuote on their websites and define a set of logic that determines how prices are calculated based on user inputs. Visitors then input their details into the calculator, and TailorQuote dynamically processes this information to generate an accurate quote on the spot.

Absolutely! TailorQuote is designed to handle complex business models but displaying them to customers with a few simple inputs. Your customers can easily input their specific requirements into the calculator, and the system will intelligently process the information to generate accurate quotes based on the modelling of your business.

Yes, you have the flexibility to manually adjust quotes as needed. TailorQuote allows for post-calculation modifications, ensuring that you can accommodate any changes or negotiations that may arise.

TailorQuote streamlines the quoting process for your sales team. Automated quotes provide a foundation, and your sales team can focus on refining details, addressing customer concerns, and closing deals more efficiently.

TailorQuote goes beyond time-saving; it fundamentally transforms your business dynamics. By providing transparent pricing and a product-focused offering, TailorQuote creates an environment where customers are less likely to negotiate. This transparency fosters trust, and in general, customers are more inclined to make timely payments. The result is not just operational efficiency but also improved cash flow and a stronger foundation for the financial success of your business.

TailorQuote includes validation checks to minimize errors, but if incorrect data is input, the system allows for manual review and adjustment - either before manufacturing or during a installation. This ensures that final quotes accurately reflect the customer's actual project.

Being transparent about your prices is a key aspect of modern business. It makes your business more approachable for the new generation of consumers and reduces the likelihood of price negotiations. Transparency builds trust with customers, allowing for a smoother and more efficient sales process. You can still use promotion codes to offer discounts to specific customers.

Yes, TailorQuote can function as a powerful CRM system for your business. It allows you to manage leads efficiently by providing a comprehensive list of all open leads, including their contact details and current stage in the sales process. This feature enables you to follow up with leads, track their progress, and mark them as sold when the deal is closed. Moreover, if a customer requires adjustments in the quote, you can easily make those modifications. Once a deal or opportunity is successfully closed, TailorQuote allows you to seamlessly convert it into a project for further management and execution.

Absolutely! TailorQuote provides insightful analytics to help you track the performance of your quotes and sales activities. You can view metrics such as quote conversion rates, customer interactions, and successful deal closures. This data empowers you to make informed decisions, optimize your sales strategies, and continuously improve the effectiveness of your quoting process.

Automated quotes eliminate the need for manual calculations and back-and-forth communication. This efficiency allows your sales team to concentrate on building relationships, addressing specific customer needs, and closing deals faster.

Absolutely! TailorQuote offers robust project management capabilities designed for solution projects. The platform includes chat functionality to facilitate communication among all project stakeholders, sharing updates, measurement data, site visit information, and other crucial details to ensure everyone is on the same page. Additionally, TailorQuote allows you to schedule appointments, such as site visits, directly within the system. The stage functionality enables you to set up standard project stages, providing a Kanban board view for easy tracking. Examples of stages include Site Visit, Size Confirmation, Manufacturing, Delivery, and Installation, allowing you to manage and monitor your projects seamlessly.

TailorQuote allows you to capture customer contact information during the quote process. In fact calculators have been proven to capture more contact information than other methods, ensuring that you can follow up and maintain communication with a larger part of your cusotmers. You can choose if the information is captured before or after the final price is shown.

This is a feature we are working on. This feature will help secure commitments and streamline the sales process.

Yes, TailorQuote allows you to set up custom promotion/customer code to adjust pricing to specific customers. This feature is useful for offering discounts, promotions, or personalized pricing for long-term customer.

- **Link:** Yes, TailorQuote provides a unique link that you can share on your website. Customers can click the link to access the quote calculator directly. - **Embeds:** Alternatively, TailorQuote offers easy-to-use embed codes that allow you to seamlessly integrate the quote calculator directly into your website, providing a more cohesive user experience.

TailorQuote offers a money-back guarantee within 30 days. If you encounter any issues or are unsatisfied with the service, you can send us an email within 30 days - no questions asked.

Currently, TailorQuote primarily supports online payment methods. However, if you have specific payment requirements, please contact us, and we will do our best to accommodate your needs.