Increase customer relations
with augmented quotes and invoices
Transform your quotes and invoices into real engagement tools: information gathering, contact, detailed explanations or additional sales, transform this pivotal stage of the sales process into a moment of exchange around your solution.
The augmented quote
The signing of a quote or a sales proposal is always a pivotal step in a commercial discussion, which may lack warmth or raise questions from your customer. Improve your customers’ engagement rate right on time with augmented quote
Facilitate contact
Include contact links (phone, email…) so that you can be reached quickly and easily from a mobile or landline.
Document it
Add your editorial content: video files, audio explanations, annexes, useful links…
Socialize
Surprise your customer with a personal video and a friendly message in addition to your offer, directly on your quote.
Take action!
Get notified by email as soon as your quote is opened and get detailed statistics (number of views, pages opened, reading time, items clicked, etc.)
Discover augmented quote
Click on the cover image on the right to open an example of an augmented quote: contact links, animations, video…transform the quote stage into a moment of exchange and conviviality.
The augmented invoice
The PDF invoice is a timeless element in customer relations. A real issue for the sender, it is often subject to questions from the receiver. Too formal, it is nevertheless a unique opportunity to address its customer and deliver a message.Transform your PDF invoices into a space of dialogue and upgrade your customer relations.
Useful links
For example, make it easy for your customers to access their personal space on your platform by integrating a direct access link
Deals and promotions
Take advantage of the available space in and around your invoice to display your current promotional offers or those of your partners
Details and precisions
Your customers keep contacting you for explanations? Display its directly on your document
Take action!
Get notified by email as soon as your quote is opened and get detailed statistics (number of views, pages opened, reading time, items clicked, etc.)
To sump up
No more one-way invoices and quotes, take advantage of these inherent steps in the customer relationship as unique opportunities to exchange with your customer and communicate about your news.
1
Create
your quotes using the tools of your choice. Our solutions work independently.
2
Augment
your quote or invoice with custom messages and useful links
3
Monitor
your client’s progress in your dashboard
Improve your invoices and quotes now
Contact-us for a demo, our team is waiting for your call
