Delivering a quote is about much more than presenting pricing. Buyers expect an intuitive, interactive experience that makes it easy to review options, ask questions, approve purchases, and complete transactions online. The NorthStar QuoteValet template for QuoteWerks was designed with exactly that goal in mind.
NorthStar represents the next generation of QuoteValet templates, replacing the traditional online quote with a modern, customer-focused interface that streamlines the entire quote-to-cash cycle.
The NorthStar template features a clean, responsive design that presents quotes in a professional and easy to navigate format. Rather than simply displaying a PDF online, NorthStar transforms the quote into an interactive webpage that guides customers through every stage of the buying process.
The updated interface reduces friction, improves readability, and creates a polished experience that reflects the professionalism of your organization.
One of NorthStar's greatest strengths is its interactive functionality. Customers can engage directly with the quote instead of requesting multiple revisions from the sales team.
Key capabilities include:
Selecting optional products and services
Adjusting quantities on approved line items
Viewing pricing updates instantly
This flexibility helps eliminate unnecessary email exchanges and allows customers to build the solution that best meets their needs.
Improved Collaboration
NorthStar keeps communication within the quoting process by providing built-in customer actions. Rather than leaving the quote to send separate emails, customers can:
Submit questions directly to the sales representative
Upload supporting documents
Review attached Terms & Conditions
Access other active quotes associated with their organization
Keeping these interactions within QuoteValet creates a more organized sales process while reducing delays.
Editable Delivery Information
Shipping errors can create unnecessary order delays. NorthStar allows customers to review and update delivery information before accepting the quote.
By enabling customers to correct addresses or delivery details themselves, businesses can reduce fulfillment mistakes and improve order accuracy.
The acceptance workflow has also been modernized. Customers can:
Rather than simply recording a "yes," NorthStar collects all the information needed to move directly into order processing.
Once the quote has been approved, customers receive clear next steps. They can:
This provides confidence that the transaction has been completed successfully while minimizing post-sale confusion.
Light and Dark Mode Support
NorthStar also introduces a customer selectable Light Mode and Dark Mode interface. Although primarily a visual enhancement, it reflects the modern web experience users have come to expect and improves accessibility for customers who prefer darker viewing environments.
Benefits for Sales Teams
While NorthStar improves the customer experience, it also provides measurable benefits for sales organizations:
Faster quote approvals
Fewer quote revisions
Reduced administrative work
Better customer engagement
More accurate order information
A shorter quote-to-cash cycle
Sales representatives spend less time managing revisions and more time closing opportunities.
Flexible Adoption
New QuoteValet customers automatically receive the NorthStar templates as their default experience. Existing QuoteValet users can migrate when it best fits their business.
This optional adoption approach allows organizations to evaluate the new interface, test existing workflows, and transition at their own pace without disrupting active sales opportunities.
For Step-by-Step Instruction on How to Begin Using the NorthStar Templates:
Summary
The NorthStar QuoteValet template represents a significant evolution in how QuoteWerks delivers quotes. By combining a modern interface with interactive quoting, electronic acceptance, document sharing, payment integration, and streamlined communication, NorthStar helps organizations create a more engaging buying experience while simplifying internal sales processes.
For businesses looking to modernize their quoting workflow without sacrificing the powerful capabilities of QuoteWerks, NorthStar provides a compelling solution that benefits both customers and sales teams alike.
If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.
For international customers and technical support, click here.