The team at Valiant Solutions were looking for a way to help their sales teams get an edge in a competitive market. They believed that automatically generated, custom-branded quotes would help them stand out in a sea of generic window quotes.
We built their team a custom PDF generating server and integrated it directly with their Jobber account. The platform would listen for the creation of new quotes, pull the information from them, generate a custom-branded PDF, and either reattach the quote to the original Jobber entry or email it to the Valiant Solutions sales team.
By helping their quotes stand out from their competitors, the Valiant Solutions team estimate that the new platform helped they increase their sales close rate by 5 - 8%, leading to a strong uptick in closed revenue.
