Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

The amount of time it takes you to reply to prospects can make or break deals. When GadellNet needed a faster way to produce sales quotes, they turned to Formstack to automate their sales quote process.
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GadellNet helps businesses grow by ensuring their technology runs efficiently, powerfully, and seamlessly. Their team of IT specialists and technology consultants provide strategic IT services and support to organizations across the country.
IT Consulting
2014
Automated Price Quotes
Forms
Conditional Logic, Calculating Fields
Customer Story

Empowering Your Sales Team with a Price Quote Tool

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Customer Story

Empowering Your Sales Team with a Price Quote Tool

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About the Episode
Episode Highlights
Meet our Guest

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Customer Story

Empowering Your Sales Team with a Price Quote Tool

Customer Story

Empowering Your Sales Team with a Price Quote Tool

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Introduction

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Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Panelists
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Infographic

Empowering Your Sales Team with a Price Quote Tool

When GadellNet needed a faster way to produce sales quotes, they turned to Formstack to automate their sales quote process.
Download InfographicDownload Infographic

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

Challenge

When members of the sales team met with prospects, they were unable to quote prices on the spot. They had to do a lot of back-and-forth communicating with the CEO, which created a major bottleneck. The sales process was slow, tedious, and difficult to track, and it sometimes led to lost sales.

Solution

When meeting with a prospect, their Formstack sales quote form guides the sales rep’s conversation and collects important data like equipment needed, users, and support needs. The form then automatically calculates a price quote dependent on the answers, and it can be easily adjusted in real time. Once the quote is finalized, an email is automatically sent to billing for proposal creation.

Results

We have about 40 different forms we use across the company. Formstack’s logic and mathematic functions have been indispensable for what we do.
Nick Smarrelli
CEO at GadellNet
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Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.