We have been needing a quoting solution for our own business for a while that allowed us to easily create quotes and send them to the client to review and then allows us to track what actions the customer is taking with those quotes and also allows the customer to accept and pay for the quote right then and there, and we wanted all of this to tie into our Infusionsoft app. We have also had requests from many our Infusionsoft clients for a tool that would allow this kind of functionality.
What it does
It allows you to create quotes quickly and easily, and then send those quotes to your client, track their actions with the quote, and allow them to pay for the quote, and syncs this all with Infusionsoft allowing you to run automation when quotes are sent out, received, accepted and rejected.
How I built it
Challenges I ran into
Making the quotes powerful and flexible in the options you have for creating them, but at the same time trying to keep the UI as clean and simple as possible.
Accomplishments that I'm proud of
We feel like this has simplified the quoting process, so instead of writing up an email with all of the quote details just in a plain text email or creating a Word doc, you can now send a nice looking mobile friendly quote that allows the client to accept and pay for the project.
What's next for Hero Quote
Hero Quote is still new, and we have alot of cool ideas of features and benefits we would like to implement such as quick pay links, which would essentially be a way to quickly send out an email with a link in it for a specific Infusionsoft order that has a balance due, and allow the user to just click the link and see the basic order information and pay the balance due. We feel this will help close the loop on collecting money after a project is fulfilled or a payment comes due. This is just one of the many ideas we have for stream lining the sales and quoting process, that we would like to implement. Also customer feedback will play a big part in the new features and benefits we implement in Hero Quote.