Your brand
Set once · your cost, per unit, per month
Optional · how you sell minutes over the pool
Set once · allowance built into the product

These are the numbers you pay, not the numbers your customer sees. Enter your cost here once, set your markup on the main screen, and the quote prints your customer price. The figures shipped here are placeholders. Replace every one with your own contracted cost before you quote anybody.

Step five · Quote builder

Six answers. Your margin. A quote.

You already asked the questions on the call. Put the numbers in, drag your markup, and print the sheet in your own brand. Your cost stays on your side of the screen. The six questions to ask →

Step one

The six questions

The same six you asked on the call. Put the numbers in and the quote builds itself. See the questions to ask →

01
How many people work in the business? Count the org chart, not the phone bill. Back office and field staff get the same seat at the same price without an extension. Leave managers out here, they are the next question.
people
02
How many of them are managers? Expanded After Call. Each manager takes a base seat plus this, and it adds manager-level views of the team's conversations and open tasks.
people
03
How many teams need their own alerts? Base access covers the first group. Every group after the first is Expanded First Alert, and each one adds 3,000 minutes to the account pool.
groups
04
Do they want to write their own alert conditions? The included conditions come as standard either way. Writing your own takes Expanded First Alert, so a business running a single group picks up one here.
05
Do they need Insights Hub beyond the shared account view? Expanded Insights Hub. One view across the whole account is already included without it. Confirm the current scope of this option with us before you quote it.
06
Roughly how many minutes a month do they talk? Total across every seat, not per person. The allowance pools at the account level, so nobody hits a personal cap.
min
Step two

Your margin

One slider. Everything your customer sees already has it applied, and your own cost never appears on the quote.

Your markup

Drag it and watch the quote move. Everything your customer sees, on the right and on the printed sheet, already has this applied. Your own cost never appears on the quote.

30%23% margin
0% 150%
Your cost, per seat$7.00
Customer pays, per seat$9.10
You keep, per seat$2.10
Step three

The quote

Scroll down for the printable sheet in your own brand, or print it straight from the buttons on the right.

Your customer pays each month
$0
Base access$0
Expanded After Call$0
Expanded First Alert$0
Expanded Insights Hub$0
Overage bucket$0
Internal only, never printed
Your cost$0
Markup applied0%
Your margin each month$0
Over twelve months$0
This box does not print and is not in the copied text. The quote sheet below shows your customer price only.
Seats0
Alert groups0
Included in the account pool0
Estimated account use0
Overage bucket to build in0

Proposal

Conversation intelligence
on the phone service you already have

No new vendor. No new technology. It enables on the seats you already pay for.

Your
logo
here
Prepared for
Customer
Relationship manager
 
Date
Valid for
14 days from this date

What every seat gets on day one

Hang up. Commitments captured.

The summary, and every promise made in the call captured as a task with an owner and a due date. Searchable history, and summaries land in email so nobody has to log in.

Seen in minutes. Saved in time.

Alerts on keyword, sentiment, or topic, reaching the managers you choose within minutes of hang-up. The summary, the evidence, and the criteria that matched come with the alert.

See what your whole business is hearing.

Volumes, the topics coming up most, and how this period compares with the last. Click any trend and land in the conversations behind it.

Your quote

ItemQtyMonthly
Minutes in your pool0
Your estimated use0

Authorized signature
Date

Pricing is set by your provider and is valid for 14 days from the date above. Conversation data is handled under your existing service agreement with your provider. Payment card data is redacted. Conversations detected as personal are suppressed before analysis. Recording on the seat is a prerequisite and there is no recording surcharge on top of what you already pay. Every analyzable business conversation produces a record. Expanded capabilities are configured by your provider for your business.
Where to go next
BackDemo and discoveryThe six questions to ask before you quote. Start overLearn the productThe product, the honest column, and the pitfalls.
Back to the partner site