From chaos to control: The new Digital Quote Hub rings in a new era of streamlined transactions

In the fast-paced world of M&A deals, efficiency is key. Delays can make or break a successful transaction – particularly at the beginning, where momentum is crucial.
 
Gone are the days of endless email chains, convoluted negotiations and back-and-forth emails between clients, advisors, and data room sales reps just to secure a quote.
 
Ansarada’s Digital Quote Hub is revolutionizing the game - from opening a free deal room, choosing the right plan for you and your client (and changing your plan at any point to suit the specific deal needs), managing the plan, transferring payment confirmation to your clients, and finally billing & payment.
 
Now you can do it all directly within the data room, on your terms, and in your own time - all digitally, with no risk. Just a seamless and efficient experience for both you and your clients.
 

Using the Digital Quote Hub

 

• Open a free deal room effortlessly: No more waiting for approvals or navigating through a labyrinth of paperwork. With just a few clicks, advisors can digitally create a secure data room tailored to the unique needs of their clients. 
• 24/7 self-serve experience: Request a quote and go live at any time without needing to send back a signed quote. In minutes, you can help your client handle billing and payments, and invite their first guest users without the need for back-and-forth communication.
• Flexible plans for every deal: Select a plan that suits your clients’ specific deal requirements. With the flexibility to change plans at any point in the process, you can adapt to the dynamic nature of transactions and be empowered to make decisions that align with the evolving needs of your clients.
• End-to-end transaction management: Everything from plan adjustments to payment confirmation can be handled directly within the secure data room. This end-to-end management capability not only significantly enhances efficiency, but also minimizes the risk associated with traditional methods.
• Simplicity and certainty in billing: Transfer payment confirmation to your clients seamlessly. Accelerate the deal timeline from day one while ensuring a smooth and transparent financial transaction, with no room for uncertainties.

 

Why the shift?

 
The new method of choosing a subscription is designed to give you complete visibility and control over your subscription. Setup can be completed in just a few clicks, freeing up time for both you and your client to focus on tasks that will meaningfully drive the transaction. But if you like the old way of doing things, we can facilitate that too.
 
If your client needs to sign a contract before they can confirm the subscription, that’s no problem. Our quote is still attached to the initial email which will be sent to your client; if they prefer, they can sign the quote and convert as per their normal process. They can also send us back the signed quote which will stay on record attached to the subscription.
 
The new model ensures we can provide the best service to customers, eliminating the chaos of multiple quotes & terms and legacy processes to deliver value to you and your clients as quickly as possible. We want to put the control in your hands so that you can open a room & convert without the back and forth that takes valuable time out of your day.
 
Equip yourself with the most advanced tools to deliver unparalleled service to your clients & stay at the forefront of modern business solutions.