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For sales

Price it on the call. Send it before you leave.

The two jobs that slow a sales team down are pricing a merchant and writing the proposal. Valtura does both from the statement the merchant already has — so the deal moves while you are still sitting in front of them.

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The sales workflow

Statement in the morning. Proposal accepted by lunch.

Four steps, and the handover between each one is automation rather than a message to someone else on the team. Every module named here is switched on from day one of the trial.

Broker

Price it from the statement.

Upload the merchant’s current statement — a PDF from any acquirer — and extraction reads the volume, the card mix, the rates and every fee line. It prices against your rate card across providers and shows the saving against what they pay today. No re-keying, no calculator spreadsheet.

  • Statement upload
  • Multi-provider pricing
  • Savings vs today
priced, so the proposal writes itself
Proposals

Send a proposal that tracks itself.

A branded proposal the merchant opens in their browser, built from the pricing you just produced. You see when it lands, when it is opened and when it is accepted — so you follow up on a signal instead of a hunch.

  • Branded & hosted
  • Open tracking
  • Self-serve accept
accepted, and boarding opens
Valtura Intelligence

Answer anything, mid-call.

Ask in plain English and get an answer drawn from your own products, processes and provider documentation — with the source shown and a confidence score attached. New reps stop interrupting senior staff to close a deal.

  • Source-backed
  • Confidence scored
  • Your own content
no call to a colleague, no delay
Onboarding

Hand it over without re-keying.

The moment the merchant accepts, the boarding application opens against the chosen acquirer, pre-filled from everything the statement already told you. Sales is finished; operations does not start from a blank form.

  • Pre-filled
  • Multi-acquirer
  • One record

Also in the sales workspace

A quote library

Every quote you have raised, searchable, so a merchant who went quiet in March can be picked back up in June.

Proposal templates and defaults

Your standard terms, case studies and cover copy set once, applied to every proposal that goes out.

One activity feed

Calls, uploads, proposals sent and accepted — in one place, so “what is happening with X?” is a glance.

Works on a phone

Photograph a statement at the merchant’s counter and have the quote priced before you are back in the car.

Price a real merchant this week.

Bring one statement to the 30-day trial and take it all the way to an accepted proposal. No card, and nothing to install.

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