About Quotient

Quotient is a versatile software platform designed for creating, sending, and managing quotes effortlessly. Leveraging Quotient's features, businesses can streamline their quoting processes, ensuring a seamless transition from proposal to client approval. Now, with the integration of IdentityCheck via Zapier, Quotient users can further enhance their workflow by incorporating robust ID verification capabilities.

Uses for IdentityCheck with Quotient

By integrating IdentityCheck with Quotient, users can automate the ID verification process, ensuring that clients are accurately identified before moving forward with quotes. This integration can be particularly useful for:

• Financial Services: Verify the identity of clients before providing quotations for loans, insurance, or investment services.
• Legal Services: Confirm client identities before issuing quotes for legal representation or consultation.
• Real Estate: Authenticate potential buyers or renters before providing property quotes and proposals.
• Consulting: Ensure the authenticity of clients before engaging in consulting contracts and services.

Setting Up IdentityCheck with Quotient via Zapier

Integrating IdentityCheck with Quotient using Zapier is straightforward. Follow these steps to set up the integration:

1. Create Accounts: Ensure you have active accounts on IdentityCheck, Quotient, and Zapier.
2. Access Zapier: Log in to your Zapier account and navigate to the “Make a Zap” section.
3. Select Trigger App: Choose “Quotient” as the trigger app. Select the appropriate trigger event, such as “New Quote Sent.”
4. Connect Quotient: Follow the prompts to connect your Quotient account with Zapier. Authenticate the connection as necessary.
5. Select Action App: Choose “IdentityCheck” as the action app. Select the action event, such as “Verify ID.”
6. Connect IdentityCheck: Follow the prompts to connect your IdentityCheck account with Zapier. Authenticate the connection as necessary.
7. Configure Zap: Map the required fields between Quotient and IdentityCheck to ensure accurate data transfer. For instance, map customer details from Quotient to the verification fields in IdentityCheck.
8. Test & Activate: Test the Zap to ensure it works accurately. Once successful, activate your Zap.

Using ID Verification in Quotient

Once the integration is set up, using ID verification in Quotient becomes seamless:

1. Create and Send Quotes: Utilize Quotient to create and send quotes to your clients as usual.
2. Automated ID Check: Upon sending a quote, the integration triggers an automated ID verification process through IdentityCheck.
3. Receive Notifications: Get notified of the verification status directly within Quotient or via email, ensuring you are informed in real-time.
4. View Verification Results: Access the ID verification results within Quotient or through IdentityCheck, ensuring that the client’s identity has been authenticated.

Integrating IdentityCheck with Quotient through Zapier paves the way for streamlined ID verification processes and adds an extra layer of security to your quoting workflow. This powerful combination ensures that you only engage with verified clients, enhancing trust and reducing potential risks.