PEX vs Quote Box Lead Machine

The PEX financial platform and corporate cards provide powerful capabilities to manage business spending and reconciliation. PEX automates and simplifies your spend and expense workflows, saving you time on issues meaningful to your bottom line. PEX reduces data entry, helps manage cash flow, captures and tracks receipts, streamlines reconciliation, and provides detailed reporting. Your employees, volunteers or contractors can spend (only) when and where you want them to using their PEX Prepaid Visa® or Mastercard®. PEX also provides on-demand virtual cards and a scalable API for custom needs. The PEX app is a free companion app for existing Administrators and Cardholders intended to complement the main PEX platform.* With the PEX platform, you can: • Control Spend. Modernize spending controls by automatically limiting what, where and how much an employee can purchase. In addition to daily, weekly, and monthly limits, employees can also be restricted to specific industries via the use of Merchant Category Codes (“MCCs”). • Capture Receipts. Seamlessly snap a photo of a receipt, add to a transaction, and annotate with custom notes. • Tag Transactions. Easily categorize and organize transactions by using PEX Tags. Append accounting or general ledger codes to transactions to speed up reconciliation. • Make Quick Transfers. Transfer funds from your organization’s bank account to your PEX account on an ad hoc basis, or schedule automatic transfers. Fund and de-fund employee cards instantly for granular control or allow cards to debit from a central shared account. • Request Funds. Allow employees to request funds from authorized administrators with an audit of the entire process. Push and email notifications keep everyone informed. • Enhanced Reporting. Quickly create a variety of reports on purchasing activity with detailed transaction data. Export via CSV or in custom formats. • Leverage Complimentary Systems. Easily integrate PEX with processes and tools you already use, including QuickBooks, Xero, Certify, and more. *When using a mobile device, standard text messaging and/or data rates from your wireless service provider may apply. *** Any questions? Email us at: sales@pexcard.com If you are interested in becoming a customer please visit: https://apply.pexcard.com *** The PEX Visa® Prepaid Card and the PEX Disburse Visa Prepaid Card are issued by Fifth Third Bank, N.A., Member FDIC, or The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A Inc and may be used everywhere Visa Prepaid cards are accepted. The PEX Prepaid Mastercard® is issued by The Bancorp Bank, N.A. pursuant to license by Mastercard International Incorporated and may be used everywhere Debit Mastercard is accepted. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Please see the back of your card for its issuing bank.

QuoteBox keeps your leads organized and your follow-ups fast — right from your iPhone. When a customer submits your Quote Box form, you'll get an instant push notification with everything you need: their name, phone number, email, and the quote total they were shown. No laptops. No spreadsheets. Just the lead, ready to act on. INSTANT LEAD NOTIFICATIONS Get alerted the moment a new lead comes in. First to follow up wins the job — QuoteBox makes sure you never miss your window. FULL CONTACT DETAILS AT A GLANCE See exactly what each customer requested, what they were quoted, and how to reach them. Tap to call or email in one touch. SIMPLE PIPELINE TRACKING Move each lead through your workflow — New, Contacted, Booked, Closed. Stay on top of every job without the admin overhead. BUILT FOR BUSY TRADESPEOPLE Check in between jobs, follow up on the road, and keep your pipeline moving without ever opening a laptop. A Quote Box account is required to use this app.