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example: QuoteValet "payment option" -deposit

13 Search results for quotevalet

Version: 4.6    Build: 1.23    Release Date: 01/11/2011     Type: Fix     View All Features in Build
For QuoteValet users, if a CostModifier or PriceModifier was used that included a decimal, would receive error 400 when uploading the quote to QuoteValet.
Version: 4.6    Build: 1.11    Release Date: 12/22/2010     Type: Misc     View All Features in Build
The PDF of the accepted document through QuoteValet, now has an "Original Quote" stamp applied to it.
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Misc     View All Features in Build
Sales Rep Full Name now displayed for PreparedbyContact in QuoteValet
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Misc     View All Features in Build
Improvements to the Manage tab of Quotevalet Dashboard window.
Version: 4.6    Build: 1.06    Release Date: 12/20/2010     Type: Misc     View All Features in Build
Changed the salutation from "Hi" to "Hello" sending quote to customer and QuoteValet Quote is Ready notification email.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Under the Utilities|Change Registration Information menu, there is now a new Licensee Website field. This is now used when integrating with QuoteValet. This website URL is displayed in the QuoteValet Company Letterhead banner. Also on the registration information window, the country is no longer required, and discrete City, State, and PostalCode fields have been added.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Added Misc Access right "CannotUseQuoteValetLicense". This will prevent a user from being able to upload documents to QuoteValet. It will also prevent them from using the Peer Review and Approval features of QuoteValet.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Line Items flagged as Optional can now also be flagged as mutually exclusive items. When the optional item is part of an Exclusive Group, the selection of one item will unselect the other options that are part of that exclusive option group. This is particularly useful with the QuoteValet integration.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
The Line Item Optional Attribute is now supported for Group Header lines, effectively making the group as a whole (including all the line items in the group) optional. This is particularly useful with the QuoteValet integration.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Added a new IsSelected variation of the Line Item Optional Attribute. With this, you can flag an item as being option, but as the SELECTED option. A SELECTED option will be included in the quote total. This is particularly useful with the QuoteValet integration, as you can present one or more options to your customer and you can pre-select the option that you recommend. In the site.ini file under the "System" section, there is also an INI key "OptionalSelectedItemText" which defaults to " (Optional - SELECTED)". This can be modified similar to the "OptionalItemText" INI key.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
QuoteValet integration. QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalized web page to present the quote on quotevalet.com. The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote. Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote! QuoteValet setup in QuoteWerks is on the QuoteValet tab of the Tools|Options menu. QuoteValet is accessed though the File|Print window, and also through the QuoteValet toolbar button.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Unified Print, Share, Publish Deliver window. The Print window has been re-designed to support the new Microsoft Word merging, QuoteValet, Save as PDF, Peer Review, and Approval features. On the surface it may look familiar, but underneath it behaves very differently. Now, on the Layout tab, you can choose <None>. This is useful if you just want to print a cover page or some literature, etc without printing a quote layout. Another difference on this tab is that you can now choose a Word document template from this tab. The word documents stored in the \Layouts\Quotes folder will appear in this tab. From this window, you have always been able to choose a layout, a cover page, multiple literature files, multiple spec sheets, and multiple files from the links tab. You can still do this, but now the layout is seamlessly either the built-in layout or an external word document template. When you select an .rtf cover page in addition, QuoteWerks automatically behind the scenes merges the macros in the RTF file, converts the RTF file to a PDF file, and then merges that PDF file with the PDF file output from the Word merge. The same happens for all the files on the Literature, Spec Sheet, and Links tabs. On the Links tab there is even more functionality. If you selected a Word document on the Links tab, then QuoteWerks will merge that Word document, convert it to a PDF file and then merge it with the other PDF output into one final PDF output.
Version: 4.6    Build: 1    Release Date: 12/15/2010     Type: New     View All Features in Build
Approvals. Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it? You now have that power within QuoteWerks! With the new Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO. There are many different scenarios that can be accounted for. The Approval Requirements are setup Under the Utilities->User Maintenance menu. Select a user and click on the [Edit] button. From there, click on the Documents tab, and then click on the [Document Approval Settings] button. From there you can specify the approval requirements. When an approval is required, the user can request it by selecting the [Request Approval] button on the File|Print window. When used with the optional QuoteValet subscription, the approval features are greatly extended.
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