Hi, I'm moving towards using QuoteValet as the exclusive delivery mechanism for my quotes. Giving my clients the ability configure options and quantities on the quote prior to acceptance is a big plus in my world.
To that end I would like to nix PDF's entire. I don't want to upload a PDF Quote to QV and I don't what a copy of the quote (PDF version - QV version is fine) sent to the client when they accept the quote.
I've been able to stop QV from allowing the PDF quote to downloaded but I can't seem to find a way to stop the quote copy when a quote is accepted.
This makes me question why I bother including a PDF(!)
For the vast majority of the time, all the information is in the QV page.
I rarely use Spec. Sheets / Literature
It's only T&Cs, but I guess I could link to the PDF on the website if they wish to review them, as a number of my clients do.
QW (still) makes us upload something, so I guess T&Cs it will have to remain.
I would have thought this was a relatively simple thing to make an option. Checkbox = Upload Quote.