QuoteWerks Support Portal

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.

Thoughts?

Cheers

Hi Matt,

Not ideal, but at a pinch I can probably make that work. Except for the big red disclaimer on the PDF. Can we do something about that?

Cheers

Not possible currently. Quotevalet will always send a PDF to the client on acceptance.

This includes screengrabs of the QuoteValet web page and a copy of what PDF you uploaded.

Can you upload a random PDF document (like a single page newsletter or just a cover page) instead of a quote layout?