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.
I have to attach something? Whatever I attach is going to have the red disclaimer, right?
Maybe, I'm not getting this. How do others deal with it? If a quote is attached, Quotevalet sends back a copy of the quote saying it may not be correct. Is that right?
I think it really depends on the nature of the quote/proposal. If it's a simple quote where not much explanation is required, then I don't think any would look at the PDF. However quotes that are more like proposals will be.
It's interesting that Aspire don't include looking at the PDF as an option for their quotes, but they send it to you with the acceptance.
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.