QuoteWerks Support Portal

A bit of a public service announcement.

Over the past few months (or even years!) I’ve received several requests for QuoteValet templates to auto-update a quote when options are changed.

These might be checkboxes, radio buttons or quantity changes you allow the client to make.

Currently, your clients have to manually click an ‘Update’ button for the quote to update.

I’ve spent some time recently working on improvements to this.

In essence, the quote reloads immediately without needing to hit the ‘update’ button.

Please find a link to a 2 minute video here.

This shows the current experience VS the new experience.

This is not standard QuoteValet functionality and requires some custom code (which I’ve thoroughly tested) to be added your template.

Good work - very impressive!!

Looks good--we've implemented something very similar by adding the following within the <script> section at the top of our quote template:

// add an event for the option group or checkbox changes so that when they are changed it recalculates the quote. 

$(document).on('change', 'input[id*="OptionBox"]', function () {

  // simulate clicking the Submit button to recalculate

  $("#QV_SubmitOptions").click();

 });   

That's remarkably similar to my code ;)