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QuoteValet Automatically Update after option changes

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.


1 Comment

Good work - very impressive!!

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