I remember that during the QuoteWerks User Summit earlier this year, a very modern looking QuoteValet template was shown off that has (apparently) been there for a long time. If I remember correctly, it wasn't fully fleshed out, but was made as a proof of concept. Supposedly they mentioned that the template has been there for any of us to try out, but for the life of me I can't find it anywhere.
Does anyone know what I'm talking about?
Does anyone know where it is or how to find it?
Thanks!
Best Answer
C
Cat Ward
said
over 2 years ago
Hi Justin,
Below is the email that I sent out following the summit that has the sample HTML & CSS covered in the class, the branding guide, and examples of customizations that others have paid to have done or did themselves. Maybe its the one that was covered in the class?
==========================================
Thanks for attending my session and your interest in what was presented at the Summit! Attached is the HTML and CSS from the example I edited in the class.The changes that are in this CSS file are more extensive than what is in the standard sample_customizations file.You can check them out here:
Below are links to the various examples I showed in the class. You can see their HTML, CSS, and/or JavaScript files by right-clicking the page in your browser and selecting inspect. You can then see the path to the CSS and JavaScript files in the header and just right-click to open in a new tab.
If you are interested in professional services to have QuoteWerks help you create your customized QuoteValet pages, please just email support@quotewerks.com with your request.QuoteValet customization services are billed at $150 per hour.They can range from simpler customizations for one or two hours, like the first examples I showed, up to 30 hour projects like the last example I showed.Generally projects are at least a month out as we fill up quickly, however smaller projects may be able to be squeezed in sooner.Many of our development partners also offer these services if you wish to check their availability and see if they can get a request in sooner.
Thanks again for attending the session. Have a great day!
Below is the email that I sent out following the summit that has the sample HTML & CSS covered in the class, the branding guide, and examples of customizations that others have paid to have done or did themselves. Maybe its the one that was covered in the class?
==========================================
Thanks for attending my session and your interest in what was presented at the Summit! Attached is the HTML and CSS from the example I edited in the class.The changes that are in this CSS file are more extensive than what is in the standard sample_customizations file.You can check them out here:
Below are links to the various examples I showed in the class. You can see their HTML, CSS, and/or JavaScript files by right-clicking the page in your browser and selecting inspect. You can then see the path to the CSS and JavaScript files in the header and just right-click to open in a new tab.
If you are interested in professional services to have QuoteWerks help you create your customized QuoteValet pages, please just email support@quotewerks.com with your request.QuoteValet customization services are billed at $150 per hour.They can range from simpler customizations for one or two hours, like the first examples I showed, up to 30 hour projects like the last example I showed.Generally projects are at least a month out as we fill up quickly, however smaller projects may be able to be squeezed in sooner.Many of our development partners also offer these services if you wish to check their availability and see if they can get a request in sooner.
Thanks again for attending the session. Have a great day!
I believe ones shown here include custom things done for specific clients.
I'm not aware of any more 'modern' templates being generally available.
What changes are you looking for?
Justin Swall
said
over 2 years ago
Thanks Cat! I'm pretty certain it was one of those. Perhaps the custom one at the bottom? All I remembered was that there was some sort of a sidebar, and that's the only example I saw with a sidebar from the list above :) It's possible it was something else... but that e-mail is so complete and thorough I'm certain if you had showed off something else it would be on the list above :)
Matt - There's no specific changes I'm looking to make exactly. I am going through a rebranding effort however and need to go in and touch everything anyway while updating the logos and branding. So, I figured that's the best time to reevaluate everything we're currently using to ensure we're happy with things the way they are. So, I went through other templates thinking that I remembered from that class that they were built-in and couldn't find anything that felt like what I had remembered. So, I was mostly looking for inspiration for either new ideas, or just confirmation that I like things the way they already are.
Justin Swall
I remember that during the QuoteWerks User Summit earlier this year, a very modern looking QuoteValet template was shown off that has (apparently) been there for a long time. If I remember correctly, it wasn't fully fleshed out, but was made as a proof of concept. Supposedly they mentioned that the template has been there for any of us to try out, but for the life of me I can't find it anywhere.
Does anyone know what I'm talking about?
Does anyone know where it is or how to find it?
Thanks!
Hi Justin,
Below is the email that I sent out following the summit that has the sample HTML & CSS covered in the class, the branding guide, and examples of customizations that others have paid to have done or did themselves. Maybe its the one that was covered in the class?
==========================================
Thanks for attending my session and your interest in what was presented at the Summit! Attached is the HTML and CSS from the example I edited in the class.The changes that are in this CSS file are more extensive than what is in the standard sample_customizations file.You can check them out here:
https://www.quotevalet.com:443/concierge.aspx?DocumentId=e1c561db-108b-47fa-866e-81c023ae1394&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
Below are links to the various examples I showed in the class. You can see their HTML, CSS, and/or JavaScript files by right-clicking the page in your browser and selecting inspect. You can then see the path to the CSS and JavaScript files in the header and just right-click to open in a new tab.
The gradient generator I used in the class is available at http://www.colorzilla.com/gradient-editor
If you have any questions, just let me know.
If you are interested in professional services to have QuoteWerks help you create your customized QuoteValet pages, please just email support@quotewerks.com with your request.QuoteValet customization services are billed at $150 per hour.They can range from simpler customizations for one or two hours, like the first examples I showed, up to 30 hour projects like the last example I showed.Generally projects are at least a month out as we fill up quickly, however smaller projects may be able to be squeezed in sooner.Many of our development partners also offer these services if you wish to check their availability and see if they can get a request in sooner.
Thanks again for attending the session. Have a great day!
==========================================
Examples:
==========================================
Layout with scrolling terms and conditions:
https://www.quotevalet.com/concierge.aspx?DocumentId=ee1d22ab-e67b-41ba-af2c-cd07736ed330&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
A PDF Inline Example:
https://www.quotevalet.com/concierge.aspx?DocumentId=d31d0d2d-aa82-4af9-a344-bd2c4198427b&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
Simple color, fonts, and styles with a header image:
https://www.quotevalet.com/concierge.aspx?DocumentId=2bc9c346-87ae-4b72-a676-61bc0becf72f&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example using an image slider at the top:
https://www.quotevalet.com/concierge.aspx?DocumentId=c178003b-39d8-4970-b1e1-416a8dd1f4ad&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example where Quantity Change, pricing, and certain text are based on a unique identifier per item, as well as other modifications:
https://www.quotevalet.com/concierge.aspx?DocumentId=dac6fd0c-7358-4ae8-9c7c-6a9ca66d6f79&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that has both an inline pdf as well as dynamic line items:
https://www.quotevalet.com/concierge.aspx?DocumentId=b8ecec56-d406-45b4-a5f6-da6860374a84&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that prevents users from accepting until they have updated their totals if they have made changes (to see in action change one of the options):
https://www.quotevalet.com/concierge.aspx?DocumentId=6ee8cbd0-96a0-46e9-801e-0bf70804e2b8&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example internal Peer Review with additional data done through JavaScript:
https://www.quotevalet.com/concierge.aspx?DocumentId=5fdf776e-c105-41e1-988f-caa2ed1fc848&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that sums by item type and is a contract:
https://www.quotevalet.com/concierge.aspx?TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc&DocumentId=89ab8642-d13f-4b60-bc6e-b80bf2a29a7b
A customized order form with options based on quantity entered:
https://www.quotevalet.com:443/OrderForm.aspx?DocumentId=a319f85b-aaa5-4713-85f0-3b7cfa727e74&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that has heavily modified JavaScript to tabify the items:
https://www.quotevalet.com/concierge.aspx?TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc&DocumentId=08847c52-0d27-4643-9d5f-74967e9d2568https://www.quotevalet.com/concierge.aspx?DocumentId=ab1b1589-e465-4c47-95ad-541e4453a1db&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example of a completely redesigned totally custom template:
https://www.quotevalet.com/concierge.aspx?DocumentId=74b48c7a-2ec4-4d4e-b61e-1dea9150f8c4&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
- Oldest First
- Popular
- Newest First
Sorted by Oldest FirstCat Ward
Hi Justin,
Below is the email that I sent out following the summit that has the sample HTML & CSS covered in the class, the branding guide, and examples of customizations that others have paid to have done or did themselves. Maybe its the one that was covered in the class?
==========================================
Thanks for attending my session and your interest in what was presented at the Summit! Attached is the HTML and CSS from the example I edited in the class.The changes that are in this CSS file are more extensive than what is in the standard sample_customizations file.You can check them out here:
https://www.quotevalet.com:443/concierge.aspx?DocumentId=e1c561db-108b-47fa-866e-81c023ae1394&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
Below are links to the various examples I showed in the class. You can see their HTML, CSS, and/or JavaScript files by right-clicking the page in your browser and selecting inspect. You can then see the path to the CSS and JavaScript files in the header and just right-click to open in a new tab.
The gradient generator I used in the class is available at http://www.colorzilla.com/gradient-editor
If you have any questions, just let me know.
If you are interested in professional services to have QuoteWerks help you create your customized QuoteValet pages, please just email support@quotewerks.com with your request.QuoteValet customization services are billed at $150 per hour.They can range from simpler customizations for one or two hours, like the first examples I showed, up to 30 hour projects like the last example I showed.Generally projects are at least a month out as we fill up quickly, however smaller projects may be able to be squeezed in sooner.Many of our development partners also offer these services if you wish to check their availability and see if they can get a request in sooner.
Thanks again for attending the session. Have a great day!
==========================================
Examples:
==========================================
Layout with scrolling terms and conditions:
https://www.quotevalet.com/concierge.aspx?DocumentId=ee1d22ab-e67b-41ba-af2c-cd07736ed330&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
A PDF Inline Example:
https://www.quotevalet.com/concierge.aspx?DocumentId=d31d0d2d-aa82-4af9-a344-bd2c4198427b&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
Simple color, fonts, and styles with a header image:
https://www.quotevalet.com/concierge.aspx?DocumentId=2bc9c346-87ae-4b72-a676-61bc0becf72f&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example using an image slider at the top:
https://www.quotevalet.com/concierge.aspx?DocumentId=c178003b-39d8-4970-b1e1-416a8dd1f4ad&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example where Quantity Change, pricing, and certain text are based on a unique identifier per item, as well as other modifications:
https://www.quotevalet.com/concierge.aspx?DocumentId=dac6fd0c-7358-4ae8-9c7c-6a9ca66d6f79&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that has both an inline pdf as well as dynamic line items:
https://www.quotevalet.com/concierge.aspx?DocumentId=b8ecec56-d406-45b4-a5f6-da6860374a84&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that prevents users from accepting until they have updated their totals if they have made changes (to see in action change one of the options):
https://www.quotevalet.com/concierge.aspx?DocumentId=6ee8cbd0-96a0-46e9-801e-0bf70804e2b8&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example internal Peer Review with additional data done through JavaScript:
https://www.quotevalet.com/concierge.aspx?DocumentId=5fdf776e-c105-41e1-988f-caa2ed1fc848&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that sums by item type and is a contract:
https://www.quotevalet.com/concierge.aspx?TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc&DocumentId=89ab8642-d13f-4b60-bc6e-b80bf2a29a7b
A customized order form with options based on quantity entered:
https://www.quotevalet.com:443/OrderForm.aspx?DocumentId=a319f85b-aaa5-4713-85f0-3b7cfa727e74&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example that has heavily modified JavaScript to tabify the items:
https://www.quotevalet.com/concierge.aspx?TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc&DocumentId=08847c52-0d27-4643-9d5f-74967e9d2568https://www.quotevalet.com/concierge.aspx?DocumentId=ab1b1589-e465-4c47-95ad-541e4453a1db&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
An example of a completely redesigned totally custom template:
https://www.quotevalet.com/concierge.aspx?DocumentId=74b48c7a-2ec4-4d4e-b61e-1dea9150f8c4&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc
Matt Rose (matt@prestigequoting.com)
One from this video?
QuoteValet - Branding and Customizations | QuoteWerks Training - YouTube
I believe ones shown here include custom things done for specific clients.
I'm not aware of any more 'modern' templates being generally available.
What changes are you looking for?
Justin Swall
Thanks Cat! I'm pretty certain it was one of those. Perhaps the custom one at the bottom? All I remembered was that there was some sort of a sidebar, and that's the only example I saw with a sidebar from the list above :) It's possible it was something else... but that e-mail is so complete and thorough I'm certain if you had showed off something else it would be on the list above :)
Matt - There's no specific changes I'm looking to make exactly. I am going through a rebranding effort however and need to go in and touch everything anyway while updating the logos and branding. So, I figured that's the best time to reevaluate everything we're currently using to ensure we're happy with things the way they are. So, I went through other templates thinking that I remembered from that class that they were built-in and couldn't find anything that felt like what I had remembered. So, I was mostly looking for inspiration for either new ideas, or just confirmation that I like things the way they already are.
-
No PDF's please
-
Optional item Selected or Not Selected
-
Using Javascript to display different language acceptance templates
-
change quantity in quote vallet
-
Creating a Dropdown List for Quantity
-
Payment Option Descriptions on Template
-
Youtube Videos Not Attaching to Line Items in QV
-
Hiding the shipping amount if 0
-
Javascript to hide shipping on QV template if 0
-
QuoteValet Template - Get Selected Value from Selected Dropdown not working..
See all 35 topics