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QV Inline PDF


In some videos I see an option to upload to QV using an inline PDF to give us a live PDF as the visible quote, rather than the web form. 

However I don't see that as an option in the Upload box. 

Is there a way to enable that?


1 Comment

Tools > Options > QuoteValet > QuoteValet Setup

Templates Tab

Ensure Customer Facing is in the first drop-down

In the third drop-down you'll see the code for InlinePDF

I'd suggest copying that text and then creating a new template of something like 'Joskos InlinePDF'

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