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?
Tools > Options > QuoteValet > QuoteValet Setup
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'