QuoteWerks Support Portal

Looking for anyone who has attempted and succeeded in adding a new section in a QuoteValet Template that would have an editable pdf or editable section to gather more information from either the Salesperson or the Customer that would stay in place as the quote goes back and forth. Example - something similar to how the Acceptance section retains the information.

We have done this by binding some of the QuoteWerks Custom Text fields to the QuoteValet Template. I will email you an example.

Can you send to me as well

Sure. No problem, Dustin. Email me - [email protected] - and I'll send it across.