Tips & Tricks October 2024: Interactive Quotes with QuoteValet

What is QuoteValet?

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. It enables users to send QuoteWerks documents to their customers without a PDF attachment in the email. QuoteValet creates a personalized web page on QuoteValet.com and automatically creates a link to the web page and inserts it into the email being sent to the customer.

When the customer clicks on the link in the email, their quote will be opened in their web browser and an email will be sent to the QuoteWerks user notifying them that their quote has been viewed. Customers can also electronically accept the quote in their browser and submit questions on the document without having to navigate away from their quote.

Notifications will also be sent via email when questions are submitted or the quote is approved. Credit card payment can also be accepted for the order. QuoteValet is an optional add-on subscription for QuoteWerks.

Creating Interactive Quotes in QuoteValet

QuoteValet gives you the ability to configure QuoteValet quotes to allow customers to select/deselect optional items, change item quantities, and provide real-time feedback. Setting optional items and allowing Customers to change item quantities are configured in line attributes while the ability to comment and provide feedback on quotes is enabled by default.

Once you have your quote built and before sending it to your Customer using QuoteValet you can edit line attributes to allow your Customer to interact with the products on your quote.

Using Line Attributes

Line attributes control the configuration for any line on the document workbook. They can be used to assign a tax code, hide prices, quantities, and pictures, exclude or not print line items, set recurring settings, and control how users can interact with the line items in QuoteValet.

To edit a line’s attributes select the line, right click and select Edit Line Attributes. This will open the line attributes window for that line.

Here is a brief description of each option you have in the Line Attributes window:

• Is Optional - If you set this line attribute, the selected line item will be an option that will print with its price, but the price will not be included in the calculation of the total price. Users will have the ability to select or deselect optional items on their QuoteValet Webpage.
• Is Selected - This flags an item as an option, but the item will be selected and included in the quote total. This is particularly useful with QuoteValet, as you can present one or more options to your customer and preselect the option(s) you recommend.
• Exclusive Group - When set, this attribute will assign that item or items into the same exclusive group. However, only one of the items in the exclusive group will be selected. In QuoteValet, this will create a radio button for all items that are part of that exclusive group and enable the customer to select one of the items in the group.
• Tax Code - If you set the Tax Code attribute, sales tax will be calculated for this item. You must make sure that, on the Sale Info tab, either the tax rate is set in the Tax Rate field or the Sales Tax cell for that line item and Total Tax field shows $0.00.
• Hide Price - If you set this line attribute, the price for the line item will not be printed, but will be involved in all calculations. This is useful when you don't want a customer to see the breakdown price of each individual item. Once you select this line attribute, all the line item's properties except the Quantity and Description become gray; the gray cells denote the information that won't be printed.
• Hide Quantity - If you set the Hide Quantity attribute, the quantity of the line item will not be printed on the quote layout or QuoteValet. This is very useful if you have multiple options on a quote that have group header lines and you don’t want to show the quantity for those header lines.
• Allow QV Qty Change - If you set the Allow QV Qty Change attribute, your customers will be able to change the quantity of this specific item on the QuoteValet documents. This is very useful if you want to give your customer the ability to adjust how many of a certain item they need to purchase.
• Exclude Line - If you set the Exclude Line attribute, the line item will not be printed or involved in any calculations. Once you select this line attribute, all the line item's properties become gray; the gray cells denote the information that won't be printed
• Print Line - If this attribute is set, the line item will not be printed, but will be included in calculations. This feature is most useful when you want to add a line item to your quote that is included in the total without displaying it to your customer.
• Print Picture - Pictures can be associated with products in the product database. If this attribute is set the picture associated with the product contained in this line item will be printed with the line item
• Is Recurring - Using this attribute, you can specify that a line item is recurring (for example, monthly service fees).
  
  

Delivering a QuoteValet Quote

Delivering a QuoteValet Quote is easy. You simply need to add your products, configure your quote options, assign a customer, and hit the Deliver icon in the standard toolbar.

This will open the Print, Share, Publish Deliver Document window. Here you can add a Cover Page, Layout, Literature, Spec Sheets, and links to your quote. You also have the option to Print, Preview, E-Mail, Save as PDF, Submit for Peer Review, or Request Approval.

To upload the quote to QuoteValet click on the Upload to QuoteValet button. You will be prompted to save your document.

Clicking on Upload to QuoteValet will open the Upload to QuoteValet window. Here you can view the PDF quote and configure both Signing and Reminder Options. You will select your template which in most cases will be *S]CustomerFacing. Once all selection have been made click on Upload.

From here you can preview the Customer Presentation web page and deliver the quote via email. To deliver the quote via email you will click on the Send Email button. The email will include a link to the QuoteValet webpage where customers can view, make changes to (as configured), and accept the quote. 

See below for a section of a QuoteValet Quote Webpage that shows how Customers have the ability to change quantities on some items and optionally select/deselect other options. 

QuoteValet Comments

Another way Customers can interact with QuoteValet quotes is to submit comments or questions using the Have Questions? section of the QuoteValet webpage. Any submissions will be sent to the Sales Rep email and logged on the QuoteValet webpage. 

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.

For international customers and technical support, click here.