QuoteWerks Update Center
Version: 4.8 Build: 5 Implementation Date: 06/03/2013 Type: Fix View All Features in Build
For QuoteValet users, on the QuoteValet Dashboard payment tab would receive a message "Results have been limited by user rights.", but in some cases it should have actually displayed "There are payment(s) not shown because the document has not been imported yet." This would be the case of a QuoteValet Mobile quote or QuoteValet Shopping Cart order that has not been imported into the local QuoteWerks database yet. In this case, you would need to import the document from the Inbox tab.
Version: 4.8 Build: 2 Implementation Date: 01/04/2013 Type: New View All Features in Build
For QuoteValet users, you can now modify the QuoteValet OrderForm Template used by the QuoteValet Shopping Cart in the QuoteValet Template Editor.
Version: 4.8 Build: 1 Implementation Date: 11/14/2012 Type: New View All Features in Build
QuoteValet Shopping Cart. Create online order forms with the QuoteValet shopping cart. Use them to automate customer re-orders or to receive paid orders from a promotional email blast. The QuoteValet Shopping cart is included, at no extra charge, in your QuoteValet subscription! It is easy to setup and use, simply 1) save/upload the order form, 2) grab the shopping cart URL, and then 3) email the shopping cart URL to your customer or include in your promotional email blast. It's that easy! Orders will appear in your QuoteValet Dashboard. Get used to coming into work each morning to an inbox full of paid orders from your QuoteValet Shopping Cart. The QuoteValet Shopping Cart is great for many uses, but here are two in particular. First, with your established customer base, they probably routinely order consumable items from you, low dollar items that you probably don't make much money on. Use the QuoteValet Shopping Cart to automate this process. You simply setup a Shopping Cart OrderForm template that contains all the items your customer typically orders and then give them the QuoteValet Shopping Cart website URL to go to whenever they need to order these items and from that point on you will simply receive orders in your inbox. No more phone calls and emails trying to identify the correct items to re-order. The other great way to use the QuoteValet Shopping Cart is to create an OrderForm for some kind of item, like a limited time special offer discount, like an HP Server, for example, and you can even set an expiration date on the OrderForm. Then you simple send out an email blast to all your customers pointing them to this Shopping Cart Order Form and simply put, you will have an order waiting for you in your QuoteValet Dashboard from anyone that was interested!
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