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Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
For QuoteValet users, the SalesRep is notified by email the FIRST time a customer views the quote since it was uploaded to QuoteValet. There is now an option to have QuoteValet notify the Sales Rep by email EVERY time the customer views the quote. Contact support to request that option be activated. Posted live Dec-4-2015 10:00am.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
QuoteValet Auto-Reminders! How much time do you spend following up with customers reminding them that their quotes are about to expire, or resending quotes to them because you know they have not even viewed them yet, or reminding them that they accepted the quote, but have not paid yet? QuoteValet can now do that all automatically for you! You can set the defaults for these options on the Notifications tab of the QuoteValet Setup window. While the defaults will be applied to all quotes uploaded to QuoteValet, you can also control these reminders at the individual quote level through the [Reminder options] button on the Upload To QuoteValet window. As usual all of these email notification templates are editable for you to customize! Here is a complete list of QuoteValet Auto-Reminder email options: Remind Recipient if document NOT VIEWED within x days. Remind Recipient when document is EXPIRING in x days. Remind Recipient when document is accepted but NOT PAID after x days. Remind SalesRep if document NOT VIEWED within x days. Remind SalesRep when document is EXPIRING in x days. Remind SalesRep when document is accepted but NOT PAID after x days.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
Multiple Monitor enhanced support. Changes have been made to better control which monitors windows appear on when they open. When the "Don't remember window location" option on the Misc tab under Tools->My Preferences is checked, window locations will not be remembered, so windows like the Product Lookup window will just open on the same monitor as the main QuoteWerks application. If this is unchecked then QuoteWerks will remember the last location you positioned the following QuoteWerks windows: Main window, Product Lookup, Configurator, Purchasing, QuoteValet Dashboard, Send Email, and Email Templates. QuoteWerks will position them in those locations the next time you open those windows. QuoteWerks already remembers window sizes and locations per each machine that you use to run QuoteWerks. Now it will also remember separate settings for when you are remoted (using RDP) into a machine running QuoteWerks, and even per which remote machine you are using. This is very useful since often when you remote in you only have access to one monitor, rather than your multiple monitors you have access to when sitting in front of your machine.
Version: 5.1      Build: 2      Implementation Date: 11/05/2015      Type: Fix     View All Features in Build
Error "bad request" when attempting to upload files to the QuoteValet tenant site.
Version: 4.9      Build: 2      Implementation Date: 12/03/2013      Type: Misc     View All Features in Build
Google Checkout was "retired" by Google by November 20th, 2013, so it is no longer supported by QuoteValet. Learn more at https://support.google.com/checkout/sell/answer/3080449
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: 2      Implementation Date: 01/02/2013      Type: Fix     View All Features in Build
Would receive error when attempting to upload image files to QuoteValet using the QuoteValet setup tab in QuoteWerks.
Version: 4.8      Build: 2      Implementation Date: 12/21/2012      Type: Fix     View All Features in Build
For QuoteValet users, in the QuoteValet Dashboard you could not dismiss OrderForm documents.
Version: 4.8      Build: 2      Implementation Date: 01/04/2013      Type: Fix     View All Features in Build
For QuoteValet users, in the QuoteValet Dashboard you could not dismiss inbox notifications of OrderForm Shopping Cart views if the OrderForm had not been submitted.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuickBooks users, you can now export a QuoteValet payment to QuickBooks without first exporting the quote/order/invoice to QuickBooks.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
The right click menu "Copy Authorization Details" for QuoteValet Payments now also copies the Date/Time of the transaction into the Windows Clipboard.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuoteValet users, on customer facing templates, rather than showing the line items on the quote in the details section, there is a new option to alternatively display a fully rasterized version of the attached PDF right in the webpage. This is useful for customers that do not need their customers to change options and would prefer just to present the PDF version of the quote to their customer and then have them electronically sign.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuoteValet users, when configuring QuoteValet to accept payments you can now specify which card types you accept (VISA, Master Card, American Express and/or Discover). This can be specified when editing the payment gateway details.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
If QuoteValet accepted credit card payment for an order that had recurring items on it, you will now be able to retrieve the credit cards details (in a PCI compliant manner) from the payment (from Payments tab on QuoteValet Dashboard or QuoteValet tab in the quote) necessary to bill your customers credit card for the recurring charges each month/quarter, etc. Just right click on the payment entry and choose "Copy Payment Details" which will copy the information into the Windows Clipboard. Along with this feature are two new security rights. If the security right "CannotViewFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details. If the security right "CannotViewOthersFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details from other sales reps orders.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuickBooks users, when exporting QuoteValet payments, you can now setup mappings that map the QuoteValet payment methods to different payment method and deposit accounts in QuickBooks. For example, while QuoteValet sends over VISA or MC, in QuickBooks, you might want the payment method for both of those to simply be "Credit Card". When accepting a payment when PayPal was used, you might want that payment to be deposited into a different account than where the regular credit card payments are deposited. The mappings become even more important when accepting check or wire transfer payments by proxy as you will typically want to deposit those payments into different accounts, for example, a check would go into "Undeposited Funds", whereas a wire transfer would be deposited directly into the bank account.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuoteValet users, on the standard customer facing template, there is now a thumbnail image of the attached PDF file automatically displayed!
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
On the Manage tab of the QuoteValet Dashboard, only QuoteValet documents that the logged in user has view rights for will be displayed. Also on the Payments tab.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
When making a QuoteValet Payment by Proxy you can now specify the date rather than it being the day you are entering the proxy payment.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuickBooks users, when exporting payments received by QuoteValet into QuickBooks, the list of payments can now be filtered by date range and also includes a checkbox for "Include previously exported payments".
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: New     View All Features in Build
For QuoteValet users, when making payments by Proxy, you can now specify the payment method like Check, Wire Transfer or VISA, etc for times when the customer just calls in directly with payment. This is particularly useful when exporting these payments from QuoteValet to QuickBooks. You can also specify the Proxy Payment Reference, useful when receiving a check payment to enter for example "ck#1234".
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
Sometimes the QuoteValet URL merged into the notification e-mail would be corrupted through the emailing sending process.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
If a document required two approvers, after one approver had approved the document, the second approval would not take effect unless it was done through quotevalet.com.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
For QuoteValet users, if a quote that was uploaded to QuoteValet was approved through quotevalet.com and then the sales rep unlocked the document to make changes, the approval was not getting rescinded, and therefore after they made the changes, they were not able to get it approved again because it was already approved.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
For QuoteValet users, when renaming a QuoteValet template and cancelling would still receive a message saying the Template was renamed.
Version: 4.7      Build: 2      Implementation Date: 02/02/2012      Type: Fix     View All Features in Build
When the QuoteValet Dashboard first loaded, it defaults the date range to "Today", but not results would be displayed until you changed a filter item.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, you can now upload quotes to QuoteValet that contain optional items within optional groups. Combined with QuoteValet's ability to let the customer pick and choose various options this really takes the groups and options functionality to a much more effective level.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
On the Sale Info tab you can specify an expiration date for the quote. This is particularly useful for QuoteValet users. If your customer views the quote on QuoteValet after it has expired, they will see a message stating that the quote has expired and there will be a link for them to click to request an updated quote from you. Your customer will still be able to view the quote, but will not be able to accept a quote that has expired.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
If a quote has already been uploaded to QuoteValet for customer review, if you attempt to upload the quote for peer review, you will now be warned that the peer review copy will overwrite the customer review copy. I normal cases, peer reviews are performed before releasing the quote to the customer.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, you can now choose which QuoteValet Customer Facing Template you want to use for each quote. Sometimes you might want to upload a quote to QuoteValet that just has the PDF of the quote and then acceptance section - with no line item details. Other times depending upon the quote you may just want to upload the quote to QuoteValet that just shows the line items on the quote and no PDF file. And sometimes you may want to include both the line items and the PDF file attachment. Now you can do this.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, the QuoteValet dashboard can do a lot more reporting. You can filter by date range and by user. You can also filter your dashboard data to see focused, actionable information such as quotes expiring in next week, any QuoteValet activity today, any quotes not viewed yet, all the quotes viewed by customers last week, all quotes accepted this month, etc.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, Sales tax and shipping is now displayed in the QuoteValet quote. As options are selected and unselected, the shipping and sales tax for these changes are calculated in real-time on QuoteValet. The quotes tax system (USA or Canada) is automatically detected and taxes are calculated accordingly.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, you can now recall a quote. When a quote is recalled, your customer will not be able to view the quote. Instead, they will be redirected to a template that says, for example, "Sorry, this document has been recalled on 12/15/2010 at 9:45am by John Lewe." Optionally you can set a reason for the recall that your customer will see. Often you will leave it blank, but typically you would enter something like "Sorry, I forgot to include monthly maintenance, I'll have an updated quote to you today by 4:00pm". Of course, if you can quickly address whatever you forgot to do in the quote you can just re-upload the quote to QuoteValet. The recall feature is mostly used when you know that you cannot quickly make the change that is needed. Additionally since QuoteValet enables you to publish your quote to the cloud (for a specific customer), it is important to know that you can rescind that publishing while at the same time letting the customer know that you purposely have recalled the quote rather than it just disappearing.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, in the QuoteValet Dashboard you can now delete a quote from QuoteValet. Typically you will not need to or want to do this except for when you have been creating test quotes and uploading them to QuoteValet. Once a quote has been accepted by a customer through QuoteValet you are not able to delete that quote and the electronic signature acceptance documentation unless you have master rights in QuoteWerks.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, QuoteValet quotes can be "Accepted by Proxy". While the most ideal situation is for you to upload your quote to QuoteValet and then have the customer click on "I Accept" through the QuoteValet page, sometimes the customer simply calls in to ask some clarifying questions or to accept the quote and provide their payment information at the same time. For just this situation, QuoteValet now has an "Accept by Proxy" feature. It works seamlessly within QuoteWerks. When you convert a quote to an order, the QuoteValet counterpart is flagged as Accepted. This is particularly important for reporting.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, When quotes are "Converted as Lost", the QuoteValet quote that you uploaded to QuoteValet will now also be converted as lost. This is particularly important for reporting.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
QuoteValet v1.1 now supported! See specific details further below.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: New     View All Features in Build
For QuoteValet users, there is a now a new quote acceptance page, so after your customer accepts the quote they will be redirected to a simpler smaller page that just contains their acceptance confirmation.
Version: 4.6      Build: 2      Implementation Date: 02/16/2011      Type: Fix     View All Features in Build
When opening an ORDER type document that was uploaded to QuoteValet, the status message of "QuoteValet - Checking for updates..." would be displayed and would not go away.