You are here:  QuoteWerks Help > CHAPTER 17: QuoteValet > Using QuoteValet

This section focuses on using QuoteValet in QuoteWerks.  This will show you how to upload documents to QuoteValet, how to access the QuoteValet dashboard, how to accept and receive payments, how to use the Shopping Cart and QuoteValet mobile.

 

See the following topics to learn more about using QuoteValet.

●Customizing QuoteValet Templates

●Uploading Documents to QuoteValet

●QuoteValet Dashboard

●Accepting a QuoteValet Quote

●Accepting Payments in QuoteValet

●QuoteValet Tab on the Quote Workbook

●QuoteValet Mobile

●QuoteValet Shopping Cart

 

 

Related Topics:

●Anatomy of a QuoteValet Quote

●QuoteValet Setup Window

●QuoteValet Insight

Version 5.2 (Build 8.12)  - July 7th, 2017