QuoteValet templates are fully customizable.
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Company Logo
See Company Logo under the QuoteValet Setup window's Quick Start tab.
Company Details
See Company Details under the QuoteValet Setup window's Quick Start tab.
Sales Rep Picture
Users can also include pictures of themselves and their electronic signature to the quote and have it uploaded to QuoteValet to add a personal touch.
To add a sales rep picture and/or sales rep signature go to the Tools-> My Preferences tab and upload the pictures there. The optimum sizes are 120x80 pixels for the Sales Rep Picture and 120x51 pixels for the Sales Rep Signature.
Sales Rep Signature
Sales reps can also include their electronic signature to the quote and have it uploaded to QuoteValet to add a personal touch.
Customizing Template CSS
The QuoteValet layouts are written in HTML and CSS coding. They can be modified by users who have experience with advanced web design. See Editing HTML/CSS in Templates for details on how to edit this HTML/CSS code.
Related Topics:
•Uploading Documents to QuoteValet
•Accepting Payments in QuoteValet
