Important: A QuoteValet subscription is required to view the QuoteValet Dashboard. Without this subscription, the QuoteValet Dashboard will not be available. |
This section covers the QuoteValet Dashboard, which is accessible by clicking on QuoteValet Dashboard from the left navigation panel:
Inbox Tab
The Inbox tab enables users to see new notifications of existing documents for the current day or since last viewed. It provides more of a real-time look at what customers are currently doing with their quotes since the last time the user viewed the QuoteValet dashboard.
Document Status and Notifications
The inbox tab will display the status of the documents along with the activity history. Specifically, users can see when a quote has been accepted (orange), paid (green), converted to lost (red), or expired (outlined in red).
Additionally, from this tab users are able to open the document in QuoteWerks or on QuoteValet, view it in their CRM (if applicable), or dismiss the notification from the Inbox which removes it from the Inbox. Each time a new activity is performed by the customer (such as another view, changing options, etc.) it is recorded on this tab and a new notification will display here until it is dismissed. The [Dismiss All] button will dismiss all the activities in the inbox. You should only use this button when you no longer need to follow up with any of the notifications in your inbox.
Each inbox notification displays an icon indicating what type of activity has happened since you last checked. The icons are defined below:
- Document was created via QuoteValet Mobile
- Customer viewed the quote on QuoteValet
- Customer viewed the PDF document attached to the QuoteValet quote
- Customer changed options on the QuoteValet quote
- Customer posted a question/comment on the QuoteValet quote
- Customer accepted the quote on QuoteValet
- Customer made payment on the QuoteValet quote
- Customer viewed expired quote
- Quote has been recalled
Notifications, like customer acceptance of the quote, remain in your inbox until the sales rep has dismissed it, helping to prevent accepted quotes from becoming lost. Only the first 50 inbox items will be displayed in the inbox.
|
Show Activity for Quote Checkbox
This checkbox will let users toggle between displaying or not displaying the activity for the selected quote. You can turn this off if you are going to dismiss multiple notifications on the Inbox tab such as at the end of the day so it does not load the activity and let's you remove them faster. This setting is remembered per user.
Expired Quote
If your customer views the quote on QuoteValet after it has expired, the customer 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.
Lost Quotes
If you convert a quote to lost in QuoteWerks (File -> Convert to Lost), this quote will also be updated as "Lost" in QuoteValet. If a customer views a quote marked as "Lost" they will have the option to request an updated quote. Additionally, when you convert a quote to lost, QuoteWerks gives you the option of recalling the quote so the client can no longer view it. This is very useful if you were running a discount or the pricing from the vendor expired and you do not want the client to be able to see the old pricing.
Related Topics:
•Customizing QuoteValet Templates
•Uploading Documents to QuoteValet
•Accepting Payments in QuoteValet
