How Do I Setup QuoteValet?

This article includes information on how to setup QuoteValet, QuoteWerks online quote delivery and acceptance vehicle.

This article includes information on the following topics:

• Entering Your Credentials
• Status Tab
• General Tab
• QuoteValet Videos
• Templates Tab
• Site Files Tab
• Payment Processing Tab
• Activity Notifications Tab
• Auto-Reminder Options Tab
• Resource Security Tab
• Email Settings Tab

Entering Your Credentials

The QuoteValet setup is located in the Setup -> Options menu, under the QuoteValet page. 

In order to use this feature, ensure you have added the QuoteWerks Tenant Account information to your License Manager. Once the credentials have been added, click on the [Validate Subscription] button to ensure that the installation is able to connect to the QuoteValet.com servers and check to ensure the QuoteValet Subscription (trial or paid) has been activated for your account. 

Once QuoteValet is activated, on the File -> Print window, the [Upload to QuoteValet] button will be available. Also, a QuoteValet tab will appear on the Quote Workbook and will be enabled once that particular quote has been uploaded to QuoteValet.

Status Tab

The QuoteValet Status tab is where you can go to enable or disable QuoteValet and review your Subscription Details as seen below. Note the tabs on the right side of the window.

General Tab

The QuoteValet General Tab is the first tab displayed in the QuoteValet Setup Window. It includes settings used for various QuoteWerks features.  

Use For Peer Reviews

Checking this option will allow users to upload their quote to be reviewed by other sales reps in QuoteWerks via QuoteValet. If this is unchecked, users can still use the Peer Review functionality via email.  

Use For Approval Requests

Checking this option will allow users to upload their quote to be approved by management via QuoteValet. If this is unchecked, users can still request Approvals via email.

Allow regular documents to be imported from QuoteValet

Documents created in Remote installations and then uploaded to QuoteValet will display in the QuoteValet Inbox of the Master installation and vice-versa. When this option is set, you can import this document into the local installation if it does not exist. This is an easy way to import a document into an installation rather than doing a DTF export/import or a sync requiring a VPN connection. This is designed only to be used to import a document into an installation to then take over actions on the document. 

Prompt to Convert to Order when acceptance detected

This setting will prompt the user to convert the QuoteWerks document to an order once it has been accepted by the customer through QuoteValet. If left unchecked, the prompt will no longer automatically appear when a document has been accepted by a customer through QuoteValet.

On QuoteValet Page, Auto-Update Totals on changes

Checking this option will automatically recalculate the totals on QuoteValet quotes that have optional or quantity changeable items by refreshing the page. You may wish to leave this option off if you have quotes with a significant number of changeable line items.

QuoteValet Videos are supported for any document uploaded to QuoteValet.  The videos need to be uploaded to YouTube first and can then be displayed on the QuoteValet document.  Single or multiple videos can be displayed for a document as well as videos for individual line items.  QuoteValet also supports default videos for every type of document (quotes, orders, invoices) created in QuoteWerks so users do not have to remember to manually include videos on documents. 

YouTube Video Integration 

The YouTube Video Integration enables users to pair QuoteValet with their YouTube account.  This integration will allow users to select videos for their QuoteValet documents that have already been uploaded to YouTube instead of having to manually copy and paste the video URL.  For setup instructions, see the QuoteValet Videos topic. 

Default QuoteValet Video for New Documents

These settings enable users to set default single or multiple videos for new quotes, orders, and invoices created.  This is very useful if you are looking to include videos on every document created such as information about your company, ordering instructions, etc. When these defaults are set, these videos will automatically be associated with any new quote, order, or invoice that is created in QuoteWerks.  Users can remove them if needed, but will not have to remember to add them.  

Custom QuoteValet URL

You can have a custom Alias/CNAME in the QuoteValet URL. So, instead of www.quotevalet.com, the URL could be yourcompany.quotevalet.com. This feature is helpful, so your customers that are not familiar with QuoteValet will see your company name in the URL.

Quick Start

Company Logo

Quick Start allows you to quickly upload your logo to the default QuoteValet templates to start using QuoteValet immediately without any customization.
You'll need to ensure your logo is a file type of .jpg before uploading it using the [Upload Letterhead Logo] button. After you upload your logo, it will appear on your QuoteValet documents.

After all changes have been made, click the [OK] button on the QuoteValet Setup window and close out of the QuoteValet tab. 

Company Details

Make sure you've updated your company details in QuoteWerks (e.g., phone number, address, website), as these will automatically be uploaded to QuoteValet and used is all your QuoteValet templates.

You’re done with the basic setup of QuoteValet. You can begin using it now!

QuoteValet Videos

QuoteValet supports videos for any document uploaded to QuoteValet.  The videos need to be uploaded to YouTube first and can then be displayed on the QuoteValet document.  Single or multiple videos can be displayed for a document as well as videos for individual line items.  QuoteValet also supports default videos for every type of document (quotes, orders, invoices) created in QuoteWerks so users do not have to remember to manually include videos on documents.     

YouTube Video Integration

The YouTube Video Integration enables users to pair QuoteValet with their YouTube account.  This integration will allow users to select videos for their QuoteValet documents that have already been uploaded to YouTube instead of having to manually copy and paste the video URL. 

Pair Your YouTube Account with QuoteValet Videos

1. Click on the [Pair with Current YouTube session] button. 

2. When prompted, select Yes when it asks if you wish to pair your current YouTube session with QuoteWerks. If you are not logged in, selecting Yes will bring you to Google's login screen. If you wish to pair another account, log out of your current YouTube account. 

3. Login into your YouTube account you would like to use for QuoteValet videos then select Allow on the confirmation screen. If you are already logged in, simply select Allow.

4. After pairing, you should receive a confirmation message: 

5. Your YouTube credentials should now be paired with QuoteWerks.  You can now test the pairing on the setup screen in QuoteValet to ensure it is working: 

Default QuoteValet Video for New Documents

These settings enable users to set default single or multiple videos for new quotes, orders, and invoices created.  This is very useful if you are looking to include videos on every document created such as information about your company, ordering instructions, etc. When these defaults are set, these videos will automatically be associated with any new quote, order, or invoice that is created in QuoteWerks.  Users can remove them if needed, but will not have to remember to add them.    

1. Click on the  button

2. Give a title for the video.  This title will appear on the QuoteValet document as the name of the video. F2 Lookup is supported in this field if you have defaults you want to setup and use. 

3. Paste the YouTube URL into the Video URL field.  This URL needs to be a YouTube URL in order to operate properly.  F2 Lookup is also supported in this field. 

4. If you would like the video to automatically start playing when the client views the document on QuoteValet, check the box for Auto-play.

5. To test the video, click on the Play Video button. 

6. Click [OK] to finish the setup. 

Manually Attaching QuoteValet Videos to New Documents

1. Click on the Links Tab of your QuoteWerks document.

2. Click on the [Add] button under the QuoteValet Videos section. 

3. If you have Paired your YouTube account with QuoteValet and want to select a previously uploaded video, click on the drop-down menu for Select to view a list of videos available.  If you don't see a recently added video, click the F5 button on your keyboard to refresh the video list.  

4. If you would like to upload a new video to YouTube to use in your document, you can click on the [YouTube Video to Upload Page] button and QuoteWerks will open your YouTube account so you can upload a new video.

5. Give a title for the video.  This title will appear on the QuoteValet document as the name of the video. F2 Lookup is supported in this field if you have defaults you want to setup and use. 

6. Paste the URL into the Video URL field.  This URL needs to be a YouTube URL in order to operate properly. F2 Lookup is also supported in this field. 

7. If you would like the video to automatically start playing when the client views the document on QuoteValet, check the box for Auto-play.

8. To test the video, click on the Play Video button. 

9. Click [OK] to finish the setup.   

This setup can be repeated for as many videos that need to be added to the document. Click on the Remove button to remove any videos from this document. 

Line-Item Videos

In addition to document video support, users can also assign videos to specific line items in the document.  Line-Item Videos can be added on the fly or set as a default for a line item via the Product Database. 

To set a default video for a specific line item in QuoteWerks, follow these instructions:

1. Click on Products-> Lookup menu option or the Products button. 

2. Find the item you would like to add the video to and right-click Edit Item. 

3. Click on the Video tab and click on the [Add] button.  

4. If you have Paired your YouTube account with QuoteValet and want to select a previously uploaded video, click on the drop-down menu for Select to view a list of videos available.  If you don't see a recently added video, click the F5 button on your keyboard to refresh the video list.  

5. If you would like to upload a new video to YouTube to use in your document, you can click on the [YouTube Video to Upload Page] button and QuoteWerks will open your YouTube account so you can upload a new video.

6. Enter in the Title for the video and copy and paste the YouTube URL for the video.  

7. Click on the [Play Video] button to ensure the URL is correct.

8. Click [OK] to finish the setup.  

Now, whenever this item is added to a document, the video can be viewed on the QuoteValet page. 

Add Line-Item Video Manually 

To add a video to a line item on an existing document in QuoteWerks, follow these instructions:

1. Highlight the item you would like to associate with a video and click on the Show/Hide Picture Panel button.

2. This button opens the Set Picture/Video window where a picture and/or video can be added to this line item. 

3. Click on the [Add] button on the Set Picture/Video window and add the title and YouTube URL for the video or if paired with your YouTube account, select a video from the drop-down list or click on the [YouTube Video to Upload Page] button to open your YouTube account to upload a new video. 

4. Click [Ok] to finish adding the video to the line item. 

Once this document is uploaded or re-uploaded to QuoteValet, a video thumbnail will appear next to the line item.  Simply click on the thumbnail to play the video. 

Templates Tab

The templates tab is where all the QuoteValet templates can be viewed and customized. QuoteValet templates can be branded with your own company’s logos, colors, fields, etc.

The QuoteWerks fields from the DocumentHeaders and DocumentItems are available to be added or removed from the templates. Users can have multiple templates that show some fields and hide others.

You can also add editable fields on the QuoteValet templates such as the CustomText fields from the DocumentHeader or DocumentItems for customer input integration. This enables the customer to directly enter information into these fields or choose from lists. The customer input is then synced back into the quote in QuoteWerks.

QuoteValet comes with eight different layout types. These include the Acceptance Confirmation, Approval Request, Customer Facing, Notification Email, Notification SMS, Peer Review, Sales Rep Facing, and Quote Recall and can be found under the “Template Type”. 

Template Types

Acceptance Confirmation

This is the layout the customer sees when they have accepted a quote through QuoteValet.  

Approval Request

This is the layout users and managers see when a QuoteWerks document is submitted for approval via the settings under the Document Approval Settings. 

Customer Facing

This layout is what the customer will see when opening a quote sent from QuoteValet. 

Notification Email

This layout is the email template that the user of QuoteWerks will see when they receive an email notification from QuoteValet. This same template is used for notifications that the quote has been viewed, submitted a question or comment, an expired quote was viewed, the auto-reminders, the quote was accepted, and payment was made. 

Notification SMS

This layout is for the text messages that will be sent when a large quote is accepted in QuoteValet. 

Peer Review

This layout is for the Peer Reviews in QuoteValet. When a user submits a quote for Peer Review through QuoteValet their quote will be uploaded to the QuoteValet.com servers and this is the layout that the other users in QuoteWerks will see when they review the quote. 

Sales Rep Facing

This is the internal view of the quote. This is what the QuoteWerks user sees when looking at the quote on QuoteValet.com. This ensures that the view is not logged as a view by the customer since it is a QuoteWerks user viewing the quote. It is also where users can comment on the quote internally without the customer ever seeing the comments. 

Quote Recall

This is the layout the customer sees when a QuoteWerks user has “recalled” a quote. Recalling a quote allows you to customize a message for the user notifying them that you needed to make a change and update the quote. This is better than deleting the quote as recalling a quote will bring them to a customized page so they know you recalled the quote and not that the link is non-functional. 

QuoteValet Mobile PDF Template

This is the layout the customer sees when a QuoteWerks user has created a quote in QuoteValet Mobile as a PDF. 

QuoteValet Order Form

This is the layout the customer sees when a QuoteWerks user has created a shopping cart order form in QuoteWerks for the customer. The Shopping cart order form enables customer to purchase directly from the user without having to accept a quote. It also enables multiple customers to order from the same form as they will provide their own contact information when they are ready to place their order. 

The template type specifies which type of template you are editing or creating. For example, if you select the “Customer Facing” template type, this means that any template you create or edit will be what the customer views when they open your quote in their web browser. 

Once you have selected the template you would like to make changes to you have a few options. Using the New, Edit, or Delete buttons you can create a new template under that type, rename an existing template, or delete the template. 

The   checkbox for the templates tell you if the template you are currently editing is the default for the Customer Facing templates or if it is the live template that is being used for the other seven templates. To set a new template as the default for Customer Facing simply check this box when editing your template. Check the “Is Live” box to make that template live for the Acceptance Confirmation, Approval Request, Notification Email, Notification SMS, Peer Review, Quote Recall, and Sales Rep. Facing. 

Once you are ready to customize the template select the “Customize” radio button. This will now let you make changes in the Template HTML window. 

After making changes to the template be sure to save it before clicking out of the template box. Once you have completed your changes you can preview your template before finalizing it and exiting the edit window. In order to this you will need to have already created a QuoteValet Test document. 

This can be done in QuoteWerks by creating a blank document and saving it as “QuoteValet Test”. You will then need to upload that document to QuoteValet as if you were sending it to a customer. 

Once you have done that your document will appear in the Preview area. 

Click on the Save & Preview button once you are ready to preview your changes. 

Public Standardized Templates

CustomerFacing_TypedWrittenSignature

This is our standard QuoteValet template format. It includes the Template Header section, Company Information section, Document Header section, Line Item Detail section, Acceptance section, and Questions section. This Document Header section includes a link to the attached PDF file.  This Template allows the customer to type their name while it produces a written-look signature.

CustomerFacing_TypedSignature

This is similar to the standard template in that it includes the Template Header section, Company Information section, Document Header section, Line Item Detail section, Acceptance section, and Questions section. This Document Header section includes a link to the attached PDF file.  This Template allows the customer to type their name and then type a "signature".

CustomerFacing_DrawnSignature

This template is very similar to our standard template. The only difference is that the Acceptance section allows your customer to provide a written digital signature with their mouse. When using a tablet, your customer can sign with their tablet pen (or their finger).

CustomerFacing_InlinePDF

This template includes the Template Header section, Company Information section, an in-line PDF of the quote, Acceptance section, and Questions section. 

Essentially, this template inserts your PDF file that QuoteWerks generated into the middle of the QuoteValet template, replacing the Document Header and Line Item Detail sections. Doing this has an upside and a downside. The upside is that you've already formatted the layout to generate a PDF file to look exactly how you want it, and that is what will be inserted using this template. If you don't use this inline PDF QuoteValet template, then you'll need to spend the time to try and customize the QuoteValet HTML template to match the same formatting as your QuoteWerks quote.

While the upside is that you don't have to re-create the layout format in the QuoteValet HTML template, the downside is that the quote is not interactive; your customer can't choose optional line items, etc., but they can still sign electronically.

CustomerFacing_NoDetailSection

This template includes the Template Header section, Company Information section, Document Header section, Acceptance section, and Questions section. This Document Header section includes a link to the attached PDF file.
This template is used to send the QuoteValet quote to the customer, have them view the attached PDF file, and then sign electronically. No line items are displayed, and as a result, the quote is not interactive; your customer can't choose optional line items, etc., but they can still sign electronically.

CustomerFacing_NoPDF

This template includes the Template Header section, Company Information section, Document Header section, Line Item Detail section, Acceptance section, and Questions section. This Document Header section does NOT include a link to the attached PDF file.

Legacy Templates

CustomerFacing

This is our standard QuoteValet template format. It includes the Template Header section, Company Information section, Document Header section, Line Item Detail section, Acceptance section, and Questions section. This Document Header section includes a link to the attached PDF file.  This Template allows the customer to type their name while it produces a written-look signature.

CustomerFacingInlinePDF

This template includes the Template Header section, Company Information section, an in-line PDF of the quote, Acceptance section, and Questions section. 

Essentially, this template inserts your PDF file that QuoteWerks generated into the middle of the QuoteValet template, replacing the Document Header and Line Item Detail sections. Doing this has an upside and a downside. The upside is that you've already formatted the layout to generate a PDF file to look exactly how you want it, and that is what will be inserted using this template. If you don't use this inline PDF QuoteValet template, then you'll need to spend the time to try and customize the QuoteValet HTML template to match the same formatting as your QuoteWerks quote.

While the upside is that you don't have to re-create the layout format in the QuoteValet HTML template, the downside is that the quote is not interactive; your customer can't choose optional line items, etc., but they can still sign electronically.

CustomerFacingNoDetailSection

This template includes the Template Header section, Company Information section, Document Header section, Acceptance section, and Questions section. This Document Header section includes a link to the attached PDF file.

This template is used to send the QuoteValet quote to the customer, have them view the attached PDF file, and then sign electronically. No line items are displayed, and as a result, the quote is not interactive; your customer can't choose optional line items, etc., but they can still sign electronically.

CustomerFacingNoPDF

This template includes the Template Header section, Company Information section, Document Header section, Line Item Detail section, Acceptance section, and Questions section. This Document Header section does NOT include a link to the attached PDF file.

CustomerFacingWrittenSignature

This template is very similar to our CustomerFacing Public Standardized template. The only difference is that the Acceptance section allows your customer to provide a written digital signature with their mouse. When using a tablet, your customer can sign with their tablet pen (or their finger).

Editing HTML/CSS in Templates

Due to the complexity of QuoteValet and the need to have advanced HTML/CSS knowledge, we do not offer direct technical support for QuoteValet modification. We do, however, have professional services, which you can contract with to get the customization services that you need.

If you have your own developers on staff,  you can make modifications on your own. To access the HTML to do this, go to Setup -> Options -> QuoteValet tab, then click on the [Setup] button. This will bring you to the Templates tab, as discussed above.

The "CustomerFacing" Template Type is the most common, and the one the customer will be presented with. You can make direct changes to the HTML code there under the Templates tab.

To modify the visual look of the template, you'll need to make changes to the CSS. To do this, click on the Site Files tab, then download the "sample-customizations.css" file listed there. By default, it should save to the \QuoteWerks\QuoteValetSiteFiles folder. Click Open Containing Folder.

When you open the "sample-customizations.css" file, you'll notice it contains instructions on how to modify the CSS to perform certain changes to it, and also to educate yourself on CSS. You can make your changes to the "sample-customizations.css" file, then rename the file from "sample-customizations.css" to "customizations.css". 

Then, in the Site Files tab, upload the newly renamed "customizations.css" file. This will replace the existing "customizations.css" file for your QuoteValet account. Once the file is uploaded, just refresh your QuoteValet Insight page in the browser window, and you will see the updated CSS in effect. By modifying the HTML and the CSS, you can make almost any changes you want.

Site Files Tab

The Site Files tab includes the default logos and any other logos you would like to include on your templates, as well as any CSS files.  

Only the follow file types can be uploaded to the QuoteValet Tenant Site: .GIF, .ICO, .JPG, .JPEG, .PNG, .CSS, .JS, .PDF

The maximum size for letterhead logos should not exceed 300px.  PDF files cannot exceed 300K and the size for all other file types are 150K. 

Here are the default sizes of the logo, top banner, and more on QuoteValet:

There are four buttons on the Site Files menu. The buttons perform the following functions:

: Refreshes the file list with the most up to date versions of the files listed

: Uploads a new file to the QuoteValet server (drag and drop is also supported)

: Deletes existing files from the QuoteValet server (highlighting a file and using the Delete key will also delete the file) 

: Downloads the highlighted file into your \QuoteWerks\QuoteValetSiteFiles folder

You can highlight multiple site files at once to upload, download, or delete. 

QuoteValet Upload Area

File Category List

QuoteValet Upload Area is where you manage your file categories for documents that are uploaded to QuoteValet.  This allows you to more easily organize the documents that your clients provide.  The categories can be set by typing in the category name and separating them with a comma. 

Display File Upload Edit Window After Upload

This checkbox will automatically open the Set Properties for Uploaded File window for your clients and sales reps.  This means anytime a file is uploaded this window will appear.  This window allows users to change the file name, set the category (if applicable), and include any notes that are important to this specific file. 

Payment Processing Tab

QuoteValet accepts payments (deposits, partial payments, final payments, etc.) through over 80 payment gateways, including Authorize.net, QuickBooks merchant services, and PayPal. Additionally, for QuickBooks users, payments received by QuoteValet can be imported as a customer payment in QuickBooks and automatically applied to the customer that made the payment.

Payment Gateway Accounts

There are four buttons on the Payment Gateway Accounts menu. The buttons perform the following functions:

: Refreshes the Payment Gateway Accounts list with all the gateways that have been created
: Creates a new payment gateway for QuoteValet. This is where you will choose which gateway you would like to use. You may choose multiple gateways. 
: Deletes existing gateways from the QuoteValet server: 
: Edits existing gateway information from QuoteValet, such as new ids, passwords, etc. 

Creating New Payment Gateway

To create a new payment gateway click on the  button. Once clicked, the “QuoteValet Payment Gateway Accounts” window will open. There will be a drop-down so you can select the payment gateway you would like to setup. The four types of payment gateways available include Credit Card, EChecks (ACH), and PayPal. 

You can also click on the credit card icon and PayPal icon to choose one of those payment options. 

Merchant Account – Credit Card

The credit card option will provide you with a drop-down box with the supported credit card vendors in QuoteValet. Once you have selected the vendor you wish to use you will need to fill in the appropriate fields such as the Gateway, Login, Passwords, etc. You can also specify which credit card types you accept (VISA, Master Card, American Express and/or Discover).

Merchant Account - ECheck

The ECheck option will provide you with a drop-down box with the supported ECheck vendors in QuoteValet. Once you have selected the vendor you wish to use you will need to fill in the appropriate fields such as the Gateway, Login, Passwords, etc. You may need to contact your merchant to add ACH support if you have not activated it on your account. 

PayPal Express Checkout

The PayPal Express Checkout option will allow you to use your PayPal account to accept payments. You will need to fill in the API Username, API Password, and API Signature.

1. Login to your PayPal account 

2. Click the Gear at the top -> Profile and Settings. 

3. Click on My Selling Tools -> API Access ('Update' Link on right)

4. Under NVP/SOAP API Integration, select "Request API credentials". 

5. Select "Request API Signature" option and click on the [Agree and Submit] button.

6. Click on the "Show Link" option under each credential to view them and copy and paste these into the Payment Gateway form. 

Payment Confirmation Message

The Payment Confirmation Message is the message that will be displayed after a successful payment is made.  Type into this message to set your default and then click [Save].

Payment Type Instructions

The Payment Type Instructions are displayed on the payment page.  These instructions enable users to set a specific message when selecting a payment option.  For example, if you wanted to give the customer the option to pay by check, you could create a specific set of instructions that display when the customer selects the payment option of "Check".  This could include who to mark the attention to on the envelope as well as confirm the proper address to send the check too.  For wire transfer, you could include your wire transfer account information.  

Activity Notifications Tab

The Activity Notifications Tab enables users to specify who receives the QuoteValet Notifications for key QuoteValet events. Events include when a quote has been accepted, when payment has been made, when a QuoteValet Mobile quote has been created, when a OrderForm order has been placed, the document first view notification, when a document is approved/not approved, and when a Peer Review comment has been posted. Users can add additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department in the loop when payments are received and for keeping sales managers in the loop when quotes are accepted.

Non-Triggering IP Address List

This fields is used to define IPs or IP ranges that should not trigger the First View activity notification. This is useful to prevent view notifications from being triggered by your own internal email scanning systems that follow all links in an email and erroneously trigger customer view notifications. Multiple IPs can be added so long as they are separated by a comma. Additionally, you can add a range of IPs for an entire group of IPs by leaving the octet you wish to exclude blank. For example, if you wanted to exclude all IPs in the final octet of an IP range you could simply put 192.168.1. To further exclude IPs from an additional octect you could put 192.168. 

To set up the notifications for other users first choose your activity. You can choose from Quote Acceptance, Payment Received, Mobile Quote Created, OrderForm Order Placed, First View, Approval Approved, Approval Not Approved, and Peer Review Posted, Customer Intends to Pay, Payment Failed,  Comment Posted by Customer, Comment Posted by Sales Rep, Expired Quote. 

Next, select the rep or group who will be creating the documents. For example, if you want notifications to be sent out to other email addresses for Inside Sales Reps quotes, then you would select the Inside Sales group here. If you want the Administrators notifications to be sent to another email address, then you would select the administrator here. 

The final step includes choosing where you would like the notifications to go. There are two options a CC list and a BCC list. For both you can select a group or single user in QuoteWerks from the drop-down box. 

Auto-Reminder Options Tab

Reminder Options Defaults

The Auto-Reminder Options tab is where users can set the default Auto-reminder settings for the installation. The Auto-reminders are automatically generated emails sent to the client and the SalesRep to remind them to view the document, let them know it is expiring, and also that an accepted quote still has a balance.  The selections made will apply to all users who utilize QuoteValet.  Users have the option to manually adjust the reminder settings on each document uploaded to QuoteValet.  If no selections are changed, then the default selections will be used. 

Recipient Reminders

Remind Recipient if document NOT VIEWED within X days: Selecting this checkbox will send an email to the recipient (customer) the selected number of days AFTER the quote has been delivered, reminding them that they have not yet viewed the quote. If they have already viewed the quote, this reminder WILL NOT send. 

Remind Recipient when document is EXPIRING in X days: Selecting this checkbox will send an email to the recipient reminding them that their quote will be expiring in a specified number of days.  If the QuoteValet document has been accepted, recalled, or converted to Lost, this reminder WILL NOT send.  

Remind Recipient when document is accepted, but NOT PAID after X days: Selecting this checkbox will send an email to the recipient reminding them there is a balance that needs to be paid on the accepted quote. This reminder will only send if the document has been accepted AND a deposit has been set for the document. 

SalesRep Reminders

Remind SalesRep if document NOT VIEWED within X days: Selecting this checkbox will send an email to the SalesRep (user) the selected number of days AFTER the quote has been delivered, reminding them that the quote has not been viewed by the customer yet. If the customer has already viewed the quote, this reminder WILL NOT send. 

Remind SalesRep when document is EXPIRING in X days: Selecting this checkbox will send an email to the SalesRep reminding them that their quote will be expiring in a specified number of days. 

Remind SalesRep when document is accepted, but NOT PAID after X days: Selecting this checkbox will send an email to the SalesRep reminding them there is a balance that needs to be paid on the accepted quote. 

The reminder emails sent to the SalesRep and the customer are available to be modified in the Templates Tab.  Select the Notification E-mail template drop down and you can make edits to the text and look of the notification emails. 

Resource Security Tab

The Resource Security Tab in QuoteValet enables users to set security settings for QuoteValet Insight and QuoteValet Insight Leaderboard. This feature enables companies to select who has access to QuoteValet Insight and QuoteValet Insight Leaderboard. It can be specified per user by IP address. This enables users to make sure only users on the approved IP address list would be able to access QuoteValet Insight and the QuoteValet Insight Leaderboard. It also controls where the information can be accessed to keep users from pulling this information if they are out of the office or on an unsecured Wifi network.

To set up the security settings for a new user or group click on the  icon. This will bring up a new window where you can select user(s) or groups to add to the approved list:

Once you have made your selections click on the  icon on the IP address list to add your approved IP address. You also have the option to deny a certain group to lock users or groups out of using the QuoteValet Insight or Leaderboard. 

If you need to edit any of the users or groups on the approved or deny list, clicking on the button will enable you to make those changes. Finally, if you need to delete an enabled setting, click on the  button to remove it.

Email Settings Tab

General

Use the Sales Rep's email address when sending automated emails from QuoteValet to the customer

This option uses the Sales Rep email address as configured in Setup -> My Preferences.

Note: Your email-related DNS records (SPF, DKIM, and DMARC) must be configured properly to ensure delivery.

Note: You will likely need to configure the QuoteValet DKIM Relay settings to ensure delivery.

Note: If this option is not checked then emails are sent from DoNotReply@quotevalet.com

Use the customer's email address when sending automated emails from QuoteValet to the Sales Rep

This option uses the customer's email address as set in the sold to email field in the quote.

Note: This option is NOT recommended and only made available for LEGACY purposes.

Note: You will need to whitelist ALL inbound email from the QuoteValet server in order to ensure delivery.

Note: If this option is not checked then emails are sent from DoNotReply@quotevalet.com

Specify an override FROM address to use when sending automated emails from QuoteValet to the Sales Rep

This option will use the provided email address as the from address when automated emails are sent to the Sales Rep.

Note: This setting overrides / trumps the LEGACY option above.

Note: Your email-related DNS records (SPF, DKIM, and DMARC) must be configured properly to ensure delivery.
Note: You will likely need to configure the QuoteValet DKIM Relay settings below to ensure delivery.

QuoteValet DKIM Relay

QuoteValet DKIM Relay settings allow you to control how emails sent from QuoteValet are authenticated. By default this is set to not use DKIM relay, however it is generally recommended to use if you have the option. In order to use this feature and ensure email delivery, your email-related DNS records must be configured to allow QuoteValet to send email on your domain's behalf.

Do NOT use DKIM relay

This is the default setting. With no DKIM relay configured QuoteValet emails will come from DoNotReply@quotevalet.com

Use DKIM relay (Simple) 

This is the recommended setting. Setting up DKIM relay (Simple) will allow you to send emails from the email configured in Tools > My Preferences. In order to use this feature and ensure email delivery your email-related DNS records must be configured to allow QuoteValet to send email on your domain's behalf. In addition to inputting the information requested on the screen above, it requires you take specific steps on your email server as outlined below. 

DNS Record Configuration

NOTE: Improperly configuring your DNS records can cause downtime for your company's internet resources such as websites and email. If you are unsure, please consult your DNS administrator to make these changes.

SPF

Your SPF record must contain the following: include:azure.quotevalet.com.
Depending on your current DNS configuration you may be updating an existng record or creating a new one.

Update Record Example:
Current SPF record: v=spf1 include:_spf.google.com ~all
Updated SPF record: v=spf1 include:_spf.google.com include:azure.quotevalet.com ~all

New Record Example:
New SPF record: v=spf1 include:azure.quotevalet.com -all

CNAME Record

In your DNS settings, create a CNAME record named 'qwtenant._domainkey'
For the record's value enter qwtenant._domainkey.quotewerks.com.

DMARC

Generally there are no changes necessary for your DMARC record. In practice we've found that
if the SPF and CNAME records are configured properly QuoteValet is able to send email on behalf
of customers even when their DMARC record is configured for Strict alignment.

Use DKIM relay (Advanced)

This option should only be used by advanced users. It requires very specific settings be configured on your email server. Like setting up DKIM relay (Simple), DKIM Relay (Advanced) will allow you to send emails from the email configured in Tools > My Preferences. In order to use this feature and ensure email delivery your email-related DNS records must be configured to allow QuoteValet to send email on your domain's behalf. In addition to inputting the information requested on the screen above, it requires you take specific steps on your email server as outlined below. 

DNS Record Configuration

NOTE: Improperly configuring your DNS records can cause downtime for your company's internet resources such as websites and email. If you are unsure, please consult your DNS administrator to make these changes.

SPF

Your SPF record must contain the following: include:azure.quotevalet.com.
Depending on your current DNS configuration you may be updating an existng record or creating a new one.

Update Record Example:
Current SPF record: v=spf1 include:_spf.google.com ~all
Updated SPF record: v=spf1 include:_spf.google.com include:azure.quotevalet.com ~all

New Record Example:
New SPF record: v=spf1 include:azure.quotevalet.com -all


DKIM

Generate a public-private key pair using the following DKIM Record Generator Tool (2048 Key Length recommended):
https://easydmarc.com/tools/dkim-record-generator

In your DNS settings, create a TXT record named 'SELECTOR._domainkey'
(where SELECTOR is the selector name you provided to the DKIM Record Generator Tool).
For the TXT record's value enter the record value provided by the tool.

TXT Record Value Example:
v=DKIM1; t=s; p=PUBLIC_KEY_STRING

DMARC

Generally there are no changes necessary for your DMARC record. In practice we've found that
if the SPF and DKIM records are configured properly QuoteValet is able to send email on behalf
of customers even when their DMARC record is configured for Strict alignment.

QuoteValet DKIM Relay

- DKIM Domain: The domain name provided when using the DKIM Record Generator Tool above.
- DKIM Selector: The selector provided when using the DKIM Record Generator Tool above.
- DKIM Private Key: The private key generated when using the DKIM Record Generator Tool above.

Verifying Your Configuration

1. Find and open the test email that was sent to your Gmail email address.