The QuoteValet Dashboard is a central interface within QuoteValet (a module/add-on for QuoteWerks) that lets you monitor, manage and act on your quote delivery, customer interactions, payments, and approvals.
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.
NOTE: Any QuoteValet Mobile quotes created by the selected user in the drop-down will also appear in the Inbox tab. To import that QuoteValet Mobile quote into the master installation of QuoteWerks simply click on the “Import” button. This will bring the quote into QuoteWerks and change the button from “Import” to “Open”. This is how users will know that the quote has been imported into QuoteWerks.
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.
QuoteValet Notifications, E-Mails, and SPAM
When you receive the email from QuoteValet in your email client, your email client will see the customer email address that it is from and will link it to that companies record in your CRM or Email client. That way you can actually see all emails that have been exchanged with that customer and all notifications of views for that customer listed under that customers CRM/Email client record. We do it this way because of the benefit and clarity of the real world need to associate these emails about the customer with the customer.
When your SPAM filter receives the email that quotevalet.com sent using the azure.quotevalet.com SMTP server with the reply to email address being of our customer's customer, like joe@abccompany.com, it looks at the reply to email address and sees that the email domain is @abccompany.com. What it does next is an attempt to detect spam. It does a REVERSE DNS lookup querying the abccompany.com SMTP server and asks it if azure.quotevalet.com is an authorized send of emails on its behalf. This can result in the email being treated as spam.
IMPORTANT: To avoid QuoteValet emails from being marked as SPAM or being undeliverable, explore setting up DKIM (Domain Keys Identified Mail.) Doing so will ensure that your email server has been properly configured to use DKIM thereby reducing the risk of having your QuoteValet emails marked as SPAM or being undeliverable.
You can often combat this by white-listing the QuoteValet domain/IP address in your email systems (quotevalet.com/52.240.150.170). White-listing, as well as applying this as a reverse DNS lookup in your systems often allows the emails to come through without issue.
You can also modify the SPAM software settings to not check for this if the SMTP server is azure.quotevalet.com as well as modify the settings to look for all emails with a subject starting with "QuoteValet:" and let those all come through.
For your customers to receive emails through their spam filters, you may need to add the QuoteValet email server (azure.quotevalet.com/52.240.150.170) to your SPF record.
Emails are not always 100% reliable, therefore we also have our QuoteValet Dashboard inside QuoteWerks and www.quotevalet.com/insight on the web to ensure the best experience in QuoteValet reporting and notification. These options read directly from the QuoteValet server, and have real-time activity updates with what has happened on QuoteValet.
Finally, we have a component we can trigger on your QuoteValet Tenant Account that will force all notification emails, both to you as well as to your customers, to be sent to-and-from "donotreply@quotevalet.com". Because this will resolve from the email's origin domain, this will prevent the emails from being seen as spam. If the above options do not work, then more than likely we will have to enable this for you so that you can receive notifications without issue.