Information on QuoteWerks QuoteValet released

The QuoteWerks development and marketing teams at Aspire Technologies have been dripping out the information and providing the QuoteWerks Partner network with information on the new QuoteWerks QuoteValet feature for quite some time now. As QuoteWerks sales quoting Solution Partners, we’ve had the priviledge of seeing some ‘work-in-progress’ releases, but at the same time sworn to secrecy on marketing the new features.

Finally(!) information on QuoteWerks QuoteValet is being made public! 🙂

So, what is QuoteWerks QuoteValet?

QuoteWerks QuoteValet is an online quote delivery and acceptance vehicle. The new feature provides QuoteWerks users the ability to send a customer a QuoteValet link which, when opened, populates the quote through a web browser where the customer can review (including the ability to select options) and/or accept the quote online. Once a client or potential customer opens the quote and/or accepts it, QuoteValet will automatically send an email notifying the QuoteWerks user that the quote has been viewed and/or accepted.

In short: QuoteWerks QuoteValet is going to deliver huge benefits to helping you close sales FAST.

So when can YOU see QuoteWerks QuoteValet?

During IT Nation 2010, QuoteWerks will unveil the new online quote delivery and acceptance vehicle, QuoteValet.

When will I be able to use QuoteWerks QuoteValet in my business?

Again, we don’t know! We want it now! (Beta or otherwise!) We recognise how the new QuoteWerks QuoteValet will bring even greater efficiencies to businesses quoting and quote conversion process, so can’t wait to get it implemented in our business. However, we have to be respectful of the QuoteWerks development team’s uncompromising attitude to producing absolute quality in the software that they release.

Related Stories

See all

Copying the QuoteWerks QuoteValet URL to the Windows clipboard

Jan 31, 2019

The script below provides a way to quickly and easily copy the QuoteValet document URL for the current open document in QuoteWerks to the Windows clipboard. This can then be pasted into an email or other document to send to your customer. To implement the script, we suggest copy/pasting the below code into a text […]


User is already logged into QuoteWerks message

Jun 18, 2015

This is a fairly rare issue when working with newer versions of QuoteWerks, but it can be very frustrating when it does occur! The issue may occur if a User’s system crashed or they switched off their PC without first logging out of QuoteWerks and requires you to manually delete the “.lck” file associated with […]


QuoteWerks F2 lookup and double click does not work

May 19, 2015

This is another reasonable common query that our clients have which is usually due to the particular User’s Preference settings that is logged in on a particular workstation. Furthermore it will usually affect the User on any workstation that they try and if they log in as a.n.other User then QuoteWerks will probably behave as expected. Ref. […]