Quotevalet is a more robust way to deliver quotes and proposals to. The video tab enables users to set a default line item video for use in quotevalet. Now, whenever this item is added to a document, the video can be viewed on the quotevalet page.
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Quotevalet is the online quote delivery and acceptance vehicle for quotewerks.
This will show you how to upload documents to quotevalet, how to access the quotevalet dashboard, how to accept and receive payments, how to use the shopping cart and.
The quotevalet shopping cart is included in your quotevalet subscription for no additional fee. In this video, you will learn how to setup quotevalet in quotewerks for the first time. Add line item video manually. This will show you how to upload documents to quotevalet, how to access the quotevalet dashboard, how to accept and receive payments, how to use the shopping cart and.
Quotevalet supports videos for any document uploaded to quotevalet. Quotevalet mobile is included in your quotevalet subscription at no addition. Anytime this item is quoted, the video associated here will be available for the customer. Quotewerks is an affordable quoting and proposal solution (cpq).
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Click here to find out more about quotevalet pricing. It would be good if there. Quotevalet supports videos for any document uploaded to quotevalet. Quotevalet is a more robust way to deliver quotes to your customers and.
Quotevalet is designed to be a turnkey solution enabling you to start delivering interactive quotes in minutes. Take a deeper dive into quotevalet by learning how to customize the html/css, support credit card payments, and other important feature sets within quotewerks' electronic. This includes entering quotevalet tenant credentials, uploading your company letterhead, using sales rep. To add a video to a line item on.
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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. This video walks you through how to create a new template in quotewerks and submit it to quotevalet mobile to create quotes on the road. The videos need to be uploaded to youtube first and can then be displayed on the. Quotevalet is the online quote delivery and acceptance vehicle for quotewerks.
