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15 Search results for My Summary

Version: 5.4    Build: 1.08    Release Date: 11/19/2018     Type: New     View All Features in Build
For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified.
Version: 5.2    Build: 6    Release Date: 05/24/2017     Type: New     View All Features in Build
For QuoteValet Insight users, on Dashboard->My Summary, there are now several new periods available. Last Quarter This YTD This Quarter Last YTD Two Years Ago Two Years Ago YTD Three Years Ago Three Years Ago YTD These are available depending upon the security rights that have been assigned to the user.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
The MySummary Dashboard has been updated to include a "Quota bar" that shows sales statistics relating to the logged in user's sales quota.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
You can now set a Monthly Sales Quota Amount per sales rep on the Sales tab of the User properties window. This is used in the MySummary and Opportunities Dashboards. The UserProperties "Commissions" tab has been renamed to "Sales".
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
For Autotask users, new quotes can now be created starting with an Autotask Opportunity. When a new opportunity is created in Autotask or an existing opportunity in Autotask is set to have an opportunity stage of "Create Quote" or other pre-defined stage, the Autotask Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for Autotask Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new Autotask opportunity using Autotask mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular Autotask vs Autotask Mobile. From the Notifications section on the Dashboard, you can also click on a link to view the opportunity in Autotask.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
On the QuoteWerks "My Summary" dashboard there would be a display issue if the QuoteWerks installation path contained an apostrophe "'".
Version: 4.9    Build: 1.17    Release Date: 10/31/2013     Type: New     View All Features in Build
The menu View->MySummary Dashboard has been added. This is the counter-part to the Dashboard main toolbar button. Since this is now a menu, you can use the menu rights to hide this menu and toolbar icon if desired.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Misc     View All Features in Build
The QuoteValet Dashboard is now on a combined window with the new 'My Summary' Dashboard. Each dashboard is on its own tab within the same window.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: New     View All Features in Build
For ConnectWise users, quotes can now be created starting with ConnectWise Opportunities. When a new opportunity is created in ConnectWise or an existing opportunity in ConnectWise is set to have an opportunity status of "CreateQuote", the ConnectWise Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for ConnectWise Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. The description from the opportunity will be copied into the internal notes field on the Notes tab. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new ConnectWise opportunity using ConnectWise mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular ConnectWise vs ConnectWise Mobile.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: New     View All Features in Build
There is now a 'My Summary' Dashboard in QuoteWerks. It shows a summary total number and total amount of quotes and orders from this month, last month and two months ago. It also shows all the sales' reps quotes that expire within the next 7 days. It also shows any opportunities in ConnectWise that a quote has been requested for. There is a link on the expiring quotes for QuoteValet users to easily post a comment on the expiring quote on QuoteValet to remind the customer that the quote is expiring soon. It also shows a list of all the document that have been recently opened. Pressing the F5 key on the Dashboard will refresh it. The Dashboard is accessible through the new Dashboard icon on the toolbar.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added Misc Access rights "CanSeeDateRangeThisWeekInQuoteValetWebMySummary", "CanSeeDateRangeLastWeekInQuoteValetWebMySummary", "CanSeeDateRangeThisMonthInQuoteValetWebMySummary", "CanSeeDateRangeLastMonthInQuoteValetWebMySummary", "CanSeeDateRangeTwoMonthsAgoInQuoteValetWebMySummary", "CanSeeDateRangeThisYearInQuoteValetWebMySummary", and "CanSeeDateRangeLastYearInQuoteValetWebMySummary". These are used to control how much historical data you want the user to see. It makes sense for them to see the last week or month, but do they need to see the entire year? or does that begin to show them more than you want them to be able to see?
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added Misc Access right "CanSeeTotalsInQuoteValetWebMySummary". Depending upon the purpose why you are giving the user access to the QuoteValet Web My Summary, you may or may not want them to see the totals all the orders or quotes combined together. In certain cases you do not want your users knowing the total gross sales.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Added Misc Access right "CannotUseQuoteValetWebMySummary". If this is set, then the user will not be able to access the Dashboard->My Summary in QuoteValet Web.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Introducing QuoteValet Web. Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. QuoteValet Web is a browser based solution and is included in your QuoteValet subscription at no additional charge. QuoteValet Web is packed with features, here are just some of the highlights. Executive Summary: Gain insight into your business with the Executive Dashboard. From this dashboard you can see the total number and dollar amount of all quotes sent, accepted, and paid for any given date range. You can see the top quotes and orders (by $ amount), all documents that were viewed by customers, any customer comments, or sales rep comments. When reviewing each of these documents, you can use the [Send Note] feature to email the sales rep feedback or questions about the quote and you can easily cc their supervisor. Also in the dashboard is the Comparitive Analysis which gives you a pivot table like breakdown of your sales reps performance based on number of quotes, number of orders, dollar amount of quotes and dollar amounts of orders generated within a specified date range. Great for comparing the performance between sales reps. StatusBoard: The Status Board shows a non-interactive version of the Inbox for all users, but limits the notifications to priority notifications like quote acceptance, payments, customer comments, and expired quote viewed. This is meant to be run and displayed on a large monitor in the sales area so that the sales manager can see that all QuoteValet customer activity has been addressed, like all orders have been processed, etc. It automatically refreshes every minute to get you realtime customer activity notifications. Also displayed on the Status Board is the LeaderBoard which is a rotating panel that shows a) The top($) 10 Accepted Quotes this WEEK b) The top($) 10 Accepted Quotes this MONTH, c) The top($) 10 Accepted Quotes this YEAR, d) The top($) 10 Outstanding Quotes this WEEK e) The top($) 10 Outstanding Quotes this MONTH, f) The top($) 10 Outstanding Quotes this YEAR. Inbox: The inbox is very similiar to the QuoteValet Dashboard inbox within QuoteWerks. Peer Reviews: This will show you any peer reviews requested on documents that you have the rights to view. Approvals: This will show you any approval requests on documents that you have the rights to approve. My Summary: Very similiar to the Executive Summary is limited in that it will only show information about your own documents and it does not include the Comparative Analysis feature found in the Executive Summary. Find: This is a great way to quickly find a quote and see its current status and all activity history without actually opening it in QuoteWerks.

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Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
There are some advanced macros that can be used in the HTML Email Templates, Snippets, and Signatures. They are SystemTemplateBody:{Name}, SystemTemplateSubject:{Name}, PublicTemplateBody:{Name}, PublicTemplateSubject:{Name}, MyTemplateBody:{Name}, MyTemplateSubject:{Name}. These can be used to do some neat things, like create a template that includes all the information from another template and then just adds some more information above or below the other templates information. For example, there might be a public template that contains information thanking the customer for placing an order, and you can then create your own template that adds your own summary of the information above it. The subject version of the macro is used to obtain the subject of the email template. You can use this in the subject line of another template.
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