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example: QuoteValet "payment option" -deposit

50 Search results for QuoteValet

Version: 23.0 Build: 2.05 Release Date: 03/21/2023 Type: New View All Features in Build

For QuoteValet users, added support for Opayo payment gateway, this is the replacement for Sage Pay.

Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: Fix View All Features in Build

For Autotask users, when the "Complete Sales Opportunity from QuoteWerks" was set to Never, and a quote was opened that was previously uploaded to QuoteValet, that had a customer change options on QuoteValet, and then accepted, the changes would not be applied to the open Opportunity in Autotask.

Version: 5.7 Build: 2.36 Release Date: 03/25/2022 Type: Fix View All Features in Build

For QuoteValet users, when you opened a quote that was previously uploaded to QuoteValet, and changes were applied to the quote by the customer on QuoteValet, QuoteWerks saved those changes to the database, but did not update the CRM Sales Opportunity (if there was one). Now it will prompt you to update the CRM Sales Opportunity if the GrandTotal changes.

Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: Fix View All Features in Build

If a document was uploaded to QuoteValet, if it has been Accepted, or Accepted By Proxy, or Lost, then when you open the document, QuoteWerks will no longer try to apply field level changes from the QuoteValet document to the QuoteWerks document. This change fixes an issue where a customer accepted a quote on QuoteValet and supplied some field values that initially updated the QuoteWerks quote, but then the user changed them, and the next time they opened the quote, it would apply the values from the accepted QuoteValet quote, overwriting the changes the user had made after the acceptance.

Version: 5.7 Build: 2.14 Release Date: 02/23/2022 Type: New View All Features in Build

The [Request Approval] button on the Print window will now be enabled even if the customer has accepted the quote through QuoteValet. The reason is that after the acceptance, maybe the sales rep needs to change a Purchasing Notes field or similar field and with this button enabled they can now request the approval again.

Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build

For QuoteValet payment users, Stripe Checkout is now supported! Stripe Checkout differs from our standard Stripe Payments integration in that the customer is redirected to Stripe's own servers during the payment process. This offloading to Stripe ensures compliance across a full range of European regulatory requirements (PSD, PSD2, SCA, 3DS, 3DS2 etc). Setup requires only a few additional steps beyond the standard Stripe configuration (including adding a Webhook entry in Stripe's Dashboard and then pasting the corresponding signing secret into the Payment Setup in QuoteWerks).

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build

On the Inbox tab of the QuoteValet Dashboard there is now a "Show activity" checkbox. If you know you will be dismissing multiple notifications, or just don't need to see the activity detail, you can uncheck this box and it will speed up the operation significantly.

Version: 5.4 Build: 2.02 Release Date: 01/29/2019 Type: New View All Features in Build

For Autotask Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to an Autotask Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to a Note on the Autotask Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within Autotask.

Version: 5.3 Build: 2.02 Release Date: 1/23/2018 Type: Fix View All Features in Build

On the Opportunities Dashboard, if manually entering a custom date that is an invalid date and then clicking on the [Refresh] button, would receive error "Type 13 Data Mismatch". Also on the Payments tab QuoteValet dashboard.

Version: 5.3 Build: 2.02 Release Date: 01/23/2018 Type: New View All Features in Build

For ConnectWise Users that subscribe to QuoteValet, if the QuoteWerks Document is linked to a ConnectWise Opportunity, when uploading a document to QuoteValet, the QuoteValet SalesRep Facing URL will be added to the Attachment tab of the ConnectWise Opportunity. This will enable sales reps to have access to the Sales Rep facing view of a QuoteValet Document from within ConnectWise.

Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: New View All Features in Build

For QuoteValet users, we've added the fields QuoteValetStatusCode and QuoteValetAcceptedOn fields to the DocumentHeaders table making it possible to run reports on if a quote has been accepted through QuoteValet but has not been converted to an order yet.

Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: New View All Features in Build

For QuoteValet users, on the Reporting tab of the QuoteValet dashboard the DocType is now displayed. This is useful in determining when a quote has been accepted through QuoteValet but has not been converted to an order yet.

Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build

Multiple Monitor enhanced support. Changes have been made to better control which monitors windows appear on when they open. When the "Don't remember window location" option on the Misc tab under Tools->My Preferences is checked, window locations will not be remembered, so windows like the Product Lookup window will just open on the same monitor as the main QuoteWerks application. If this is unchecked then QuoteWerks will remember the last location you positioned the following QuoteWerks windows: Main window, Product Lookup, Configurator, Purchasing, QuoteValet Dashboard, Send Email, and Email Templates. QuoteWerks will position them in those locations the next time you open those windows. QuoteWerks already remembers window sizes and locations per each machine that you use to run QuoteWerks. Now it will also remember separate settings for when you are remoted (using RDP) into a machine running QuoteWerks, and even per which remote machine you are using. This is very useful since often when you remote in you only have access to one monitor, rather than your multiple monitors you have access to when sitting in front of your machine.

Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build

For QuoteValet users, the SalesRep is notified by email the FIRST time a customer views the quote since it was uploaded to QuoteValet. There is now an option to have QuoteValet notify the Sales Rep by email EVERY time the customer views the quote. Contact support to request that option be activated. Posted live Dec-4-2015 10:00am.

Version: 5.1 Build: 2.25 Release Date: 12/15/2015 Type: New View All Features in Build

QuoteValet Auto-Reminders! How much time do you spend following up with customers reminding them that their quotes are about to expire, or resending quotes to them because you know they have not even viewed them yet, or reminding them that they accepted the quote, but have not paid yet? QuoteValet can now do that all automatically for you! You can set the defaults for these options on the Notifications tab of the QuoteValet Setup window. While the defaults will be applied to all quotes uploaded to QuoteValet, you can also control these reminders at the individual quote level through the [Reminder options] button on the Upload To QuoteValet window. As usual all of these email notification templates are editable for you to customize! Here is a complete list of QuoteValet Auto-Reminder email options: Remind Recipient if document NOT VIEWED within x days. Remind Recipient when document is EXPIRING in x days. Remind Recipient when document is accepted but NOT PAID after x days. Remind SalesRep if document NOT VIEWED within x days. Remind SalesRep when document is EXPIRING in x days. Remind SalesRep when document is accepted but NOT PAID after x days.

Version: 5.1 Build: 2 Release Date: 11/05/2015 Type: Fix View All Features in Build

Error "bad request" when attempting to upload files to the QuoteValet tenant site.

Version: 4.9 Build: 2 Release Date: 12/03/2013 Type: Misc View All Features in Build

Google Checkout was "retired" by Google by November 20th, 2013, so it is no longer supported by QuoteValet. Learn more at https://support.google.com/checkout/sell/answer/3080449

Version: 4.8 Build: 2.03 Release Date: 01/04/2013 Type: Fix View All Features in Build

For QuoteValet users, in the QuoteValet Dashboard you could not dismiss inbox notifications of OrderForm Shopping Cart views if the OrderForm had not been submitted.

Version: 4.8 Build: 2.03 Release Date: 01/04/2013 Type: New View All Features in Build

For QuoteValet users, you can now modify the QuoteValet OrderForm Template used by the QuoteValet Shopping Cart in the QuoteValet Template Editor.

Version: 4.8 Build: 2.02 Release Date: 01/02/2013 Type: Fix View All Features in Build

Would receive error when attempting to upload image files to QuoteValet using the QuoteValet setup tab in QuoteWerks.

Version: 4.8 Build: 2.01 Release Date: 12/21/2012 Type: Fix View All Features in Build

For QuoteValet users, in the QuoteValet Dashboard you could not dismiss OrderForm documents.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build

When the QuoteValet Dashboard first loaded, it defaults the date range to "Today", but not results would be displayed until you changed a filter item.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build

For QuoteValet users, when renaming a QuoteValet template and cancelling would still receive a message saying the Template was renamed.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build

For QuoteValet users, if a quote that was uploaded to QuoteValet was approved through quotevalet.com and then the sales rep unlocked the document to make changes, the approval was not getting rescinded, and therefore after they made the changes, they were not able to get it approved again because it was already approved.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build

If a document required two approvers, after one approver had approved the document, the second approval would not take effect unless it was done through quotevalet.com.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build

Sometimes the QuoteValet URL merged into the notification e-mail would be corrupted through the emailing sending process.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

When making a QuoteValet Payment by Proxy you can now specify the date rather than it being the day you are entering the proxy payment.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

On the Manage tab of the QuoteValet Dashboard, only QuoteValet documents that the logged in user has view rights for will be displayed. Also on the Payments tab.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuickBooks users, when exporting payments received by QuoteValet into QuickBooks, the list of payments can now be filtered by date range and also includes a checkbox for "Include previously exported payments".

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

The right click menu "Copy Authorization Details" for QuoteValet Payments now also copies the Date/Time of the transaction into the Windows Clipboard.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuickBooks users, you can now export a QuoteValet payment to QuickBooks without first exporting the quote/order/invoice to QuickBooks.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuickBooks users, when exporting QuoteValet payments, you can now setup mappings that map the QuoteValet payment methods to different payment method and deposit accounts in QuickBooks. For example, while QuoteValet sends over VISA or MC, in QuickBooks, you might want the payment method for both of those to simply be "Credit Card". When accepting a payment when PayPal was used, you might want that payment to be deposited into a different account than where the regular credit card payments are deposited. The mappings become even more important when accepting check or wire transfer payments by proxy as you will typically want to deposit those payments into different accounts, for example, a check would go into "Undeposited Funds", whereas a wire transfer would be deposited directly into the bank account.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuoteValet users, when making payments by Proxy, you can now specify the payment method like Check, Wire Transfer or VISA, etc for times when the customer just calls in directly with payment. This is particularly useful when exporting these payments from QuoteValet to QuickBooks. You can also specify the Proxy Payment Reference, useful when receiving a check payment to enter for example "ck#1234".

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

If QuoteValet accepted credit card payment for an order that had recurring items on it, you will now be able to retrieve the credit cards details (in a PCI compliant manner) from the payment (from Payments tab on QuoteValet Dashboard or QuoteValet tab in the quote) necessary to bill your customers credit card for the recurring charges each month/quarter, etc. Just right click on the payment entry and choose "Copy Payment Details" which will copy the information into the Windows Clipboard. Along with this feature are two new security rights. If the security right "CannotViewFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details. If the security right "CannotViewOthersFullCreditCardDetails" is set then the user will not be able to view/copy the full credit card details from other sales reps orders.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuoteValet users, when configuring QuoteValet to accept payments you can now specify which card types you accept (VISA, Master Card, American Express and/or Discover). This can be specified when editing the payment gateway details.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuoteValet users, on customer facing templates, rather than showing the line items on the quote in the details section, there is a new option to alternatively display a fully rasterized version of the attached PDF right in the webpage. This is useful for customers that do not need their customers to change options and would prefer just to present the PDF version of the quote to their customer and then have them electronically sign.

Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build

For QuoteValet users, on the standard customer facing template, there is now a thumbnail image of the attached PDF file automatically displayed!

Version: 4.6 Build: 2 Release Date: 02/16/2011 Type: Fix View All Features in Build

When opening an ORDER type document that was uploaded to QuoteValet, the status message of "QuoteValet - Checking for updates..." would be displayed and would not go away.