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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Navigation: QuoteWerks Help > CHAPTER 17: QuoteValet > Using QuoteValet

Customizing QuoteValet Templates

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QuoteValet templates are fully customizable.

Note:There are several pre-defined template types described under Templates tab.

Company Logo

See Company Logo under the QuoteValet Setup window's Quick Start tab.

Company Details

See Company Details under the QuoteValet Setup window's Quick Start tab.

Sales Rep Picture

Users can also include pictures of themselves and their electronic signature to the quote and have it uploaded to QuoteValet to add a personal touch.

To add a sales rep picture and/or sales rep signature go to the Tools-> My Preferences tab and upload the pictures there. The optimum sizes are 120x80 pixels for the Sales Rep Picture and 120x51 pixels for the Sales Rep Signature.  

Sales Rep Signature

Sales reps can also include their electronic signature to the quote and have it uploaded to QuoteValet to add a personal touch.

Customizing Template CSS

The QuoteValet layouts are written in HTML and CSS coding. They can be modified by users who have experience with advanced web design. See Editing HTML/CSS in Templates for details on how to edit this HTML/CSS code.

 

Related Topics:

Uploading Documents to QuoteValet

QuoteValet Dashboard

Accepting a QuoteValet Quote

Accepting Payments in QuoteValet

QuoteValet Tab on the Quote Workbook

QuoteValet Mobile

QuoteValet Shopping Cart