Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

QuoteValet mobile is included in your QuoteValet subscription at no additional charge. QuoteValet mobile is a platform independent mobile quoting solution for tablets and laptops. Right from your mobile device (Webkit HTML5 compatible), you can create a quote for a customer onsite and email it to them while you are still onsite. QuoteValet Mobile is particularly useful for quick small orders. Once created, the QuoteValet engine takes over, allowing the customer to choose options, electronically sign, and pay by credit card.

For more information on using QuoteValet Mobile, see the following sub topics:

Creating a New QuoteValet Mobile Quote

Viewing Documents in QuoteValet Mobile



Related Topics:

Customizing QuoteValet Templates

Uploading Documents to QuoteValet

QuoteValet Dashboard

Accepting a QuoteValet Quote

Accepting Payments in QuoteValet

QuoteValet Tab on the Quote Workbook

QuoteValet Shopping Cart