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

The Inbox under the Dashboard lets you view document activity. You can even view inbox activity for each sales rep if you have security rights to view their quotes, orders and invoices. This is the same inbox available in QuoteWerks by clicking QuoteValet on the main toolbar.



Related Topics:

QuoteValet Insight Dashboard

QuoteValet Insight Peer Reviews and Approvals

QuoteValet Insight Executive Summary and My Summary

QuoteValet Insight StatusBoard

QuoteValet Insight Document Explorer