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

The StatusBoard displays a non-interactive version of the Inbox for all users, but limits notifications to specific priority ones such as quote acceptance, payments, comments, and viewing of expired quotes. Notifications such as first-viewed or option changes will still display in your Inbox, but the StatusBoard notifications are the ones that require action. This makes it easy for a user to quickly view which documents need action without having to sort through each notification received.

The StatusBoard should ideally be displayed on a large monitor in the sales area, so the sales manager can see that all QuoteValet customer activity — orders processed, customer comments replied to, etc. — has been addressed. The StatusBoard refreshes every 60 seconds to update customer-activity notifications in real-time.

Additionally, StatusBoard includes a rotating panel on the right-hand side called the Leaderboard. This displays the top-dollar accepted quotes this week, month, and year, as well as the top-dollar outstanding quotes this week, month, and year.


Related Topics:

QuoteValet Insight Dashboard

QuoteValet Inbox

QuoteValet Insight Peer Reviews and Approvals

QuoteValet Insight Executive Summary and My Summary

QuoteValet Insight Document Explorer