When a quote is recalled, the customer will not be able to view the quote. ![]() Recalling a quote that has yet to be accepted enables the QuoteWerks user to retrieve the quote before the client can accept the quote to make any adjustments when necessary. The SalesRep facing page allows for internal review and comments without the customer being able to view them. Users can also view the customer facing page as well as the SalesRep facing page. Users also can also re-email the document to the customer if the customer did not receive the email or the user simply wants to resend the email to the customer. The acceptance package includes a copy of the original PDF document, a screenshot of the acceptance page from QuoteValet (included in PDF), and the Date/Time, Email address, IP Address, Name, and Signature information from the acceptance page as text files. It is downloaded to the Resources folder in the QuoteWerks directory into a. The acceptance package is all the information related to the quote including the acceptance details in case documentation of acceptance is needed later. If payment has been made either partial or complete, the balance remaining on the document will be updated with the amount.įrom this tab users can also convert the quote to an order or invoice and also download the acceptance package if the quote has been accepted. If the quote has been accepted, a notification will appear under the customer acceptance section. The user will be able to see if the customer has viewed the quote, submitted any questions, how many times they have viewed it, etc. ![]() ![]() The tab contains all the information regarding the sent quote. This tab will be grayed out if the current document in QuoteWerks has not been uploaded to QuoteValet or if there is only a blank document.
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