[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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oliverm
QuoteWerks Aficionado

United Kingdom
52 Posts

Posted - 05/10/2012 :  03:35:05  Show Profile
hi

I was told that there is a feature in Quotewerks or Quotevalet that we can receive an email alert if an online quote hasn't been viewed by the end user after x days.

Is this true?

If so, anyone know how to do that?

Olly

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 05/10/2012 :  04:03:07  Show Profile  Visit Quintadena's Homepage
Hi Olly,

My colleague was informed by QW tech support that this was planned for their late March release, which didn't make it, and we hope to see it in the next release "late May-ish"

Currently, we need to click the QuoteValet icon and set the 'what' drop-down to "Not viewed yet".

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 07/18/2016 :  10:40:10  Show Profile  Visit Quintadena's Homepage
This is now possible for all builds after and including Version 5.1 Build 2. Please see the below:

Version: 5.1 Build: 2 Implementation Date: 12/15/2015 Type: New View All Features in Build
QuoteValet Auto-Reminders! How much time do you spend following up with customers reminding them that their quotes are about to expire, or resending quotes to them because you know they have not even viewed them yet, or reminding them that they accepted the quote, but have not paid yet? QuoteValet can now do that all automatically for you! You can set the defaults for these options on the Notifications tab of the QuoteValet Setup window. While the defaults will be applied to all quotes uploaded to QuoteValet, you can also control these reminders at the individual quote level through the [Reminder options] button on the Upload To QuoteValet window. As usual all of these email notification templates are editable for you to customize! Here is a complete list of QuoteValet Auto-Reminder email options: Remind Recipient if document NOT VIEWED within x days. Remind Recipient when document is EXPIRING in x days. Remind Recipient when document is accepted but NOT PAID after x days. Remind SalesRep if document NOT VIEWED within x days. Remind SalesRep when document is EXPIRING in x days. Remind SalesRep when document is accepted but NOT PAID after x days.

The World's #1 Solutions Partner 2007-2016
sales@quintadena.com
(Support, Configuration, Development and Extensions)

Have you seen our QuoteWerks to Xero Integration? http://goo.gl/MaJwgu
Live Chat with us about QuoteWerks here - http://goo.gl/1gtui - (UK office hours)
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