[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
Home | Profile | Active Topics | Members | Search | FAQ
Username:
Password:
Save Password
Forgot your Password?

 All Forums
 QuoteValet
 QuoteValet Mobile
 Can QuoteValet Mobile approved quotation?
 Forum Locked
 Printer Friendly
Author Topic  

qoutegsg
QuoteWerks Enthusiast

28 Posts

Posted - 12/07/2012 :  16:30:43  Show Profile
I'm always on mobile with my ipad or laptop, and I want to approved quote even I am not in the office. Is it possible to approved quote even I am away from the office?

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 12/08/2012 :  05:02:50  Show Profile  Visit Quintadena's Homepage
Yes. Quotes can be approved via QuoteValet. Ensure that Tools > Options > QuoteValet then two checkboxes are selected.

Alternatively, you could sync remotely > approve the quote > sync the approval back to the office.

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)
Go to Top of Page

qoutegsg
QuoteWerks Enthusiast

28 Posts

Posted - 12/08/2012 :  07:31:19  Show Profile
Thank you very much for the clear information.
I guess this is what I need if I'm approving quotes while I am not in the office.

My office equipments:
2 Windows7 sp1 desktop
1 macbook pro
1 ipad4

I have a small company with me as the manager and 2 salesreps and I dont have a server . I will install 1 QV master on one desktop and 1 node installation on the other desktop. I will move the QV Folder to a shared network drive \\shared\application\quotewerks. These salesrep need my approval before sending the quote to clients. I will subscribe for QuoteValet so that I can approve quote on my macbook pro/ipad4 while I am not in the office.

These are the list I want to purchase for these scenario to proceed. Please comment if I need any other.
1. 3 licenses QW corporate.
2. 3 Annual Upgrade Assurance
3. 1 Quote Valet License.(since I am the only one to access remotely for approving quotes)

Are the requirements above suitable for my current setup/scenario?
Comments and suggestion please...
Go to Top of Page

qoutegsg
QuoteWerks Enthusiast

28 Posts

Posted - 12/08/2012 :  07:46:38  Show Profile
I guess I misunderstand what you are saying that quotes can be approved in quote valet but not in quotevalet mobile. Any options that I will be able to approved quotes prepared by the salesreps while I am not in the office?
Go to Top of Page

qw_Shawn
Technical Support Manager

USA
765 Posts

Posted - 01/23/2013 :  14:59:50  Show Profile  Visit qw_Shawn's Homepage
quote:
Originally posted by qoutegsg

I guess I misunderstand what you are saying that quotes can be approved in quote valet but not in quotevalet mobile. Any options that I will be able to approved quotes prepared by the salesreps while I am not in the office?



qoutegsg;

Basically, you can approve quotes online, but not directly through your QuoteValet app. QuoteValet quotes are all online, thus can be reach through your tablet. When using QuoteValet to approve quotes, an email is sent to the Approver with a link to the quote on QuoteValet. The Approver can see the details of the quote, and is given the option within the QuoteValet quote whether or not to approve the quote.
Thus the quote is not approved specifically through the QuoteValet app, but through QuoteValet itself. If you need further clarification, please feel free to contact me in Support; shawn@quotewerks.com

Best Regards,

Shawn McNamara
QuoteWerks Technical Support, Level 4
QuoteWerks Team Member Since June 2010
Aspire Technologies, Inc.

See our Tips & Tricks videos on our YouTube Channel www.youtube.com/quotewerks
Go to Top of Page
  Topic  
 Forum Locked
 Printer Friendly
Jump To:
[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions © Aspire Technologies, Inc Go To Top Of Page
Snitz Forums 2000