[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
 Quotevalet template question
 Forum Locked
 Printer Friendly
Author Topic  

steeda2h
New Member

USA
6 Posts

Posted - 09/11/2013 :  08:55:29  Show Profile
I have over 80 services that I can to quote to my customers. Each quote can include any different combinations of services. From what I can understand from quotevalet mobile is that I have to setup a quote template with specific services before using the mobile version. Then open that template in my mobile device. The problem is I don't know what combination of services my customer is going to ask for. In the main quotewerks you pull from a database. Is quotevalet mobile not like that? I am excited about using my ipad but not if I have to have a template for every possible combination of services. That could be hundreds of templates.

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 09/11/2013 :  08:57:41  Show Profile  Visit Quintadena's Homepage
Once a product has been uploaded to a template it's then available to use as a 'lookup item'. You can then start with a blank template and then add the relevant products from your lookup.

Does that do the trick?

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

steeda2h
New Member

USA
6 Posts

Posted - 09/11/2013 :  11:05:30  Show Profile
where can I find a tutorial on how to do that. I see how to make a template but how do I upload all my products and then where is the lookup located. Thanks for your help
Go to Top of Page

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 09/11/2013 :  13:41:55  Show Profile  Visit Quintadena's Homepage
quote:
Originally posted by steeda2h

where can I find a tutorial on how to do that. I see how to make a template but how do I upload all my products and then where is the lookup located. Thanks for your help

I don't know of a tutorial. If you create a template with all your products on it, upload it to QuoteValet mobile calling it something like 'All Products'.
You'll then be able to click "+ lookup item". You'll then be able to choose the All Products template and then add the relevant product(s) through to the new mobile quote you're creating.

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
  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