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.
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.
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