[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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sthorpe
New Member

USA
2 Posts

Posted - 02/10/2014 :  21:04:34  Show Profile
Is there a way to change how QVM uploads and sends the final quote so that it sends with the option to Capture Written Signature.

In QW I went under Tools/Options
- Went to QuoteValet Tab
- clicked Setup
- made a template with using the CustomerFacingWrittenSignature Public Standardized Template
- checked the "Is Default" box
- and selected saved

I see it when I am using QW but when I send a quote on QVM it seems to not be using that template.

Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 02/11/2014 :  04:41:48  Show Profile  Visit Quintadena's Homepage
I believe QVM is fixed and, at this time, you can change the client facing template.

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