[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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 Reviewing a quote outside of QW
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DanPTL
QuoteWerks Enthusiast

United Kingdom
16 Posts

Posted - 02/09/2015 :  09:59:40  Show Profile
In our business, after we have created a quote, we tend to circulate a PDF of the quote internally before we upload it for a customer. This way, engineers with better technical knowledge can vet it for mistakes or make suggestions.

This is limited in as much as the PDF is 'read only' and PDFs can't easily be edited well.

What would really help is to be able to export an editable version of the final quote that could have comments added, items updated/removed etc. Either a text/rtf/docx file.

We could then take these edits and manually add them back to the original QW quote.

Is anything like that possible? What do others do at this review stage?

Tolleh
QuoteWerks Genius

USA
3383 Posts

Posted - 02/09/2015 :  12:00:00  Show Profile
quote:
Originally posted by DanPTL

What would really help is to be able to export an editable version of the final quote that could have comments added, items updated/removed etc. Either a text/rtf/docx file.

If you preview the print layout there is a "save as" option which will allow you to save the print out as an rtf file.

Hope this helps,
Dan

"For [G o d] so loved the world that he gave his one and only Son, that
whoever believes in him shall... have eternal life." John 3:16 N.I.V.

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DanPTL
QuoteWerks Enthusiast

United Kingdom
16 Posts

Posted - 02/10/2015 :  03:43:24  Show Profile
Great, that's exactly what I need. Thanks.
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Quintadena
QuoteWerks Genius

United Kingdom
2357 Posts

Posted - 02/10/2015 :  03:52:43  Show Profile  Visit Quintadena's Homepage
Could you consider QuoteValet Peer Review?
Although not modifying a document itself, it does allow users to collaboratively comment on the quote you're proposing to send through the same portal. We've clients that use it extensively and it works well.

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

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