Is it possible to trigger a re-upload to Quote Valet without any user interaction? I don't see anything in the SDK beyond the DocumentPrint function which does require user interaction. The Web Connector does not appear to be an option. QuoteWerks Web may solve this.
I have a scenario where we have optional items with different tax rates for each line item. We are handling the various tax rates and updates to the totals in Quote Valet using Avalara. That part works well as customers select and de-select optional items, but taking payment requires us to jump through a couple extra hoops when multiple rates exist on a quote with optional items selected.
The payment is referencing DH_GrandTotal, which does not take into account the multiple tax rates being applied until the optional item selection updates are received in the sites QuoteWerks database. I'm willing to set up a service that triggers a the OpenDocument (to pull down updates from QuoteValet), then a re-upload to Quote Valet, but that would require that "upload to Quote Valet" function to exist. Anyone have a similar problem or other ideas?
Is it possible to trigger a re-upload to Quote Valet without any user interaction?
Not that I am aware of... as I understand it though, there is an intention for Aspire to develop API hooks into QuoteValet (and I guess also QW Web) at some point. Might be worth an email to firstname.lastname@example.org to make the request and get it on their 'to do ' list.
Stephen Siggs Hilltops IT / ConnectIt Software QuoteWerks Solution & Development Partner since 2005
Thanks Steve, I figured that was probably the case. I sent it over to get their thoughts.