New features out soon...
- QuoteWerks Web Multi-Factor Authentication: QuoteWerks Web now supports Authenticator Apps (Google, Microsoft, etc.) and Duo for Multifactor Authentication (MFA) in addition to the existing text message 2FA capability.
- QuoteValet Custom URL: Your QuoteValet URL can now have a custom CNAME. So, instead of www.quotevalet.com, the URL could be yourcompany.quotevalet.com. This helps with your branding, especially for customers not familiar with QuoteValet.
- Quote Expirations with Time: You can now specify a time for your quote expiration. This is useful for specifying that a quote expires at 5PM on a certain day.
- Purchase Order Status Customer Notifications: You can now store and organize even more information in the QuoteWerks Purchase Order. There is a “PO Confirmed” field you can use when you have received confirmation that your order has been received. PO items now have an “ETA date” to help you manage customer expectations.
- QuoteWerks Web Auto-Sync: Changes to Literature and Cover pages are now immediately synced to QuoteWerks Web just like when creating, editing, renaming, cloning or deleting a layout on the Print window (added in v23 Build 3).
- Multiple Contacts for Vendors: On the Vendors window, you can search for a company or contact. You can indicate which contact is the primary contact for the vendor, and automatically include the vendor contact's email address as a TO or CC when "Emailing a PO to the vendor" or in a "VendorRFQ notification."
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