For the longest time, one of the most common challenges faced by businesses using QuoteWerks Web has been the entering of inconsistent values or incomplete information before documents are saved or sent to customers. Quintadena has built a solution to this by creating the world’s first customer-ready QuoteWerks Web add-on which businesses can use to create validation rules without any coding required.
What Quote Validation Challenges Do Businesses Typically Face?
To make sure the correct information is entered into each document before it’s sent to a customer or saved, you’d need all the required fields to be completed, often using values from a specific list relevant to each of these fields. This type of validation can be enforced in QuoteWerks Web using different scripting tools that are available, however scripting can quickly become difficult to maintain.
Sometimes the same checks are required at different stages of creating the document e.g. before it’s saved, delivered or before a conversion meaning if any of the rules change, they need to be manually edited at all of these places using JavaScript. Understandably, many businesses can find this inconvenient.
What Does Our Quote Validation Engine Do?
What Quintadena has built is a quote validation engine for QuoteWerks Web that allows businesses to set validation rules in a much easier and more convenient way without having to use any coding at all. Instead of relying on complex scripting, administrators can use our add-on to create validation rules using a simple interface that’s easy to operate.
Administrators can set rules to check whether certain fields have been completed, whether users select approved values from particular drop down lists or even to validate the type of information entered e.g. dates, numbers, etc. When the user tries to save, deliver or convert a document the engine runs automatically and flags any fields that have been missed or filled out incorrectly and need to be corrected before moving on.
To learn more about how our quote validation add-on for QuoteWerks Web works and what its capabilities are, have a look at the video below.
Simplify Quote Validation with Quintadena
If your business could benefit from a quote validation add-on for QuoteWerks that is easy for administrators to maintain and for users to follow and powerful enough to support real business workflows, Quintadena can help. In addition to QuoteWerks Web, we’re also able to provide this solution for the desktop version of the software. Get in touch with us today and we’ll be happy to answer any questions you may have or provide you with a free quote.
