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Often, we hear customers say: “I didn’t know QuoteWerks did that."


We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

How does Peer Review work in QuoteWerks?

The Peer Review feature in QuoteWerks allows users to submit their quotes for review by their peers or supervisors before finalizing and sending them to clients.

Submit a Peer Review Request in QuoteWerks


To initiate a peer review of a QuoteWerks document, click on

File → Print/E-mail/Deliver or use the toolbar icon. In the Print Window, click "Submit for Peer Review." Ensure the document is saved first.


Submitting a peer review request via the “Submit for Peer Review” button uses QuoteWerks’ email client, including a document link created by the QuoteWerks Protocol Handler. If QuoteValet is enabled, the quote uploads to QuoteValet with an included link.


You can request a QuoteWerks Peer Review via:


  • E-Mail: Sends an email with a link to open the quote in QuoteWerks on the reviewer's machine.


  • QuoteValet: Sends an email with a link to review the quote on www.quotevalet.com, accessible without QuoteWerks. Enable this feature under Tools → Options → QuoteValet → Use for Peer Reviews.

Reviewing a Document


To access peer review on QuoteValet, follow these steps:


1. Click on the QuoteValet tab next to the Links tab in the Quote Workbook.

2. At the bottom of the page, you will see an option to view the peer review page for this quote on QuoteValet.com.

3. If the quote has not been submitted for peer review, the "View Peer Review" button will be grayed out.


Reviewers have two options for providing feedback on quotes.


  1. Reviewers can either make changes or comments directly via the email link, which opens the quote in QuoteWerks
  2. Reviewers can access the quote on QuoteValet.com and utilize the "Peer Review Mode."


In "Peer Review Mode," comments are threaded and users are notified via email. If QuoteValet is activated, users can access the quote in "Peer Review Mode" on QuoteValet.com.


All comments are displayed in a threaded format, showing each username and the time of their comment. Additionally, an email notification is sent to the user who created the quote whenever a comment is posted.

Help File
Videos Demo

Try QuoteValet Insight: Overview

QuoteValet Insight™ is a browser-based solution that provides users with real-time insight into their company's document progress on QuoteValet, accessible from any device with internet. 


It streamlines communication and simplifies sales management by presenting high-level and detailed data in an easy-to-view and collaborative format.


Features include:

  • Executive Dashboard: Visibility into quoting and sales activities.
  • My Summary Dashboard: Focus on the logged-in user's data.
  • Status Board: Priority notifications.
  • Leaderboard: Displays top quotes.
  • Comparative Analysis: Compares sales reps' performance.
  • Find: Locates documents.
  • Mobile Inbox: Tracks quote activity.
  • Peer Review: Facilitates document collaboration.
  • Real-time Approval: Enhances workflow management.


QuoteValet Insight is included with your QuoteValet subscription at no extra cost.

Learn More

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.


For international customers and technical support, click here.

Thank you for your business!


Sincerely,

Brian Laufer, Vice President

Aspire Technologies, Inc. | QuoteWerks®

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