Quote Accepting/Declining

When a quote request is received from Valex, it will be processed into your ValuePRO system and will appear in the “New manually Entered Job Requests” section, under the “Jobs not yet allocated to a valuer” list. It will be assigned to a new Data Entry Template called Quotation and will have the Status of “Quote Requested”.

 

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Users will need to fill in the following fields to submit to Valex:

                  - Report Fee    

                 - Estimated Turn Around Time in Days

                 - Quote Supporting Comments

To submit the quote to Valex, you will need to save the changes, then press the Send button to trigger the Send Quote email template. Once the XML has loaded as per the screenshot below, press the Send button to submit the quote. If your quote is successful, a new job packet will be sent through to ValuePRO and the job will be updated in ValuePRO.

 

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If you would like to decline the quote request, you can do so by changing the Status to “Quote Request Declined”, which will then trigger the generation of the “Decline Quote Request” email template. Once the XML has loaded as per the screenshot below, press the send button to decline the quote request.

 

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