Introducing Event Scripting with AI in QuoteWerks Web:
Take Control of Your Quoting Workflow
QuoteWerks Development has just released a game-changing feature for QuoteWerks Web users: Event Scripting with an AI Assistant. This powerful new capability allows you to write custom JavaScript scripts that respond to specific events in your quoting workflow, giving you unprecedented control over how your quotes are processed, validated, and managed.
What is Event Scripting?
Event Scripting enables you to create automated workflows that trigger at key moments in your quoting process. Whether you need to ensure certain fields are completed before a quote is sent to a customer, prevent incompatible products from being sold together, or integrate with external systems, Event Scripting provides the flexibility to customize QuoteWerks Web to match your exact business requirements.
AI-Powered Script Generation: No Coding Experience Required
What makes this functionality truly revolutionary is the built-in AI Assistant within the Scripting Manager environment. Even if you have little to no JavaScript experience, you can create sophisticated automation scripts simply by describing what you want to accomplish in plain English via the AI Prompt.
Ready-to-Use AI Prompts
QuoteWerks Web includes sample prompts to spark your creativity:
- Translation: "I'd like a script that will give the user a selection of various popular languages. Let the user select one and then translate the descriptions of the line items to that language but store in CustomMemo01."
- Generating a Scope of Work: "Use AI to write a short and clear scope of work based on the line items. Confirm the user likes it and, if so, place it in document header field CustomText01."
- Standardizing Markup: "If a document is open, set a 20% markup for all product lines, rounding to the nearest dollar."
- Totaling and Summarizing by ItemType: "Prompt the user for an item type (not line type) from the document. Sum all matching product values and place the result in CustomText01."
The AI Assistant writes the complete, functional script for you—no programming knowledge required. As with any Artificial Intelligence, we recommend you test and review the results carefully.
Key Features
Comprehensive Event Coverage
Scripts can respond to a wide range of events throughout the document lifecycle:
- Document Events: Before/after saving, deleting, converting, or renaming documents
- Contact Events: Before/after contact selection
- Line Item Events: When new items are added to quotes
- Preview Events: Before generating PDFs or printing
- ...and more
Rich API Access
Your scripts have access to a comprehensive API that includes:
- System Functions: Display messages, prompt users, show loading indicators, and make additional AI requests
- Document Functions: Read and modify document headers, save documents, and manage document state
- Item Functions: Add, remove, and modify line items with full control over pricing and attributes
- Application Functions: Access macros, currency formatting, and version information
Advanced User Interaction
Create user interfaces that can collect custom data, validate input, and guide users through complex workflows.
The Power of AI-Assisted Development
The AI Assistant makes automation accessible by making advanced scripting accessible to everyone. Simply describe your business need in natural language, and the AI generates production-ready code. This means:
- No Programming Barriers: Sales teams, account managers, and business users can create powerful automations
- Rapid Prototyping: Test ideas quickly without lengthy development cycles
- Best Practices Built-In: AI-generated scripts follow proper coding standards and use the QuoteWerks Scripting API correctly
- Learning Opportunity: Review generated code to understand scripting concepts
Benefits for Your Business
- Improved Data Quality: Enforce validation rules to ensure quotes contain complete and accurate information
- Enhanced Productivity: Automate repetitive tasks and streamline workflows
- Better Compliance: Implement business rules and approval processes automatically
- Seamless Integration: Connect QuoteWerks Web with your existing business systems
- Customized User Experience: Create tailored workflows that match your specific business processes
- Accessible Automation: Enable non-technical users to create sophisticated automations
Getting Started
Event Scripting is built into QuoteWerks Web and uses familiar JavaScript syntax. With the AI Assistant, you can start automating immediately—just describe what you want to accomplish, and let the AI handle the technical implementation.
Scripts execute in a secure sandbox environment and can be debugged using standard browser developer tools, making development and troubleshooting straightforward for those who want to dive deeper.
Conclusion
Event Scripting with AI assistance in QuoteWerks Web represents a paradigm shift in quote management automation. By combining powerful scripting capabilities with intelligent AI assistance, this feature makes advanced workflow customization accessible to users of all technical skill levels.
Whether you're a seasoned developer looking to create complex integrations or a business user who simply wants to automate repetitive tasks, the combination of comprehensive event coverage, rich API access, and AI-powered script generation provides everything you need to transform your quoting workflow.
The future of quote management is here—intelligent, automated, and accessible to everyone. Ready to let AI help you create the perfect quoting workflow? Event Scripting with AI assistance is available now in QuoteWerks Web.
Related:
- Request a QuoteWerks Demo
- Learn more about Quoting Software
- Learn more about QuoteWerks Web
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