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Printing and Emailing your Quote

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Formatting your Quote

You can customize the look of the Quote in almost any way including inserting your company logo, choosing which fields to include, fonts, colors, etc. QuoteWerks comes with some example print layouts that you can use as a starting point to begin customizing for your own use. When you select the File|Print menu, the Print Document window will be displayed. On this window, there are several tabs. The first tab is the Layout tab. You can choose to print the Quote using any of the layouts in the list. You may want to have different print layouts depending in the type of Quote you are printing. For example, you may want a Quote that includes only service to be formatted differently from a Quote that includes service and products. The Layout tab is where you can create or edit these print layouts.

 

In addition to customizing the Print Layout, you can also customize and include a Cover Page, Literature, and Spec Sheets.

 

To print your quote, click on the toolbar button. Select your print layout from the list, and then click on the [Print] button to print, or the [Preview] button to preview.

 

 

To send an email, click the [E-Mail] button. The Send E-mail window will appear. The Quote will be attached as a PDF or RTF formatted attachment. You can also select multiple To, CC, and BCC recipients.