Navigation:  Quick Start Guide >

Navigating the Quote Workbook

Print this Topic Previous pageReturn to chapter overviewNext page

 

Below is an interactive screenshot of the QuoteWerks Quote Workbook.

 

Click your mouse anywhere in the picture to learn about that area. 

 

Open ButtonProducts ButtonDocument Items TabSold To Ship To TabSale Info TabGrouped ItemsProduct/Service ItemSubtotal LinePercent Charge LineSubtotal LineNew ButtonPrint ButtonBundles ButtonConfigurator ButtonSave ButtonNotes TabCost ModifierSubtotalTaxShippingGrandtotalRevision ButtonCurrently Logged In UserLine IndicatorPrice ModifierExtended PriceCustom TabBest ButtonLatest ButtonCompare ButtonSearch For Contact ButtonRetrieve Current Contact ButtonQuick Lookup BarTotals BarStatus BarDocument TypeQuickBooks Button

 

Document Items tab

The products and services in your Quote will be displayed on the Document Items tab.