Bringing in a contact from your contact manager into the document:

Clicking on the button allows you to copy the contact information from one of the other contact sections. For Instance, if you select this button on the Sold To Contact, you can copy the contact details from the Ship To or Bill To Contact.

If you click on the button, the contact information will be cleared.

If you click on the button, the contact information currently displayed in your contact  manager will be retrieved.

If you click on the button, a Lookup Contact window is displayed.  (This window will look different depending on the contact manager you are using. The example below is a GoldMine Lookup window.) You can choose to search by different criteria such as company or last name.

To add the contact to your quote, simply click the [Select for Sold to] and/or [Select for Ship to] and/or [Select for Bill to] button. This will copy the contact information retrieved from your contact manager onto the Sold to / Ship to tab.

For more information on how QuoteWerks integrates with your contact manager, please see the QuoteWerks User Manual or the demonstration videos on our website.