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Quote Workbook - Sold To / Ship To

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Below is an interactive screenshot of the QuoteWerks Quote Workbook.

 

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

 

Document Items TabSale Info TabToolbar ButtonsClear ContactRetreive Current ContactSearch for a ContactNotes TabCustom TabSold to contact detailsSold to contact detailsBill to contact detailsSold to Customer ProfileContact Record IDContact Record IDContact Record IDCopy Contact

 

Sold To / Ship To tab

This is where the sold to, ship to, and bill to contact information will be displayed.  This information can be obtained from your contact manager by clicking on the button on this tab.