 | Quick Start Guide |
 | Starting a New Quote |
| Navigating the Quote Workbook |
| Selecting your Customer/Prospect |
| Adding Products/Services to the Quote |
| Working with items on the Quote |
| Saving your Quote |
| Printing and Emailing your Quote |
| Convert your Quote to an Order |
| Searching the Quote Database |
| Exporting to Accounting |
| Designing and Running Reports |
| Where do you go next... |
| How Do I?... |
 | Add an existing Product/Service to the quote? |
| Add Products and Services to the product database? |
| Add % Discounts or % Charges to the quote? |
| Associate a Product/Service with a product database folder? |
| Customize the look of the printed quote? |
| Create a new product/service database? |
| Link to an External Product Source? |
| Use Required Items? |
| Use Optional Items? |
| Customize the appearance of QuoteWerks? |
| Create/Remove Folders in a product database? |
| Change my company information that prints on the quote? |
| E-mail a quote? |
| Insert my company logo into a quote? |
| Insert a blank line in the quote? |
| Insert one or more Subtotals into the quote? |
| Integrate with my contact manager? |
| Import existing Products/Services lists into QuoteWerks? |
| Access product and pricing information from D&H, Ingram Micro, SYNNEX, and Tech Data? |
| Link to D&H? |
| Link to Ingram Micro? |
| Link to Tech Data? |
| Link to SYNNEX? |
| Setup and use Real-Time pricing? |
| Setup and use the Online Ordering Module? |
| Maintain and Backup the quote database? |
| Manually enter a Product/Service to the quote? |
| Specify the sales tax rate for the quote? |
| Specify the shipping amount for the quote? |
| Setup new/additional sales person login id's? |
| Training |
| User Manual |
| Available in Microsoft Word format |
| Bundles |
| Configurator |
| Copying, Cutting, Pasting and Moving line items in the quote |
| Customizing Columns on the Document Items tab of the Quote Workbook |
| DocumentType and DocumentStatus |
| Email Features |
| Setting Up Your Contact Manager |
| Entering and Registering License Keys |
| Obtaining Technical Support |
