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Q: Can you customize the reports?
A: Yes.
You can use the built-in visual report designer to visually customize your print layouts. You can insert pictures, lines, labels, data fields, and set each of their fonts, formats etc. In most cases, you will be able to replicate any format that you currently use. Additionally, the powerful visual report designer supports formulas which means that you can create specialized functionality such as lease payment schedules which are very useful for companies that offer leasing.
You can easily create reports on commissions, forecasted sales, and
even product catalogs to name a few of the many reports that you can
create in QuoteWerks.
Filter for a Report

Forecast Report

Product Catalog

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