Tutorial Videos:
 

The following tutorial videos are designed as a supplement to the user manual. We have selectively chosen these lessons to provide our users with a walk-through approach to assist our users in becoming more familiar with QuoteWerks one topic at a time. We also have 30-minute long demonstration videos available.

If you experience difficulties viewing the videos below, you may need to install the TSCC Codec which is required to view these videos created by TechSmith Camtasia Studio.

Accounting Links  
Video #19: How to Setup the QuickBooks Link
This video shows you how to setup and configure the QuickBooks Accounting Link for QuoteWerks. (May 5th, 2008)
 		 9:55
Video #18: Using the QuickBooks Link
This video shows you how to use the QuickBooks Accounting Link to export documents from QuoteWerks to QuickBooks. (May 5th, 2008) 		4:05
Contact Management  
ACT! Integration (in full demonstration video)
 		 31:17
GoldMine Integration (in full demonstration video)
 		 30:52
Outlook Integration
 		 2:22
Maximizer Integration
 		 2:16
salesforce.com Integration
 		 5:41
Video #16: Datalink Features
This video shows you how to use the Datalink to bring in additional fields in your contact manager into QuoteWerks. (February 27th, 2008)
 		 3:43
General  

 
Video #17: How to Create Your First Quote
This step-by-step video walks you through creating your first quote in QuoteWerks. (April 7th, 2008)
 		 4:42
Video #15: Starting and Logging In
This video is an introduction to logging into QuoteWerks. (February 21st, 2008)
 		 1:11
Video #6: SMTP Setup
This video walks you though setting up your mail settings in QuoteWerks.
 		 3:07
Importing, Exporting, and Sync  
Video #1: Importing DTF Files
This video walks you through importing a DTF file that has been sent to you by another QuoteWerks user.
 		 2:38
Video #5: Basic Product Import
This video will walk you through the Product Import Wizard without using an import template.
 		 6:32
Video #7: Exporting DTF Files
This video will walk you through exporting DTF files (Quotes) to be used by other installations of QuoteWerks.
 		 4:19
Video #11: Database Rollout and Document Sync
This video will walk you through the Database Rollout available in the Corporate Edition as well as the Document Sync available in both the Professional and Corporate Editions of QuoteWerks. (April 10th, 2008) 		5:14
Video #14: Importing Products Into Folders
This video will walk you through importing products into folders and sub-folders.		 4:09

Layout Designer  
Basic Overview
This video is an introduction to the QuoteWerks layout designer.
 

18:01
Formula Design
This video will introduce you to basic formula design in the QuoteWerks layout designer.
 		 2:00
Creating Page Breaks
This video will show you how you can create page breaks on your QuoteWerks layout. This video also introduces you to multiple Detail Sections within the same layout.
 		 5:16
Profit Amount Formula
This video walks you through creating a profit amount formula on the QuoteWerks layout.
 		 1:21
Video #8: Logo on Every Page
This video walks you though modifying your layout to have your logo or other fields on the top of every page. The video uses a Section Filter to accomplish this.
 		 3:02

Licenses  
Video #2: Remote PC License
This video walks you though creating a Remote PC License from the master QuoteWerks installation.
 		 2:17
Video #3: Remote Site License
This video walks you though creating a Remote Site License from the master QuoteWerks installation.
 		 1:52

Products  
Bundles
This video series will assist you in learning about creating Bundles.
 
Bundles: Basic
This video will introduce you to the different types of bundles.
 		 4:00
Bundles: Advanced
This video builds upon the basic bundle video adding advanced features such as comments and subtotals to your bundles.
 		 8:51
Configurator
This video series will assist you in learning about creating Configurations.
 
Configurator: Basic
This video will introduce you to the different types of configurations.
 		 11:04
Configurator: Intermediate
This video builds upon the basic configurator video including setting the quantity for your item, the sort code, line type, and item attributes.
 		 7:53
Configurator: Advanced
This video builds upon the basic configurator video adding advanced features such as when to use product, navigation, and default branches.
 		 7:22
Video #4: Creating Bundles on the Fly
This video walks you through creating a Bundle on the Fly. This is useful if you have products that cannot easily be grouped together in advance using traditional bundles.
 		 2:31
Video #12: Setting Up Product Sources
This video walks you through creating, linking to, and removing product sources via the Products|Setup Product Sources menu.		 5:58
Linking to Ingram Micro and Tech Data
This video walks you through linking to the offline product databases of Tech Data and Ingram Micro. This video should be used in conjunction with the QuoteWerks manual.
 		 1:43
Video #9: Optional Items
This video walks you through setting up and using Optional Items. Optional Items are useful to show your sales people available options for a given item.
 		 3:02

 
Video #10: Required Items
This video walks you through setting up and using Required Items. Required Items are useful to automatically add items to your document based on the primary item that has been added.		 2:25
Video #13: Static and Dynamic Product Folders
This video walks you through the differences between Static and Dynamic Product Sources in a native product source.
 		 10:00