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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

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CHAPTER 8: Quotes, Orders, Sales Orders, Purchase Orders, and Invoices

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QuoteWerks can create and print many types of documents such as quotes, orders, sales orders, purchase orders, and invoices. There are only three types of documents that are saved to the database which are QUOTE, ORDER, and INVOICE. Sales orders and purchase orders are just different output formats of the ORDER type document.

For more information about documents and the specific types, please see:

Document Type and Status




Project Numbers


Looking for information on creating proposals? See Chapter 14: Printing and Customizing Documents