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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

The Configurator simplifies building a quote by presenting the user with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection.

The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the Configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should.

The Configurator will take you through a step-by-step process, letting you select products from a list of choices at each step. For example, if you sell stereo systems, the Configurator could be used to present the user with the following choices at each step:

Step 1: Choose from a list of receivers.

Step 2: Choose from a list of CD Players.

Step 3: Choose from a list of speakers.

Step 4: Choose from a list of cables.

Step 5: Choose from a list of delivery and installation options.

Step 6: Choose from a list of extended warranties.


For more information about the Configurator, see:

Creating, Editing, and Printing a Configuration

Using the Configurator