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

Select the Tools -> Options menu, then select QuoteValet tab.

Important:   Only users with Master Rights (e.g., Administrator) can modify settings on this QuoteValet tab, unless the installation is a Remote Site or Remote PC installation.

The options on this tab allow you to set and customize your QuoteValet settings. You will need to add your Tenant Account Name and Password to Utilities-> License Manager before you can setup QuoteValet.

For complete QuoteValet setup instructions, see the QuoteValet chapter.