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

The Document Explorer allows you to locate documents based on type (quote or order), date range, and sales rep, as well as sort by date delivered/ accepted, amount of the document, or sales rep.


You can build a filter to locate specific documents using these settings, such as a specific sales rep’s quotes that were created this week, or group all reps’ orders together on one screen to see how many orders each rep closed last month.


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