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

The Documents shortcut will bring users to the Document Search window.  This is also accessible under File-> Open menu option. In the document search window users can search for any previously created document (QuoteWerks Desktop and QuoteWerks Web) by Document Name, Document Number, Salesperson, and Company.


When you have multiple open documents in QuoteWerks Web, they will appear at the bottom of the currently open document. You can easily switch between the open documents by clicking on the non-highlighted documents.

Similar to the Open Window in QuoteWerks Desktop, the columns on the Documents window can be moved by dragging and dropping them to reorder.  

Note:Templates cannot be created in QuoteWerks Web and need to be created in QuoteWerks Desktop.