CHAPTER 3: Setting Up QuoteWerks

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CHAPTER 3: Setting Up QuoteWerks

Once you have Installed QuoteWerks, the next step is to Setup QuoteWerks.

Review the following topics on setting up QuoteWerks:

If you are planning using real-time Pricing & Availability see the Real-time Pricing & Availability Setup topic. You will find instructions on how to request your credentials to access this information from the distributors. You will want to start with this since it can take some distributors a week or so to provide you with credentials.

Step-by-Step Setup Checklist