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Below is an interactive screen shot of the QuoteWerks Sold to/Ship to. Click your mouse anywhere in the picture to learn about that area.  

Sold to / Ship to Tab

Under the Sold to / Ship to tab in the Quote Workbook, you can search for and add contact information to your quote.

Note: For QuoteWerks, Autotask, ConnectWise, HubSpot CRM, KaseyaBMS, MS CRM, salesforce.com , or Zoho CRM users, there is also a icon that allows you to manually add a contact to these supported CRM/PSA systems.

For more information on the Sold to / Ship to tab, click here.