QuoteWerks Knowledgebase Topic (Article ID 6349)

Save - Is it possible to save the quote to a specific folder?

This information applies to :

Article ID

July 16, 2019


Are you using the most current release of QuoteWerks?
Version 5.5 Build 4
When saving a quote, is it possible to save it under a specfic directory of my choice?

QuoteWerks primarily saves its documents to a database. A secondary or backup file known as a Document Transport File (DTF) is saved in the ..\QuoteWerks\DTF folder. This location may be slightly different with newer versions of ACT! and SalesLogix. You can locate the DTF Save To Location on the System Tab of the Help-About menu. At this time, the locations can not be changed.

From a Print-Preview, however, you do have the ability to save a PDF file to a location of your choice.

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