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Tutorial Videos:


 

The following tutorial videos are designed as a supplement to the user manual. We have selectively chosen these lessons to provide our users with a walk-through approach to assist our users in becoming more familiar with QuoteWerks one topic at a time. We also have 30-minute long demonstration videos available.

Contact Management  
ACT! Integration
 
2:17
GoldMine Integration
 
5:34
Outlook Integration
 
2:22
Maximizer Integration
 
2:16
salesforce.com Integration
 
5:41
Datalink Features
This video shows you how to use the Datalink to bring in additional fields in your contact manager into QuoteWerks.
 
3:09
General  

 
Getting Started with QuoteWerks
 
3:56
Starting and Logging In
This video is an introduction to logging into QuoteWerks.
 
0:49
Video #6: SMTP Setup
This video walks you though setting up your mail settings in Quotewerks.
3:07
Importing and Exporting  
Video #1: Importing DTF Files
This video walks you through importing a DTF file that has been sent to you by another QuoteWerks user.
 
2:38
Video #5: Basic Product Import
This video will walk you through the Product Import Wizard without using an import template.
 
6:32
Video #7: Exporting DTF Files
This video will walk you through exporting DTF files (Quotes) to be used by other installations of QuoteWerks.
4:19

Layout Designer  
Basic Overview
This video is an introduction to the QuoteWerks layout designer.
 

18:01

Formula Design
This video will introduce you to basic formula design in the QuoteWerks layout designer.
 
2:00
Creating Page Breaks
This video will show you how you can create page breaks on your QuoteWerks layout. This video also introduces you to multiple Detail Sections within the same layout.
 
5:16
Profit Amount Formula
This video walks you through creating a profit amount formula on the QuoteWerks layout.
 
1:21

Licenses  
Video #2: Remote PC License
This video walks you though creating a Remote PC License from the master QuoteWerks installation.
 
2:17
Video #3: Remote Site License
This video walks you though creating a Remote Site License from the master QuoteWerks installation.
1:52

Products  
Bundles
This video series will assist you in learning about creating Bundles.
Basic 4:00
Advanced
 
8:51
Configurator
This video series will assist you in learning about creating Configurations.
Basic 11:04
Intermediate 7:53
Advanced
 
7:22
Video #4: Creating Bundles on the Fly
This video walks you through creating a Bundle on the Fly. This is useful if you have products that cannot easily be grouped together in advance using traditional bundles.
 
2:31
Creating Product and Services Databases
This video walks you through creating new Product and Services Databases.
 
1:54
Linking to Ingram Micro and Tech Data
This video walks you through linking to the offline product databases of Tech Data and Ingram Micro. This video should be used in conjunction with the QuoteWerks manual.
 
1:43