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Document Items Tab

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

Purchasing ButtonQuoteValet ButtonDashboard ButtonQuoteValet TabLinks TabQuickBooks ButtonDocument TypeStatus BarTotals BarQuick Lookup BarRetrieve Current Contact ButtonSearch For Contact ButtonCompare ButtonLatest ButtonBest ButtonCustom TabExtended PricePrice ModifierLine IndicatorCurrently Logged In UserRevision ButtonGrandtotalShippingTaxSubtotalCost ModifierNotes TabSave ButtonConfigurator ButtonBundles ButtonPrint ButtonNew ButtonSubtotal LinePercent Charge LineSubtotal LineProduct/Service ItemGrouped ItemsSale Info TabSold To Ship To TabProducts ButtonOpen Button

Document Items Tab

The products and services in your quote will be displayed on the Document Items tab.

For more information about the Document Items tab, click here.

Version 5.2 (Build 8.12)  - July 7th, 2017