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Navigating the Quote Workbook

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

QuoteValet 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

 

Related Topics:

●Document Items Tab

●Sold to / Ship to Tab

●Sale Info Tab

●Notes Tab

●Custom Tab

●Links Tab

●QuoteValet Tab

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