Formatting Your Quote

You can customize the look of the quote in almost any way, including inserting your company logo, choosing which fields to include, changing fonts and colors, etc. QuoteWerks comes with some example print layouts that you can use as a starting point to begin customizing for your own use.

When you select the File -> Print menu, the Print, Share, Publish, Deliver Document window will display. On this window, there are several tabs. The first tab is the Layout tab. Here, you can choose to print the quote using any of the layouts in the list. You may want to have different print layouts, depending in the type of quote you're printing; for example, you may want a quote that includes only services to be formatted differently from a quote that includes services and products. The Layout tab is where you can create or edit these print layouts.

In addition to customizing the print layout, you can also customize and include a cover page, literature, and spec sheets.

Printing Your Quote

To print your quote, click on the [Deliver] toolbar button:

Select your print layout from the list, and then click on the [Print] button to print or [Preview] button to preview.

Literature Fulfillment
When printing the quote, you have the option to select any literature document that you would like to include with the quote such as information about your companies services, policies, etc. You can use RTF (Word Processor format) or PDF (Adobe Acrobat) formatted files for literature documents.
 

'Spec' Sheets

When printing the quote, you also have the option to automatically print out spec sheets (formatted in RTF or PDF) for all the items that are included in the quote.  'Spec' sheets are useful for including an additional picture of the product and possibly technical details about the product that you have not already included in the description of the product as described in the quote.

E-Mailing Your Quote

E-Mailing your quote couldn't be easier using the built-in QuoteWerks e-mail feature that enables you to e-mail quotes directly within QuoteWerks without using or configuring external e-mail software.  To send an email, click the [E-Mail] button. The Send E-mail window will appear, where the quote will be attached as a PDF attachment. You can also select multiple To, CC, and BCC recipients.

QuoteWerks also supports e-mail using Microsoft Outlook.

See E-Mailing PDF Quotes for more information.

Send Quote with QuoteValet

Users can also email a dynamic interactive link to the client who can sign off on the document electronically.  View the QuoteValet topic for more information about delivering documents this way.

Peer Review

Submit documents for peer review under the Deliver window. Peer Review enables other users to review documents and post comments about changes that should or could be made to improve the document.

Document Approval

Document Approvals require sales reps to obtain approval before a document can be printed, emailed, or uploaded to QuoteValet.