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Sold to / Ship to 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.

QuoteValet TabLinks TabCopy ContactContact Record IDContact Record IDContact Record IDSold to Customer ProfileBill to contact detailsSold to contact detailsSold to contact detailsCustom TabNotes TabSearch for a ContactRetreive Current ContactClear ContactToolbar ButtonsSale Info TabDocument Items Tab

Sold to / Ship to Tab

Under the Sold to / Ship to tab in the Quote Workbook, you can search for and add contact information to your quote.

Note:For ConnectWise users, there is also a icon that allows you to add a manually entered contact to ConnectWise.

For more information on the Sold to / Ship to tab, click here.

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