Below is an interactive screen shot of the QuoteWerks Quote Workbook. Click anywhere in the picture to learn about that area.
Sale Info Tab
The Sale Info tab stores additional information important to the overall quote. Here, you can specify a document status, shipping terms, payment terms, customer PO number, invoice date due, tax rate, alternate currency, sales rep, prepared-by user, and more.
For more information on the Sale Info tab, click here.