Quick Start Guide

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Quick Start Guide

Installing & Setting Up

Get started by setting up QuoteWerks.

Getting Started

		Starting a New Quote
		Navigating the Quote Workbook
		Selecting a Customer/Prospect
		Adding Products/Services to a Quote
		Working with Items on a Quote
		Specifying Sales Tax and Shipping on a Quote
		Saving a Quote
		E-Mailing a Quote
		Converting a Quote to an Order
		Searching the Quote Database
		Customizing QuoteWerks
		Exporting to Accounting
		Designing and Running Reports
		Where Do I Go Next?