QuoteWerks Web Navigation Panel
The QuoteWerks Web Navigation Panel contains shortcuts to navigate around QuoteWerks Web more easily.
Workbook
The Workbook is the main QuoteWerks Web screen and will only be available when you have a document open. The QuoteWerks Web Workbook is very similar to the QuoteWerks Desktop Workbook. It contains 6 tabs (7 if using QuoteValet) where you build and modify your QuoteWerks documents along with the File, Edit, Save, and Deliver options.
Documents
The Documents shortcut will bring users to the Document Search window. This is also accessible under File-> Open menu option.
Products
The Products shortcut is where users will load items from their previously setup databases or to use Etilize.
Contacts
The Contacts shortcut will open the search for contact window to search and add contacts to your current document.
For more information view the following topics:
•QuoteWerks Web DocumentItems Tab
•QuoteWerks Web Sold to/ Ship to Tab
•QuoteWerks Web QuoteValet Tab