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QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
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Navigation: QuoteWerks Web > Using QuoteWerks Web

Looking Up and Adding Items to a Quote

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There are several ways to add a product to a quote, including:

1.Using the Quick Lookup Bar

2.Selecting it from the Product Lookup window.

3.Using Bundles

4.Using the Configurator

5.Using the Paste Special Wizard to paste items from a quote from a CSV file.

 

Note:See Working with Document Items for details on entering product/service information into a quote that does not exist in a product database.