Please enable JavaScript to view this site.

QuoteWerks Help
Version 25 (Build 1.17) 
January 16, 2025
  •      

Navigation: QuoteWerks Web > Using QuoteWerks Web > Product and Service Management > Configurations

Creating, Editing, and Printing a Configuration

Scroll Prev Top Next More

Creating a Configuration

Select the Products -> Configurator menu or the icon on the toolbar to display the Configurator window.

To create a new configuration, click on the [New] button.

In the following window you can enter a name for the configuration:

Click on the [Ok] button to save the configuration name.

To clone an existing configuration, click the [Clone] button. Cloning is very useful for when you want to create another configuration that is mostly the same as an existing configuration, but with changes.

Editing a Configuration

From the list of configurations select the Configuration that you want to edit, and then click on the [Edit] button to edit the configuration. The Configuration Setup window has 2 tabs:

Settings Tab

Flowchart Tab

Custom Tab

Custom Memo Tab

 

Printing a Configuration

To print a configuration, click on the Print icon on the Flowchart tab.