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QuoteWerks Help
Version 25 (Build 1) 
November 22, 2024
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The QuoteWerks Edit Menu is accessed by clicking on the Edit Menu option at the top of the program or by right-clicking on the DocumentItems tab.  The Edit menu contains quite a bit of functionality and features.  Below is a list of the features and the corresponding keyboard shortcut for them (if applicable).

 

Edit Menu Features

Edit Menu Behaviors for Line Items

When adding line items, comments, headings, etc. knowing how those lines will be added to the document is very important.  Below is a breakdown of the behavior of the line types when added to a document.

Insert Section Header (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Heading (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Blank line (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)
Insert Comment (if row selected, inserts above that row, otherwise inserts above that row that currently has the cursor)

 
Add Blank line (if row selected, adds below, if not then appends to the end of quote)
Add Comment  (if row selected, adds below, if not then appends to the end of quote)
Add Heading (if row selected, adds below, if not then appends to the end of quote)
Add Product/Service (loads product lookup window, then appends selected product to the end of quote)

Add %Discount (if row selected, adds below, otherwise adds below the line that currently has the cursor)

Add %Charge (if row selected, adds below, otherwise adds below the line that currently has the cursor)

Add Subtotal (if row selected, adds below, otherwise adds below the line that currently has the cursor)

Add Running Subtotal (if row selected, adds below, otherwise adds below the line that currently has the cursor)

Add Summary Line (if row selected, adds below, otherwise adds below the line that currently has the cursor)