General Tab

 

Auto-close Bundle window after selecting bundle

Checking this option will automatically close the Select Bundle window after adding or inserting the bundle to the document instead of the Bundle Selection Window remaining open.

Auto expand product database folders

Checking this option will expand all folders in the product database automatically making all of the folders in the product database visible whenever a native product database is selected from the Product Lookup window. If this option is not checked only the first level of folders (“root level”) will be displayed, and you will need to double-click on each folder in order to see the folders inside the selected folder.

Auto display Active Quotes Panel

Checking this option will automatically display the Active Quotes Panel when a contact is pulled into the Sold to/ Ship to tab on the Quote Workbook.  

Auto display All Ordered Items on Purchasing Window

Checking this option will automatically display all of the Ordered Items in the Purchasing Window.

Auto retrieve realtime pricing & availability for Etilize

Choosing this option will automatically check the "Auto retrieve real-time" option that displays on the Product Lookup window when searching for a product using Etilize.

Confirm before exiting QuoteWerks

When this option is checked, you will be prompted to select if you are sure that you want to exit QuoteWerks when closing QuoteWerks using the X button in the upper right of the main window.

Display large configuration link creation handle

Checking this option will increase the size of the link creation handle in the Configuration Setup Flowchart window. For details on the Configuration Setup Flowchart, see Flowchart Tab.

Don’t remember window location

This option is useful in environments where the number and configurations of monitors are constantly changing so the windows don’t appear on another screen without you wanting them to.

Enable Add Item Assistant

Checking this option will enable the Add Item Assistant. For details on the “Add Item Assistant”, see Looking Up and Adding Items to a Quote.

Enable Compare Assistant

Setting this enables or disables the Compare Wizard, which is used when products cannot be found in a database during a compare operation. See Price Comparison and Refreshing Features for details on the Compare Wizard.

Enable double-click to bring up F2 Lookup in text boxes

Pressing the F2 key on the keyboard will bring up the F2 Lookup list for a text box. If you check this option, you can also bring up that F2 Lookup list by double-clicking in that cell.

Enable double-click to bring up F2 Lookup on Document Items grid

On the Document Items tab grid, while the cursor is in a cell, you can press the F2 key on the keyboard to bring up the F2 Lookup list for that cell. If you check this option, you can also bring up that F2 Lookup list by double-clicking in that cell.

Enable AutoSave

This setting enables the AutoSave to run in QuoteWerks.  When this box is checked the AutoSave feature will run silently in the background once the initial save has been completed.  You can set the interval between saves by adjusting the number of minutes.

On Print window, when saving PDF and default file name exists, automatically suggest unique name

Checking this option will automatically suggest a unique file name for the PDF.  This is very useful if you want a single, current PDF of the current quote and not different versions.

Open QuoteValet Dashboard when starting QuoteWerks

Checking this option will cause the QuoteValet Dashboard to launch when QuoteWerks starts. Launching it automatically on startup saves time and ensures that you always see the latest customer activity on QuoteValet.

Prompt for Bundle Quantity

Checking this option will have QuoteWerks prompt the user to choose the quantity when adding or inserting a Bundle into the document.  If this is unchecked, QuoteWerks will add the Bundle to the document with a quantity of one.  

Prompt for Configurator Quantity

Checking this option will have QuoteWerks prompt the user to choose the quantity when adding or inserting a Configuration into the document.  If this is unchecked, QuoteWerks will add the Configuration to the document with a quantity of one.  

Start with new document

When this option is checked, the default document will always be open when QuoteWerks is first started. If this is not checked, then no document will be open when QuoteWerks is first started.

Use comma (not space) to delineate part number from quantity in Quick Lookup Bar

If your part numbers contain spaces, this option is required to correctly use the Quick Lookup Bar otherwise, the value after the first space will be considered to be the quantity of the item to add.

Use Windows Dialog for Preview Window Save As PDF

This specifies to use a Microsoft Windows file browser window when saving as PRDF from the preview window rather than the QuoteWerks native window.

When adding File Link default to option to Copy to Centralized Storage

When this option is checked the option to Copy Linked Files to the Centralized Storage when attaching will be automatically set.

When adding or inserting a Comment Line, position cursor in Description column

When this option is checked and you add a Comment Line to the quote, the cursor will default to the Description column for that Comment Line.

When choosing Optional item(s), default to keeping them Optional

This option sets the default for the “Display as optional item(s) on document” checkbox on the Add Item Assistant window and the “When adding to quote, flag as Optional item” checkbox on the Optional Items window. Depending upon how you use optional items whether it be to always display them as options, or to select from the list of options, this option enables you to set the default.

When duplicating document do not change sales rep to logged in user

This is useful for users that prepare quotes for other sales reps when duplicating the sales reps quotes.

When using document templates, refresh item prices.

This option, when set, will automatically refresh the item prices of the items on the template that is selected instead of the user having to remember to set this on the template selection window.

On acceptance of Quote over XXXX amount, send SMS (QuoteValet Only)

This option, when set, will send a SMS text message to the Sales Rep of the QuoteValet document when a document has been accepted when it is equal to or more as the amount set here.  For example, if you set it to $10,000, you will only receive SMS messages for quotes that are accepted via QuoteValet that are $10,000 or more. If you set the number to 0, then no text will be sent.

Document Search Default

This option will let users set the default view for documents in QuoteWerks when clicking on the [Open] icon or the File-> Open menu selection.  By default it is set as "All Documents".  This setting may need to be changed for existing users who have a large number of existing documents in QuoteWerks as it will load every document created in QuoteWerks (per security settings).  As this is a setting specific to each logged in user, users can change it to My Active Quotes, My Documents, My Recent Documents, Documents Prepared by Me, All Active Quotes, All Documents, All Recent Documents, or None. Setting this option to "None" will launch the Open Window but will not display any documents.

New Document Default

This option will let users set the "New" document default.  This will be the type of document used when the user clicks on the [New] button or the File-> New menu option when creating a brand new document.  You have the options of using the System Default, starting with a blank quote, order, or invoice.  You can also start off with using a template.

For memo fields (Except DocumentItems), F2 key/double click brings up:

This option will let users set whether the DocumentHeader memo fields bring up the Zoom Window with Text Library or the F2 Lookup List when using the F2 key or double-clicking in the field.

Address Verification Mode

This option will let users set whether they want to verify addresses Manually by clicking the address verification button or automatically when they retrieve the address from their contact manager with "Auto Verify USA Address on Address selection".

Sales Tax Rate Lookup Mode

This option will let users set whether they want to look up Real-Time Tax Rates Manually by clicking the button on the sale info tab, Auto Verify USA Address and Retrieve Sales tax info on Address selection from their CRM,  or to Display Realtime USA Sales Tax Lookup window on Address selection from their CRM.

Printing Tab

 

Auto-close Print window after previewing or printing

Checking this option will automatically close the Print Document window after previewing or printing a layout file.

Auto expand literature folders

Checking this option will expand all folders on the Literature tab of the Print Document window. If this option is not checked only the first level of folders (“root level”) will be displayed, and you will need to double-click on each folder in order to see the folders inside the selected folder.

Default Primary Layout Filter to "All"

Checking this option will set the Primary Layout filter to ALL instead of recognizing the open document type and applying that filter (i.e. if there is a quote document open, only the quote layouts would be shown by default.  This setting overwrites that behavior).

Default Additional Layout Filter to "All"

Checking this option will set the Additional Layout filter to ALL instead of recognizing the open document type and applying that filter (i.e. if there is a quote document open, only the quote layouts would be shown by default.  This setting overwrites that behavior).

Select all Spec Sheets by default

Checking this option will by default select all specs sheets to be included with the document when printing. On the Spec Sheets tab of the Print Document window you can override this selection by unchecking the box next to a selected spec sheet.

Warn if document is UNSAVED when printing/emailing

When this option is checked a warning message will notify the user that the current open quote that is trying to be emailed or printed has not been saved in QuoteWerks yet.

 

PDF files

Color and underline hyperlink URLs when creating PDF file

The PDF generator automatically detects hyperlink link strings, so when the document is viewed in Adobe Acrobat, you can click on the links to display the web page in your web browser. When this option is checked, the automatic hyperlinks display as blue underlined links. Without this option, the hyperlink text color and underline values will not be changed although the text will still behave like a hyperlink.

Make PDF read-only

Checking this option will set the PDF files that QuoteWerks creates as Read-Only so they cannot be edited by the recipient.

Do not allow Copying of PDF content

When setting the PDF file as Read-Only, you also have the option to prevent the recipient from copying text out of the PDF file. When receiving quotes/estimates, many customers/leads often copy out part numbers and descriptions, and then paste this copied information into a web search engine in an effort to search for better pricing. Without the ability to copy and paste so easily, the recipient would have to spend a significant amount of time re-typing all this information, which would be a deterrent against price shopping.

Merge Literature with primary quote PDF file

This selection will merge any selected Literature files into the main PDF file being delivered to the customer.  Literature documents need to be in Word, RTF, or PDF file types to be able to be merged into the combined PDF file.

Merge Spec Sheets with primary quote PDF file

This selection will merge any selected Spec Sheets into the main PDF file being delivered to the customer.  Spec Sheet documents need to be in Word, RTF, or PDF file types to be able to be merged into the combined PDF file.  

Merge File Links with primary quote PDF file

This selection will merge any selected Literature files into the main PDF file being delivered to the customer.  Linked Documents need to be in Word, RTF, or PDF file types to be able to be merged into the combined PDF file.  

Paper Size when saving from HTML

This selection allows you to choose whether you want PDFs generated from HTML (Etilize spec sheets, Purchasing module POs, etc) to render as either Letter size or A4.

 

Notes Tab

You can set the default text that appears in these fields when creating new quotes by editing the default settings here. While these are the default settings and will be applied to all quotes, they can be adjusted in the document workbook while creating a new quote as needed.

 

 

Introduction

The Introduction text is printed immediately before the body of the quote in our sample layouts. If you’re designing your own, you can put it wherever you want. See Printing and Customizing Document Layouts for more information.

 

An example of introductory text would be something like:

“Thank you for the opportunity to provide this quote. Per your request, I’ve also included pricing on the options you asked for.”

 

 

 

The F2 Lookup feature works with this field as well, allowing you to create a list of common phrases and paragraphs used for introductions that you can paste into this field.

Macro expressions can also be used in this field. See Macro Expressions below for more information.

 

Closing

The Closing text is printed after the body of the quote in our sample layouts (if you’re designing your own, you can put it wherever you want See Printing and Customizing Document Layouts for more information).

 

An example of closing text would be something like:

“If you have any questions, please let me know. I’ll be out of the office for the next two days, but you can reach me on my cell phone at (407) 248-1481. Thank you again for the opportunity to bid on your project.” The F2 Lookup feature works with this field as well, allowing you to create a list of common phrases and paragraphs used for closing notes that you can paste into this field.

 

Macro expressions can also be used in this field. See Macro Expressions below for more information.

 

Purchasing Notes

These purchase-order notes are printed on purchase-order documents in place of the introduction text. In this text box, enter notes intended for the sales rep of the vendor you’re placing the order with. The F2 Lookup feature works with this field as well, allowing you to create a list of common phrases and paragraphs used for purchasing text that you can paste into this field.

 

Macro expressions can also be used in this field. See Macro Expressions below for more information.

 

Internal Notes

This field allows you to track internal notes about the quote. It can be used to note directions to the customer site, list the people you’re scheduling to service the quote, etc.