Select the Sold to / Ship to Tab in QuoteWerks in the document workbook and click on the button next to the Sold to, Ship to, or Bill to fields.

The Lookup ACT! for Web contact window will appear:

You can search for an ACT! for Web Company or Contact to use in the quote, and you can also search by Last Name or Phone Number.

Once you have found the record you are looking for, select the contact (or company) and click on the [Sold To] button to use this contact for the Sold to information. You can also select a contact and click on the [Ship To] button to use this contact for the Ship to information or you can click on the [Bill To] button to use this contact for the Bill to information. When you are finished selecting contacts, click on the [Close] button. You will be returned to the Sold to/Ship to tab and the selected contacts will be pre-filled in the Sold to/Ship to/Bill to fields.