Quick Start Guide: [Previous Step]   [Next Step]

 
Below is an interactive screen shot of the main toolbar, Documents Bar, Quick Lookup, and the QuoteWerks Quote Workbook. Click your mouse in the picture to learn about that area.  

Main Toolbar

The main toolbar contains shortcuts to various operations in QuoteWerks including New (creating new documents), Open (searching for previous documents), Save (saving documents), Deliver (sending documents to clients), and much more. Click on each button in the image above to view the features of the button.

Quick Lookup

The Quick Lookup Bar, located above the quote workbook, is a way to quickly add products to your quote. You  need to select which vendor you want to search. Your vendors listed in the Products-> Lookup screen will be displayed in the drop down menu.
 

Document Items Tab

The products and services in your quote will be displayed on the Document Items tab.

For more information about the Document Items tab, click here.