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Quick Start Guide
Installing & Setting Up
Get started by setting up QuoteWerks.
Getting Started
Starting a New Quote
Navigating the Quote Workbook
Selecting a Customer/Prospect
Adding Products/Services to a Quote
Working with Items on a Quote
Specifying Sales Tax and Shipping on a Quote
Saving a Quote
E-Mailing a Quote
Converting a Quote to an Order
Searching the Quote Database
Customizing QuoteWerks
Exporting to Accounting
Designing and Running Reports
Where Do I Go Next?
