407-248-1481

QuoteWerks Tips & Tricks

Looking for more Tips and Tricks? Check out our monthly newsletter!

Capture Written Signatures with QuoteValet

Did you know that you can capture Pen or Finger signing with QuoteValet?

QuoteValet enables you to create and edit multiple customer facing templates. To ensure QuoteValet is a Turn Key solution, we have provided you with several standardized templates which requires no modification for you to start using. This video shows you how to use the CustomerFacingWrittenSignature Public Standardized Template.

Send Selected QuoteWerks Products to your TechData.com Shopping Cart

By customizing a QuoteWerks menu, you can send selected products from the QuoteWerks Workbook to your TechData.com Shopping Cart. This is helpful for calculating shipping from Tech Data based on the items on your quote.

read more...