Often, we hear customers say: “I didn’t know QuoteWerks did that."
Our goal is to provide clear, step-by-step instructions to help you implement actionable changes that will optimize your utilization of QuoteWerks.
Stay ahead of the curve, elevate your QuoteWerks proficiency, and make the most of every QuoteWerks tool at your fingertips with our curated Tips & Tricks newsletter.
Tip #1: When you want to start a new quote, base it on an existing quote
If you want to start a new quote basing it on an existing quote, open the existing quote and choose File → Duplicate.
Additionally, you can insert all the line items from an existing quote into your currently open quote by choosing File → Insert Document.
Tip #2: When you want to edit and modify multiple line items in a quote
You can select all the items in the quote by choosing Edit → Select All. Select anywhere within the quote line items to unselect.
Modify all the selected items at the same time by choosing Edit → Line Attributes. Alternatively, you can right click and select Edit Line Attributes.
You can choose Edit → Select Special to select multiple line items based on criteria, like all lines that are sourced from a specific vendor or ItemType.
Tip #3: When you want to change the quantity of more than one line item at a time
You can choose Edit → Apply Multi-Line Changes to change the quantity or other properties for more than one line item at a time.
If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.
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