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.
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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.
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.
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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