June Tips & Tricks

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Often, we hear customers say: “I didn’t know QuoteWerks did that."

We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

Tip #1: When you want to start a new quote, basing 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.

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 Quantity to change the quantity 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. For international customers and technical support, click this link.