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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.

Select Special, Sorting, and Highlighting

Select Special

This feature allows you to select one or more line items on your quote by specifying a column that has the same/similar value for this/these item(s). 

This is a quick way to select many line items without having to click on each individually, as well as a great way to locate a specific part in a large quote that you may be having trouble finding otherwise.

To use this feature, click the Edit → Select Special menu.

First, select the Column you want to search within. 

For example, if you select "Description" (as shown in the screenshot above), you will be searching the Quote Workbook's "Description" column for all text you enter into/select from the Value field.

Next, choose an Operator from the drop-down box. These will include "Equals To," "Not Equal To," "Begins With," "Ends With," "Contains," and "Does Not Contain."

Note: The sort functionality will only work for Product/Service, Comment, Heading, or Summary Lines. Subtotals, Section Headers, Discounts, and Charge line types will not be sorted.

Sorting Items

The DocumentItem columns can be sorted by clicking on the column name. This will automatically prompt you to sort the columns by "Ascending.” If you wish to sort by "Descending" instead, simply hold the SHIFT key before clicking on the column name. Only the selected line items will be sorted. 

Users can select both a contiguous range of lines or single select lines to sort. Additionally, the sort will only work for Product/Service, Comment, Heading, or Summary Lines. Subtotals, Section Headers, Discounts, and Charge line types will not be sorted.

This is designed to allow users to keep the Section Headers, Subtotals, etc. in a specific spot in the document and still be able to use the sort functionality.

To sort items, simply highlight the items you would like to sort and then click on the column name. You can use CTRL+A to select all items in the document to sort all items.

Note: Items inside of a Bundle or Group are sortable within the Group only and QuoteWerks will not allow you to sort items inside and outside of a group simultaneously.

Highlighting Feature

You can highlight line items using up to 5 pre-defined highlight colors!

Simply select or multi-select line items and click on the highlighter icon above the grid on the DocumentItems tab. You can choose from seven different colors Yellow, Orange, Red, Green, Purple, Pink, and Blue. 

This provides the ability to tag/highlight line items to use as a visual aid such as a line that needs attention, correction, or improvement.  

This feature can also be used in conjunction with the Notes column to enter notes about what changes need to be addressed.  

Note: The highlighting is only seen in the QuoteWerks quote, it will not been seen by the customer in the PDF output or when uploaded to QuoteValet.

Select Special / Highlighting Features

One way to combine the Select Special and Highlighting features is demonstrated above - selecting all items on the quote for a specific manufacturer and highlighting those lines.

The Select Special feature allows you to select one or more line items on your quote by specifying a column that matches the value and search criteria for this/these item(s). In this example, line items within the quote were sorted based on the following search criteria:

• Column = "Manufacturer"
• Operator = "Contains"
• Value = "Acer"

Next, the line items were highlighted to locate the products sold by Acer in the quote. Then, we used the Highlighter feature to emphasize the Acer products from the rest of the quote by coloring the selected lines yellow.

Are you headed to IT Nation Connect in November?

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Join some of your favorite vendors and MSP peers as we celebrate the channel at ICON Park in sunny Orlando from 9:00PM-2:00AM on November 8th.

Register here to skip the line and we will see you in Orlando!

If you have any further 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 support@quotewerks.com or contact your QuoteWerks Reseller. For international customers, click this link.

Thank you for your business, and thank you for being a Tips & Tricks subscriber!

Sincerely,

MaryGrace Adamson, Community Coordinator

Aspire Technologies, Inc. / QuoteWerks®