QuoteWerks Web – The Quote Workbook

In this video we review the Quote Workbook in QuoteWerks Web and how you can use the tools there to create accurate, customized quotes with minimal effort. The review includes the Document Workbook tab, the Sold to/Ship to tab, the Sale Info tab, the Notes tab, the Custom tab, the Links tab, and the QuoteValet tab. Having watched this video, you will be able to navigate the Quote Workbook and quickly begin creating quotes and proposals.

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