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Security restrictions are applied, so you can only open quotes that you have access to. If you only have read-only access to a quote then you will only be able to open it in read-only mode. Edit Documents You can make changes to the quote information on the tabs and the document items and save those changes.

All security restrictions are obeyed, so if you do not have the access right to modify any particular field or cell it will be honored. The links tab is viewable. The QuoteValet tab is available showing quote activity and has buttons for displaying the quote on QuoteValet You can lock or unlock the document All drop down lists like DocStatus, SalesRep, PreparedBy, etc are populated.

The F2lookup feature is supported in the fields You can add new line items manually to the quote. You can insert new line items manually into the quote. You can even insert them inside existing groups. You can set the Line Item Properties and Line Item Attributes You can set the deposit amount You can set the shipping amount minus the real-time shipping options You can change the DocType You can move single or multiple lines in the quote, by cutting and pasting or using drag and drop watch a video.

So in short, whether you are using QuoteWerks through the web or the desktop, you use a Desktop license. All of your data and licensing information will be preserved. Important Note: If after updating your installation, when you first start QuoteWerks, if it asks you to enter license keys, then you have accidently installed this update into a brand new folder instead of the existing QuoteWerks folder. The installation program asks for a Serialized Update Key before it will apply the update.

Confirm the update has been successfully installed. Once they click on the link, the Vendor's sales rep will see the interface below that will enable them to easily supply you with a price and include price conditions.

This is also where your vendor can ask you clarifying questions , or can negotiate pricing with you. The license count does not have to match your QuoteWerks license count. The VendorRFQ licensing and pricing is based on the "reserved concurrency" model. Whenever a user uses VendorRFQ, a license is reserved for that user and is not released until the user exits QuoteWerks.

We encourage you to do a search and look for vendor RFQ software. What's your time worth? Vendor Sourcing Managed. For more information, please contact our sales team at or email sales quotewerks. Start Free Trial. Customer Area. Do you struggle with manually requesting pricing from multiple vendors? Do you struggle with keeping track of which vendors have responded to your pricing requests?

Often when creating a quote for a customer the customer will request some changes be made to the quote. If you make the changes to the quote and then save the changes you no longer have a copy of the original quote.

Saving Revisions. The revision feature in QuoteWerks will enable you to open up a saved quote, make changes, and then save it as a revision.



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