| |
The following tutorial videos are designed as a supplement to the user manual. We have selectively chosen these lessons to provide our users with a walk-through approach to assist our users in becoming more familiar with QuoteWerks one topic at a time. We also have
30-minute long demonstration videos available.
If you experience difficulties viewing the videos below, you may
need to install the
TSCC Codec which is required to view these videos created by TechSmith Camtasia
Studio or watch the video on YouTube. QuoteWerks has two YouTube
Channels. Older videos can be found
here, while all
new QuoteWerks YouTube videos will be located at
www.youtube.com/quotewerks.
|
Getting Started |
|
|
|
|
|
|
|
Video #39: Get Started with QuoteWerks 
Now that you have downloaded the demo and installed
QuoteWerks, you may be asking yourself, What do I do next?
This video will demonstrate how to get started and set up
QuoteWerks. It will show you how to set up a contact
manager, import a product database, customize a quote
layout, and create your first quote.
(May 18th, 2011)
|
 |
|
|
Video #17: How to Create Your First Quote
This step-by-step video walks you through creating your
first quote in QuoteWerks.
(April 7th, 2008)
|
4:42
|
|
|
|
|
|
Bundles and Configurations |
|
|
|
|
|
|
|
Bundles
This video series will assist you in learning about
creating Bundles.
|
|
|
|
|
Video #32: Bundles - Basic
This video will introduce you to the different types of
bundles.
(September 8th, 2008)
|
6:10
|
|
|
|
Video #33: Bundles: Advanced
This video builds upon the basic bundle video adding advanced
features such as comments and subtotals to your bundles.
(September 12th, 2008)
|
7:52
|
|
|
Configurator
This video series will assist you in learning about
creating Configurations.
|
|
|
|
|
Video #34: Configurator: Basic
This video will introduce you to the different types of
configurations.
(September 12th, 2008)
|
9:59
|
|
|
|
Video #35: Configurator: Intermediate
This video builds upon the basic configurator video including
setting the quantity for your item, the sort code, line type,
and item attributes.
(September 12th, 2008)
|
7:57
|
|
|
|
Video #36: Configurator: Advanced
This video builds upon the basic configurator video adding
advanced features such as when to use product, navigation, and
default branches. (October 7th, 2008)
|
6:53
|
|
|
|
|
|
Contact Management |
|
|
|
|
|
|
|
ACT! Integration (in full demonstration video)
|
31:17
|
|
|
GoldMine Integration (in full demonstration video)
|
30:52
|
|
|
Outlook Integration
|
2:22 |
|
|
Maximizer Integration
|
2:16 |
|
|
salesforce.com Integration
|
5:41 |
|
|
Video #16: Datalink Features
This video shows you how to use the Datalink to bring in
additional fields in your contact manager into QuoteWerks.
(February 27th, 2008)
|
3:43
|
|
|
|
|
|
General |
|
|
|
|
|
|
|
Video #37: How to Install QuoteWerks
This step-by-step video walks you through installing
QuoteWerks on a standalone computer and on your network.
(August 31st, 2009)
|
9:10
|
|
|
Video #38: How to Update QuoteWerks
This step-by-step video walks you through updating
QuoteWerks on a standalone computer and on your network.
(December 16th, 2009)
|
8:46
|
|
|
Video #15: Starting and Logging In
This video is an introduction to logging into QuoteWerks.
(February 21st, 2008)
|
1:11
|
|
|
Video #6: SMTP Setup
This video walks you through setting up your mail settings
in QuoteWerks.
(August 2nd, 2005)
|
3:07
|
|
|
|
|
|
Importing, Exporting, and Sync |
|
|
|
|
|
|
|
Video #1: Importing DTF Files
This video walks you through importing a DTF file that has
been sent to you by another QuoteWerks user.
(August 2nd, 2005)
|
2:38
|
|
|
Video #5: Basic Product Import
This video will walk you through the Product Import Wizard
without using an import template.
(August 2nd, 2005)
|
6:32
|
|
|
Video #7: Exporting DTF Files
This video will walk you through exporting DTF files (Quotes)
to be used by other installations of QuoteWerks.
(August 2nd, 2005)
|
4:19
|
|
|
Video #11: Database Rollout and Document Sync
This video will walk you through the Database Rollout
available in the Corporate Edition as well as the Document
Sync available in both the Professional and Corporate Editions
of QuoteWerks.
(April 10th, 2008) |
5:14
|
|
|
|
|
|
|
Video #14: Importing Products Into Folders
This video will walk you through importing products into
folders and sub-folders.
(July 31st, 2006) |
4:09
|
|
Licenses |
|
|
|
|
|
|
|
Video #2: Remote PC License
This video walks you through creating a Remote PC License from
the master QuoteWerks installation.
(August 2nd, 2005)
|
2:17
|
|
|
Video #3: Remote Site License
This video walks you through creating a Remote Site License
from the master QuoteWerks installation.
(August 2nd, 2005)
|
1:52
|
|
|
|
|
|
Products |
|
|
|
|
|
|
|
Video #4: Creating Groups/"Bundles" on the Fly
This video walks you through creating a Bundle on the Fly.
This is useful if you have products that cannot easily be
grouped together in advance using traditional bundles.
(August 2nd, 2005)
|
2:31
|
|
|
Video #12: Setting Up Product Sources
This video walks you through creating, linking to, and
removing product sources via the Products|Setup Product
Sources menu.
(January 23rd, 2006) |
5:58
|
|
|
|
|
Video #23: Linking to Tech Data
This video walks you through setting up and using the offline
product database of Tech Data. This video
should be used in conjunction with the QuoteWerks manual.
(June 13th, 2008)
|
7:07
|
|
|
|
|
|
|
Video #24: Linking to SYNNEX
This video walks you through setting up and using the link
to SYNNEX. This video
should be used in conjunction with the QuoteWerks manual.
(June 13th, 2008)
|
7:41
|
|
|
|
|
Video #25: Linking to D&H
This video walks you through importing and using D&H
products. This video
should be used in conjunction with the QuoteWerks manual.
(July 29th, 2008) |
6:37
|
|
|
|
|
Video #26: Linking to Ingram Micro
This video walks you through importing and using Ingram
Micro products. This video
should be used in conjunction with the QuoteWerks manual.
(July 29th, 2008)
|
7:05
|
|
|
|
|
|
|
Video #9: Optional Items
This video walks you through setting up and using Optional
Items. Optional Items are useful to show your sales people
available options for a given item.
(August 18th, 2005)
|
3:02
|
|
|
Video #10: Required Items
This video walks you through setting up and using Required
Items. Required Items are useful to automatically add items to
your document based on the primary item that has been added.
(August 29th, 2005) |
2:25
|
|
|
|
|
|
|
Video #13: Static and Dynamic Product Folders
This video walks you through the differences between
Static and Dynamic Product Sources in a native product
source.
(July 31st, 2006)
|
10:00
|
|
Real-Time Data Module |
|
|
|
|
|
|
|
Video #27: Using the Real-time Data Module
This video walks you through setting up and using the Real-time
module to obtain Real-time Pricing and Availability from
Tech Data, Ingram Micro, SYNNEX, and D&H.
(October 21st, 2008)
|
8:36
|
|
|
|
|
|