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Submit Quotations
This guide explains how to submit a quotation in WorkTraq, export it as a PDF, and request manage...
Add Line Entry to a Quotation
This guide explains how to add products, shipping, and additional details to a quotation in WorkT...
Review & Adjust Quotation Costing
This guide shows you how to review costing details for a quotation. You will learn how to adjust ...
Quotation Workspace Overview
This guide explains how to navigate and use the Quotation Workspace in WorkTraq. Video Tutorial ...
Create a New Quotation
This guide walks you through the steps to create a quotation in the WorkTraq application. Video ...
Import Font
This tutorial guides you through importing fonts into your design template. The system supports b...
Relative Position
This tutorial guides you through setting up relative positioning. Relative positioning allows a n...
Location Variant
This tutorial guides you through configuring a Location variant. The address will automatically u...
Sales Order Allocation (Distribution List)
This tutorial guides you through configuring workflow allocation using shipping distribution list...
Configure Sales Tax Rates
This tutorial guides you through configuring sales tax rates in the WorkTraq application. Sales t...
Configure Tax Groups
This tutorial guides you through configuring tax groups in the WorkTraq application. Tax groups s...
Configure Sales Order Status
This tutorial guides you through configuring sales order statuses in the WorkTraq application, in...
Add New Roles
This tutorial shows you how to add new roles and configure permissions in the WorkTraq applicatio...
Add Quotation Reject Reason
This tutorial will guide you through adding a new quotation reject reason in the WorkTraq applica...
Add New Country & Provinces
This tutorial guides you through adding a new country and its provinces into WorkTraq Video Tuto...
Special Product Settings
This tutorial guides you through configuring Special Product settings. These products can support...
Create New Product
This tutorial provides step-by-step instructions for creating and configuring a new product in th...
Process Products Settings
This tutorial guides you through configuring Process Product settings in the Worktraq app. These ...
No Charge Product Settings
This tutorial guides you through configuring No-charge product settings. These products can also ...
Default Products Settings
This tutorial guides you through configuring default product settings in the Worktraq app. Video...