A step-by-step instruction on how to use QuotationTracker Standard.
1
Installation Guide
The QuotationTracker Standard Edition Installation Guide walks you through downloading, installing, and logging into the software. Simply download the zip file, extract it, and follow the installation steps. Once installed, log in with the default credentials to begin using QuotationTracker.
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2
Getting Started Guide
This guide helps you quickly set up and start using QuotationTracker Standard. Log in, complete the setup wizard, and begin creating quotations. Customize master data like employees, products, taxes, and terms to suit your business needs.
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3
First Quotation
This guide walks you through entering a quotation in QuotationTracker Standard. Follow these steps to add details such as general info, products, taxes, and terms, and generate a professional quotation. Once completed, your quotation is saved and ready for viewing or further adjustments.
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4
View Report
This guide provides step-by-step instructions on how to view reports in QuotationTracker Standard. It covers using the Smart Report feature to view various data, filter by time period, and export the data for further use. With the Smart Report interface, you can easily manage and analyze your quotation data, helping streamline your workflow.
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5
Quotation Screen Interface
The QuotationTracker Screen Interface guide covers essential tools for managing quotations. It includes the Search function to find quotations by Name or Address, Date Filters to view data from specific periods, and options to Delete or Print quotations directly. These features streamline quotation management.
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