To add a product or service to a quote first select the data source you would like to search from the Product Databases section on the left of the window. Search for the item you would like to add to the quote, select it (or multiple by holding down the Ctrl key), and click on Add selected product(s) to current Document. This will open the add item assistant for each of the products or services you have selected.

Add Item Assistant

When you click on the Add selected product(s) to current Document button the add item assistant will open. Here you can adjust quantities, cost/price, view the product price history for the selected item, and add or insert the items into the quote. This window will also display any required or optional items associated with the selected product.

Etilize is available with the Pinnacle Edition of QuoteWerks.  If you do not have this subscription active, you will not see the Etilize tab.

Using Etilize in QuoteWerks Web

Etilize in QuoteWerks Web has a different interface than QuoteWerks Desktop.  There are four tabs at the top of the Etilize window:

Search

Search is where you will search for your items and the default screen that appears when you click on Etilize.  You can search by description, keyword, part number (manufacturer or vendor) and more in the "Search For" box.

The results will be listed on the right with the option to start filtering (drill-down) on items on the left by categories, features, attributes, and manufacturers.

Workspace

 
The Workspace button will add the item to the Workspace tab in Etilize.  This allows users to view multiple items and save them to review later.  Any items saved to the Workspace will remain saved until you log out of QuoteWerks Web allowing you to do multiple searches, create multiple quotes, and not lose items you might need to add to other quotes.

Compare

The Compare Button enables users to compare multiple items against one another.  Just like the Compare Window in QuoteWerks Desktop, the Compare works the same way so users can see the differences between multiple items at once such as descriptions, specs, pricing, and more.

Favorites
Favorites is where users can store items they sell or quote on a regular basis.  Instead of having to search and locate the item each time you need it, you can simply add it to the Favorites tab and it can be used at any time in the future. To add an item from Etilize to your Favorites, simply click on the favorites button on the Etilize search window.  This will then add it to the Etilize tab.

To view items saved in your Favorites, click on the Favorites tab.

Real-time Pricing and Availability

Clicking on the real-time icon for an item in Etilize will retrieve the real-time pricing and availability for that item for each distributor setup. Hovering over the availability will also show the warehouse breakdown of the items.  From here, users can also view the accessory items, similar items, and upsell items by clicking on the specific tab.  To source an item from a vendor, simply click on the "select" link under that vendor.

Hide Item

Clicking on the Hide Item icon will remove an item from the current search results window.  This makes it easy to narrow the search results to only the items you sell or are searching for in Etilize.  This is only temporary as once you restart your Etilize search any items once hidden will be available to be used.

Adding Etilize Items to a Quote

There are two ways to add items to a quote from Etilize:

Quick Add

When you first search for a product in Etilize you can quickly add it to the quote without reviewing real-time pricing and availability. This is done by clicking on the Quick add button as seen below. The item will be added to the quote without any pricing information.

Select/Add

When you have selected and item and retrieved real-time pricing and availability there is a Select/Add button beneath each of the vendors pricing and availability. To add an item to a quote simply select the Select/Add button under the vendor you would like to source it from. The product will be added to the quote with the associated pricing information from the selected vendor.