Creating and Paying for a Quote in QuoteWerks

Modified on Wed, 13 Aug at 2:29 PM

How to Create a Quote

1. In QuoteWerks Web, start a new quote by pressing New > New Quote

2. On the Document Items tab, add a line item with a $1 Unit Price

3. Also on Document Items, on the bottom-left, add a Deposit $1 and select Full Amount.

4. Press "OK"

5. On the Sale Info tab, input the company name and email address in the "Sold To" section.

6. Press "Save" the document.

7. Click the "Deliver" button using the icon on the top banner.

8. Select 'Upload to QuoteValet'

9. Follow the resulting prompt and check 'Auto Preview after upload,' and then press the "Upload" button:

10. Select the Payment option

11. You will need to agree to the terms and conditions

12. Type the Printed Name

13. Press the "Click to Accept" button.

14. You will receive a "Thank you for accepting the quote" window with all the information.

How to Pay for a Quote

1. Press "PAY NOW" button.

2. Press "Make Payment".

3. This will direct you to Benji Pays Payment page with the following information pre-populated

4. Type your email address for receipt and credit card information

5. Process Payment

6. Done

Link Quote Payment to an Invoice

1. The merchant still needs to go to Benji Pays > Transactions > Payments to Apply

2. Find the payment and press "Apply"

3. Select the correct customer name and invoice number

4. Type in the total amount of the quote paid

5. Press the "Apply Payment" button

6. Done