Reporting and Information Display in QuoteWerks Web

This survey is intended to collect information about how you want to be able to customize and generate PDF output from the QuoteWerks Web Management Reports.

QuoteWerks Web has the ability to filter Quotes and orders from the Open Document window, and export results to a CSV. See image

QuoteWerks Web also has a dashboard that displays various statistics including opportunities and individual sales rep performance. See image

QuoteWerks Web has Reporting which includes the ability to filter data and then output it as an CSV file. See image

SIDEBAR: Did you know QuoteWerks Web has a REST API reporting with PowerBI, Tableau, and more?

Question Title

1. Do you want the ability to run management reports on Quotes, Orders, Invoices, Products, Contacts, etc and have the output result in a PDF file? (Required.)

Yes

Other (please specify)

Reporting and Information Display in QuoteWerks Web

Question Title

* 1. Do you want the ability to run management reports on Quotes, Orders, Invoices, Products, Contacts, etc and have the output result in a PDF file? (Required.)

1. Do you want the ability to run management reports on Quotes, Orders, Invoices, Products, Contacts, etc and have the output result in a PDF file? (Required.)