Quick Start

On this page

Introduction

All Quick Start Topics

Individual Quick Start Topics

Introduction

The WebQuote Quick Start page contains Show/Hide controls that toggle the display of the most fundamental WebQuote topics.

The topics, complete with its Print button and horizontal scroll bar, open within individual frames on the page.

• "Closed Book" icon =  information is hidden (default).

• "Open Book" icon =  information is shown.

• To display all topics, click the Show/Hide All Topics link.

• To display any individual topic, click its link.

For example, the following illustrates the Show/Hide conditions for the Quote Status and Types topic, as accessed on this page.

All Quick Start Topics

Show/Hide All Topics on this Page

Individual Quick Start Topics

Overview

What is WebQuote?

Quote Status and Types

General WebQuote Process Flow Diagram

Process Flow for Disti Users

Quote Maintenance Process Flow Diagram

Main WebQuote Interface Components Common for All Roles

Main Disti Role WebQuote Interface Components

Logging In and Setting Preferences

Logging into WebQuote

Setting Disti Role Preferences (Filling Out the Preferences Page)

Quote List - Customizing and Searching

Customizing your Quote List

Performing Searches in Quote List

Standard Versus Joined Searches

Tips for Using Filters Effectively

Working with Quotes

Locating Products using the Product Tree and Product Search

Creating and Submitting a Multiline Quote-DISTI

Creating and Submitting a Single Line Quote-DISTI

Cloning Existing Quotes

Maintaining Quotes (Disti & FSE)

Maintaining Quotes from Batch DPAs page (Disti & Geo Approver)

Working with Integrator Price Quotes

DPQ: Accepting, Rejecting or Resubmitting (Disti & FSE)