EZQuote Plus "How To" Videos

  1. Change "Measurement Display." This video will show you how to change how EZQuote will display measurements on the print forms. ( 1 min 2 sec )
  2. Set Preferences for Quote. It is a very good idea to use Preferences for a quote. You should set these preferences BEFORE entering any line items, so any new additions at a later time will have the correct options selected by default. This also means that if changes are made to items already entered, it is a good idea to adjust your preferences, in addition to doing "Global Changes." ( 1 min 20 sec )
  3. Setup A Contact. The "Client" is the company buying from Sun. The "Contact" is the company/individual buying from the "Client." In most cases, this would be the Dealer's customer. A contact can be setup in an "address book," which will allow the dealer to select that contact as the customer. This address book will keep billing & shipping addresses, phone & fax numbers, and also allow default preferences for options and pricing. ( 2 min 23 sec )
  4. Configure Segmented Arches. This is show you how to configure a segmented arch window, both mulled and aligned (with a wall gap between segments). ( 1 min 53 sec )
  5. Stacking Transoms. A quick demonstration of stacking transoms on multiple wide units. Includes 1-wide units, and matching the number of windows beneath. ( 3 min 21 sec )
  6. Stacking Radius Products. A quick demonstration of stacking radius production on multiple wide units. Includes 1-wide units, "center" stacking, and matching the number of windows beneath. ( 1 min 50 sec )
  7. Select Part from Inventory. Inventory is an area that will be expanding in the future and we wanted to provide some tips on how to best use this feature. ( 1 min )
  8. Global Question Change. Shows how to change options on line items already configured. ( 1 min 22 sec )
  9. Global Pricing Change. Shows how to change pricing variables (markup, taxes, labor, etc) for items already configured. ( 0 min 55 sec )
  10. Force EZQuote to Update (Running Autoloader to Fix Issues). If an issue arises with the software, one of the first steps we do to resolve the issue is to force EZQuote to try and update. This video will walk you through running these updates. ( 1 min 52 sec )