Frequently Asked Questions:

 
  1. How do I run Autoloader manually?
  2. How do I email a PDF of the quote?
  3. How do I setup my company's contact information on the quote forms?
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  1. How do I run Autoloader manually?

    1. Make sure all EZQuote applications are closed.
    2. Click on Start in the lower left-hand corner.
    3. Choose "All Programs" (or Programs) from the menu.
    4. Select the folder "Sun" from the menu.
    5. Select the folder "EZQuote Plus" from the menu.
    6. Select the application "AutoloaderUpdater" from the menu.
    7. Click "Ok" on message to check for update.
    8. Once finished, close the Login down.
    9. Click on Start in the lower left-hand corner.
    10. Choose "All programs" (or Programs) from the menu.
    11. Select the folder "Sun" from the menu.
    12. Select the folder "EZQuote Plus" from the menu.
    13. Select the application "AutoloaderUpdater" from the menu.
    14. You'll need to enter your username and password and click Ok to continue.
    15. Once completed, you may Login like normal.

  2. How do I email a PDF of the quote?
    EZQuote Plus has the option of saving any of the print forms as a PDF file that can be sent via email. Below I will describe the steps necessary to saving this file onto your hard drive's desktop. From there, you'll be able to attach the file to an email message and send to anyone who has email.

    1. Open the Quote.
    2. Choose "Print Quote"
    3. Choose your Quote form and click "View"
    4. Once the preview opens, choose "File" in the top left corner.
    5. Under "Export", you want to click on "PDF".
    6. This opens a "Save File As" window. Be sure to select the location you want to put the file in the top box. Then, name the file in the lower box, and click on "Save".
    7. Now open email and start a new message. Address it accordingly. Then attach the file to the email before sending.
    8. Don't forget to delete the file, once you are finished... unless you plan to keep it.

  3. How do I setup my company's contact information on the quote forms?
    The contact information for dealers has been put into a plain text file that is easy to edit and update. The file will contain the Dealer name, Street address, City, State, Zip, Phone, Fax, and Email/Web address. The following is an example of the file. Each line must contain the label with the equal sign, then everything following the equal sign is adjustable.
    Name=Steve Stepp
    Address1=1515 East 18th Street
    CityStateZip=Owensboro, KY 42303
    Phone=Phone: (270) 684-0691
    Fax=Fax: (270) 926-6452
    Email=www.sunwindows.com
    The following is a blank file.
    Name=
    Address1=
    CityStateZip=
    Phone=
    Fax=
    Email=
    Right-click here and choose "Save Target As" or "Save Link As" to download the blank file. The "dealerinfo.txt" file is stored in the main program folder for EZQuote Plus. c:\Program Files\Sun\EZQuote Plus\

    If you don't already have this file, you can create it easily. Just open Notepad and enter the six lines from above. Be sure to match exactly the capitilization and spacing of each line. Also after each equal enter what you'd like to see on your quote forms. Then save the file to the following location: c:\Program Files\Sun\EZQuote Plus\ and name it dealerinfo.txt

    To edit the file, just open Notepad. Then choose File - Open. Next browse to the following folder c:\Program Files\Sun\EZQuote Plus then open the "dealerinfo.txt" file. Make the necessary changes, then save and exit. The change should take place once you have saved the file.

    (You can open notepad by clicking START - RUN and then typing "notepad")

    You can also include a logo on the quote form as well. The requirements are that the file is a Windows Bitmap format (.BMP) and it's named "dealerlogo.bmp") Once you have that file, simply copy it to the main program folder. c:\Program Files\Sun\EZQuote Plus\ The best sized logo is around 1" x 1".

    To eliminate the Dealer Logo all you need to do is open My Computer and browse to the "c:\Program Files\Sun\EZQuote Plus\" folder and delete the "dealerlogo.bmp" file from the computer. After that the logo should disappear from the quote forms.