Uploading Plain Text for Quotes

You can start a new quote from the BoltWise Dashboard:

1. Click Create Quote button in the top left of your browser window

2. The Create a quote tool will slide-out from the right-hand side of your browser

3. Start filling any relevant information. You can start typing, or copy and paste text into the Customer request field.

4. Edit the text, if desired, such as changing quantity for a part. Note: BoltWise can process it however it comes, no formatting cleanup required.

5. Select the appropriate customer from Quote Details --> Customer
   When you export your quote  to your ERP, we will push it to their account within your system.
6. (Optional) Give your quote a name to make it easier to track Quote Details --> Quote Name
7. (Optional) If your customer prefers domestic parts, click the Prioritize USA parts+  button. This tells BoltWise to prioritize parts cataloged as domestic.
8. (Optional) If your customer wants parts which need certifications, click the Needs certification+  button. This tells BoltWise to prioritize parts cataloged as needing certification to sell.
9. Click the blue Create button in the top right of the quote tool to automatically generate your quote.