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Often, we hear customers say: “I didn’t know QuoteWerks did that."

We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

What is the Paste Special Wizard?

The Paste Special Wizard can copy data from outside of QuoteWerks and paste it into QuoteWerks as line items in the quote. The Paste Special Wizard can retrieve information from the Windows clipboard or a text file.

Sometimes, you may just have a list of part numbers complete with descriptions and prices in the Windows clipboard, a text file, or Microsoft Excel. You can import this information into a quote as line items using the Paste Special Wizard. If you only have a list of part numbers with no other information, QuoteWerks can use each part number to retrieve all the product details from a product database before adding it to the quote as a line item. The result of the Paste Special Wizard is the automatic creation of a quote, complete with pricing.

You can save all settings to templates, and with the One-Step option, a Paste Special command can be run with a single click.

To use paste special you will need to open the Paste Special Wizard by navigating to Edit > Paste Special or right clicking anywhere in the QuoteWerks document and selecting Paste Special.

When to use Paste Special?

Paste Special is a great tool for Companies who receive pricing from vendors in a .csv or .txt format. This can be special pricing, promotional products, or simply a price list for items you would like to quote that are not included in a connected Product Database. Paste Special enables you to quickly import or copy product data and pricing into your quote and then manipulate it using standard QuoteWerks features like line attributes, product content, and more. 

How to use Paste Special?

Using Paste Special is quite easy. You can use existing templates, create new template, or run a one step paste special. The first time you open this window, the only option available will be “Start a new session”. The other options “Start One-Step Paste Special” and “Start Session using the settings of a template” become available after you save at least one Paste Special template.

If you choose to “Start a new session” you will have the option to copy data from the clipboard, copy data from a file, or to paste information from a named source. Regardless of the mode you choose to take you will be prompted to map the imported data to QuoteWerks fields to ensure the paste puts the data in the right places. You can also choose to pull information from a connected Product Data Source or Etilize if the items exist in those databases.

Once all fields have been mapped and you progress through the Paste Special Wizard you will be prompted to append paste or insert paste into the document. Appending will add the items you are pasting to the end of the document while inserting will paste the items at the selected line. 

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.

For international customers and technical support, click here.

Thank you for your business!

Sincerely,

Josh Lockheed, Training Evangelist

Aspire Technologies, Inc. | QuoteWerks®