How to Add Material and/or Packages to Favorites in QuoteAnywhere

This short guide shows exactly where to click in QuoteAnywhere to add materials and/or packages to your Favorites. Saving you time searching through menus. Follow it to speed up estimating and ensure frequently used items are easy to access.

1. Click on any estimate.

2. Click "View Estimate"

3. Click on the "Estimate" folder

4. Click "Packages"

5. Select the package you are making a favorite. This assumes your organization already has packages. 
Please refer to the : How to create a Package in QuoteAnywhere if you want to create packages to select as favorites.

6. Click the star under the package name to add as your favorite. Click add at the bottom of the page.

7. This process can be completed with material as well. 
Note: Adding to favorites only applies to packages and material.

 

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