QuoteWerks Support Portal

Hello!

When we are delivering a quote, we choose: Save PDF & Attach to CRM - see attached image.  This attaches our quote as both a PDF and a DTF.  We only need the PDF, so as an additional step, we delete the DTF.  Is there a setting I can change so we're only saving the PDF?

Thank you,

Kim Cruise

Applied Measurement & Controls

When saving, there's a checkbox to create/update document (or similar wording). That relates to the DTF, uncheck that and no DTF should be pushed.