1	Touch Quotes Door & Trim Quoting Software Manual
2	Main Contents Menu Getting Started with Touch Quotes Installation Initial Authorization Set Up Organization Info Basics of Using Touch Quotes Program Saving Your Work Set Up Customers Enter Quote, Ship & Confirm Dates Download Pricebooks Your Own Pricebook Vendors’ Pricebooks Enter Vendor’s Discount Edit Pre-Finish Colors in Program Hide/Show Prices on Forms DOORS Exterior Doors Interior Doors Standard Doors Changing Door Swings (Interior Doors Only) Locations & Types of Standard Interior Doors Single Doors Pairs of Doors Pocket Doors Bipass Double Doors Bifold Doors Special Doors (Fire, Glass, Cut Down Doors) Multiple Doors of the Same Type – Timesaving Shortcut Custom Order Doors LOCKS HARDWARE STAIR PARTS MISCELLANEOUS Items Page NOTES Page – Handwritten, freeform, type or drawing tools PRINT, FAX, EMAIL
3	Getting Started with Touch Quotes
4	Welcome to Touch Quotes Touch Quotes is a work horse of a software program, built for utility and productivity. Likewise, this guide is meant to give a quick visual reference, so you can get out there and let Touch Quotes stretch it’s muscles where they do you and your company good. For the digital version of this manual, note the clickable forward and backward arrows, “Return to Contents” and underlined links for easy navigation between pages.
5	Things you need Download the program from disk 1. Touch Quotes installation disk 2. Serial number 3. Name of company to be printed on all forms 4. User name as it will be shown on the forms (Sales Person) 5. Authorization code
6	Launch Installer
7	Continue Installation
8	Select Installation Folder
9	Ready to Install
10	Wait for Setup Wizard
11	Finalize Installation
12	Launch Touch Quotes
13	Initial Authorization
14	In Case of Invalid Authorization
15	Enter Organization Information
16	Information Page Details
17	Company Name on Pages
18	Basics of Using the Touch Quotes Program
19	Why Type When You Can Click? Touch Quotes was designed to MINIMIZE TYPING – saves typing & look up time 3 Simple Steps to Filling Almost Every Line: Enter Customers’ Info ONCE and let the program fill it in for you EVERY TIME after that Double Click blank fields to pop up form filling dialog boxes Drop Down Menus Everywhere! Look for the little drop down triangle for products & tools
20	1.) Enter Customers’ Info ONCE Later we’ll show you how to set up a customer, but for now just see how easy it is to fill out a customer’s info with this example.
21	2.) The Power of Pop Up Menus Filled out with one click
22	3.) Drop Down Menus Everywhere No need to type “SMOOTH 6 PANEL S.C. FIRE DOOR 1 ¾” – look for the
23	Clickable Tabs Organize Categories Look for Tabs for Additional Options on Pages. Watch for Scroll Bars to reveal more choices.
24	Program Basics – Saving Your Work
25	Saving - Create New Folder for Touch Quotes Files
26	Saving - Rename the Folder
27	Saving - Create Folder for Your Client
28	Saving – Create Specific Job Files
29	Saving – Accessing “SaveAs” inside Touch Quotes
30	Save – Locate Folder to Save In
31	Saving – Locate Current Job
32	Saving – Create New Folder for New Job
33	Saving – Name File & “Save”
34	Entering Customer Name and Job Address
35	Open “Edit Customer” Dialog Box
36	Add Customer
37	Enter Customer Information
38	Enter Individual Customer Discounts
39	Enter the Current Jobsite’s Location
40	Enter Job Address
41	Enter Quote, Ship, and Confirm Dates
42	Access Calendar Selector Box
43	Date Selector Pop Up
44	Calendar Autofills Dates
45	Program Basics - Closing
46	Download Your Own Pricebook
47	To Your Own Download Pricebook From the eMailed file or CD, copy to Desktop (or other location) Launch the Touch Quotes program Go to “File” > “Import Price Book
48	Finish Adding Your Pricebook
49	Download Your Vendors’ Pricebooks
50	To Download a Vendor’s Pricebook
51	Right Click Doors Icon to Open Properties Menu
52	“Find Target” with Properties Box
53	Paste Pricebook into Touch Quotes Folder
54	Pricebook Ready to Access
55	Entering Vendor’s Discount
56	Access Supplier Discount Menu
57	Select Vendor
58	Entering Supplier Discounts
59	Changing Pre-Finish Colors in the Program
60	Right Click Doors Icon
61	Locate Target Folder
62	Open DOORS.INI Configuration
63	Configuration File
64	Find the Desired Change & Type In
65	Hiding Prices on Forms (Will hide all prices on all forms except for the recap page.)
66	Hide Prices Menu
67	To Unhide Prices
68	Entering Exterior Doors
69	Exterior Door Form Example
70	List of Right Click Commands
71	Access Pop Up Screen to Fill Out Form & Headings
72	Exterior Doors – Price from Book
73	Select Exterior Pre-hung Doors
74	Select Exterior Door Supplier
75	Scrolling Arrows
76	Exterior Door Notes: Date of Book
77	Select Exterior Door Size & See Price Appear
78	Exterior Door Example Recap
79	Select Exterior Door Qty, Swing, Trim & Location
80	Entering Exterior Door Jamb Material
81	Exterior Door Rough Opening Size
82	Choosing Exterior Door Hinges & Color
83	Choosing Exterior Door Lock & Deadbolt Prep
84	Exterior Door Lock Function
85	Entering Exterior Door Sills or Threshold
86	Entering Exterior Door Bottom (Sweep)
87	Entering Exterior Door Weather-Strip
88	Entering Astragal for Exterior Dbl Doors
89	Entering Exterior Door Cut Down
90	Entering Exterior Door Miscellaneous
91	Entering Exterior Door Order Notes
92	Exterior Door Shortcut: Fill Down
93	Pre Finish Doors or Jambs
94	Your Own Catalog Popup Screen
95	Pre Finish From Vendor’s Catalog
96	Book Price & Sell Price
97	Entering Special Pricing
98	Entering Interior Doors
99	Layout of Interior Door Form
100	Accessing Pop Up Screen
101	Interior Door Popup: Left Menu Items
102	Interior Door Popup: Right Menu Items
103	Interior Door Form Column Headings
104	Types of Interior Doors
105	Standard Interior Doors
106	Standard Door Section of Form
107	Access Interior Door Pop Up Menu
108	Interior Door Pop Up Screen Intro
109	Choose Interior Door Supplier
110	Selecting Interior Door Height
111	Choosing Interior Door Type
112	Interior Door Type Selected
113	Select Interior Door Jamb
114	Interior Door Jamb Pricing
115	Select Interior Door Jamb Size
116	Select Interior Door Hinge Style
117	Select Interior Door Hinge Color
118	Select Interior Door Lock Prep
119	Select Interior Double Door Astragal
120	Access Pre Finish Interior Doors
121	Access Interior Doors Pre Finish Jambs
122	Select Jamb Color & Sheen for Interior Doors
123	Interior Door Supplier Pre Finish
124	Changing door swings (Interior doors only)
125	Reversing Swing for Mirrored Floorpans
126	Change Swing in 2 Easy Steps
127	Ordering Standard Doors for Locations
128	Entering Interior Door Locations
129	Example: Choose Door for Location
130	Location Pop Up: Location Number
131	Location Pop Up: Room Selector
132	Location Pop Up: Door Size
133	Location Pop Up: Lock Type
134	Location Pop Up: Swing
135	Location Pop Up: Out Swing
136	Location Pop Up: Cancel or OK
137	Example Summary
138	Example: Adding Notes
139	Example: Notes Pop Up
140	Example Note Text
141	Example Note Text on Form
142	Example of Changing Price
143	Example Pop Up to Adjust Price
144	Changed Price
145	Example Price Change Appears
146	Example – Door Location #2
147	Example: Additional Door Sizes
148	Example, Open Location for New Size
149	Pop Up for New Size Example
150	New Size Selector for Example
151	Select Lock for New Size Door
152	Swing Selected for New Size
153	Example Door #2 Summary
154	Entering Pairs of Doors
155	Pairs of Doors Pop Up
156	Pair of Doors Example Size Selected
157	Choosing Swings for Door Pairs
158	Choose Swing of the Active Door
159	Astragal and Out Swing Checkboxes
160	Example Pair Doors Summary
161	Enter Pocket Doors
162	Pocket Door Pop Up - Location
163	Pocket Door Sizes
164	Pocket Door Lock Style Selection
165	Select Bore for Pocket Door
166	Pocket Door Example Summary
167	Notes for Pocket Door Example
168	Add a Bipass Double Door
169	Bipass Doors – Location
170	Bipass Doors – Select Size
171	Pick the Bipass Door Prep
172	Enter Bifold Doors
173	Bifold Doors - Location
174	Bifold Doors – Select Size
175	Bifold Doors Example Summary
176	Entering Special Doors * Fire Doors * Cut Down Doors * Glass Doors
177	Special Interior Door Section
178	Access Special Door Section Pop Up
179	Price Special Doors From Book
180	Pre-Hung Special Doors
181	Special Doors Vendor Catalogs
182	Scrolling Arrows for More Choices
183	Special Doors Date of Book
184	Size, Code & Price for Special Doors
185	Special Door Categories
186	Select Special Door Type
187	Select Special Door Size
188	Special Door Price and Code
189	Special Doors Swing
190	Special Doors Type Drop Down Menu
191	Special Doors Jamb Material
192	Choose Special Door Jamb Size
193	Special Doors Jamb Price & Rough Opening
194	Select Hinge Style for Special Door
195	Select Hinge Color for Special Door
196	Lock Prep for Special Doors
197	Locks for Special Doors
198	Select Deadbolt Prep for Special Door
199	Select Special Door Sill Style
200	Select Door Sweep for Special Door
201	Select Weatherstrip for Special Door
202	Select Astragal for Pairs of Doors
203	Entering Cut Down for Special Door
204	Entering Miscellaneous
205	Enter Notes for Special Door
206	Pre Finish Doors or Jambs
207	Pre Finish Using Your Own Catalog
208	Pre Finish From Vendor’s Catalog
209	Special Door Example Pop Up
210	Special Door Example Form
211	Enter Multiple Doors of Same Type
212	Use Fill Down to Duplicate Door
213	Edit New Duplicated Doors
214	Example of Edited Duplicated Door
215	Prices Automatically Updated on Form
216	Entering Custom Order Doors Special Order Doors that are not in catalogs
217	Access Custom Order Pop Up
218	Access Custom Order Vendor Info
219	Entering Custom Order Vendor Info
220	Enter Custom Door Description
221	Enter Price for Custom Order Door
222	Complete Custom Order
223	Entering Locks
224	Lock Form
225	Locks Area – Automatically Handled
226	Lock Form Sections
227	Lock Prep Style
228	Locks: Quantity
229	Out Swing Changes Lock Side
230	Double Dummy Inactive Door Locks
231	Keyed Lock & Deadbolt Selection
232	Exterior Door Lock Selection
233	Manually Selecting Locks
234	Select Lock Supplier
235	Enter Lock Product Code, If Known
236	Select Lock From Catalog Listings
237	Select Lock Color
238	Notes on Lock Pop Up
239	Completed Example Lock Form
240	Troubleshooting Lock Count If Lock Count doesn’t match Door Count: Check Swings (swing required) Check type of lock (passage, privacy, dummy, entry) check Interior Door Report Page to make sure they are all there If you enter QTY only on the Interior door form, the locks won’t be counted
241	Entering Hardware
242	Contents of the Hardware Tab
243	Types of Hardware
244	Accessing the Popup Menu
245	Popup Menu Demo
246	Select Vendor and Quantity
247	Entering Bipass Track
248	Choosing Bipass Hardware
249	Entering Bipass Cups
250	Choosing Bipass Cups
251	Pick the Bipass Cups Color
252	Entering Bifold Knobs
253	Choosing Bifold Knobs
254	Pick the Bifold Knobs Color
255	Entering Pocket Door Locks
256	Source of Pocket Door Lock Qty.
257	Access Pocket Door Lock Menu
258	Choosing Pocket Door Locks
259	Choose Pocket Door Locks Color
260	Entering Stair Brackets
261	Choosing Stair Brackets
262	Select Quantity of Stair Brackets
263	Pick the Stair Brackets Color
264	Entering Door Stops
265	Choosing Door Stops
266	Pick the Door Stops Color
267	Manually Entering Misc. Hardware
268	Entering Stair Parts
269	Stair Parts Form
270	Stair Parts Sold by QTY/Length
271	Stair Parts Pop Up QTY/Length Grid
272	Stair Parts Sold by QTY Only
273	Stair Parts Pop Up Without Grid
274	Stair Parts Form Column Headings
275	Access Stair Parts Pop Up Screen
276	Select Stair Parts Supplier
277	Stair Parts Product Listings
278	Stair Parts Product Codes
279	Selecting Stair Parts Sizes
280	Pre Finish for Stair Parts
281	Pre Finish From Your Own Catalog
282	Selecting Color from Supplier Catalog
283	Stair Parts Pricing
284	Stair Parts Pop Up Box Notes
285	Select Lineals for Stair Parts
286	Stair Parts Example Order Form
287	Edit Stair Parts Order
288	Stair Parts Order Edited on Pop Up
289	The Miscellaneous Items Form Page
290	Miscellaneous Form
291	Column Headings for Miscellaneous
292	Access Miscellaneous Pop Up Screen
293	Select Supplier for Misc. Item
294	Product Code for Miscellaneous
295	Size/Color Field on Misc. Pop Up
296	Manually Adjust Price
297	Enter Quantity for Misc.
298	Enter Pre Finish for Misc.
299	Notes on Misc. Pop Up
300	Misc. Description & Editing Items
301	Insert Row, Delete, Move Up, etc.
302	The Notes Page
303	Notes Page – Draw, type, hand write
304	Accessing Tools for Notes Page
305	Line & Font Size Options for Notes
306	Print eMail Fax
307	Access Print Menu
308	Print Screen
309	To Print a Hard Copy
310	Print ALL Pages
311	Print CURRENT Page Only
312	Print SELECTED SECTIONS
313	Print SELECTED REPORTS
314	Notes on Creating a PDF to eMail PDF Notes: If not already saved, save this job prior to PDF creation. If, after reviewing the PDF, mistakes or omissions are found, or if the customer changes their mind, just make the changes in program and recreate a new PDF. This overwrites the old file.
315	Create PDF to eMail
316	PDF Saving Location
317	Click “OK” to Create PDF
318	eMail PDF through Acrobat
319	Manually Attach PDF to eMail